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Bancassurance in U.S. and Canada: Before Today ... Beyond Tomorrow
which they would admit has been protective in its primary motivation for insurance agents. The banking community ... through a number of different areas. The Internet, direct mail, agents, and platform personnel are generally ...- Authors: David W Collings, James B Smith, Deanne L Nezas, Steven Lash, James H Overholt, Chad H Masland, Ken Reynolds
- Date: May 1999
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Changes In The Canadian Regulatory Framework For Life Insurance
the business of banking. Until recently, their primary desire was to get broadened securities underwriting ... alternative of letting the state guaranty funds take care of the Baldwin problem, companies had to assess ...- Authors: Gerald M Devlin, Robin B Leckie, Karen G Long, Donald McIsaac, Richard Minck
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Current Group Life Topics
protection. The individual agent is still the primary focus of life insurance marketing efforts. How- ... group life coverage is solicited through personal direct mail to the individual member on behalf of the ...- Authors: Robert H Hoskins, James E Johnson, Joseph W Moran
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Group plans - Life Insurance; Public Policy
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Demutualization
them. 2. Stock ownership provides easier, more direct, and more substantial access to the public equity ... half of all the surplus remaining after you take care of the dividend prospects in the closed branch.- Authors: Ira Friedman, David H Jungk, James H MacNaughton, Application Administrator, Walter Shur
- Date: Apr 1985
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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Gearing Up to be Appointed Actuaries
fraud. Second, the appointed actuary owes a duty of care not only to the principal (an employer or client) ... including simply the appointed actuary with some direct reporting line to the chief executive. Fundamental ...- Authors: Robert H Dreyer, Frank S Irish, W Paul McCrossan, Walter Rugland, Christopher David Daykin
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Finance & Investments>Asset liability management; Global Perspectives; Public Policy
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The Financial Services Industry And Its Responses To Inflation And Deregulation
agents and field offices, the travel offices, direct mail, and in the future, interactive cable television ... agency management may be a skill in one company, direct response marketing, investment management, and ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Managing the Balance Sheet
valuation dates, is reported below the line as a direct impact on retained earnings. Now we end up with ... MANAGING THE BALANCE SHEET I know stock analysts don't care for FAS 115 and how to reflect its impact in evaluating ...- Authors: Joseph Dunn, R Thomas Herget, Norman E Hill, Christopher T Anderson
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Public Policy
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Regulation Of Reinsurance
alternative ways to invest your taxable surplus. Direct new business ventures or joint ventures will help ... troubles on your hands. We have covered the two primary concerns pointed out by Congress in its explanation ...- Authors: Diane Wallace, Robert J Callahan, Peter S Kreuter, John F Meyer, Melville J Young
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Reinsurance
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Financial Reporting For New Generation Life And Annuity Products
of side-tracking the Academy Committee from its direct review of Recommendation 7, but at the same time ... discussion of this issue at the 1984 SOA meetings. The primary objective is to gain a sense of direction supported ...- Authors: John W Brumbach, Douglas Doll, Thomas J Leary, Cande Olsen, William J Schreiner
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Current Regulatory Topics Affecting Life Insurance And Annuity Product Development
classification factor. I oppose "Unisex" rating. One of my primary concerns is the potential domino effect of legislation ... availability and price of insurance coverage. The primary bills introduced in Congress are HRIO0, the Non-Discrimination ...- Authors: Gregory J Carney, Martin E Goldman, Richard W Kling, D Alan Little, Peter A Marion, Anthony Spano
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy