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  • Ethics in Financial Reporting
    actuarial profession is somewhat isolated from direct regulations. First of all, there’s the Insurance ... Reporting 5 The SEC, though it doesn’t have direct control over all companies in Canada, does have ...

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    • Authors: Neville Henderson, Josephine A Robinson, Darryl Wagner
    • Date: Oct 2003
    • Competency: Professional Values>Ethical standards
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Ethics; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Public Policy
  • Meeting of the Reinsurance Section
    of the reinsurers here, and perhaps some of the direct writers, also operate in Canada or Latin America ... opposed to life reinsurance which perhaps is of primary interest. MR. VANDERHOOF: That category-reinsurance ...

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    • Authors: Johanna B Becker, Gottfried O Berger, Sue Collins, Garry Eckard, David Holland, Trevor Howes, Joseph F Kolodney, Robin B Leckie, Denis W Loring, Lawrence Lubin, Edward B Martin, Robert W Maull, Peter B Patterson, Herman H Schmit, Lawrence Silkes, Courtland C Smith, William K Tyler, Irwin T Vanderhoof, David M Welsh, Melville J Young, Michael R. Winn
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Public Policy; Reinsurance
  • Accelerated Benefits
    individual life, as it's marketed by agents, and in direct response sales, and for group life insurance. This ... face-to-face agent sales. The rules for group and direct response products are slightly different, mostly ...

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    • Authors: Stanton L Cole, George S Quillan, Eleanor S Hartley, Nancy Baran, Erica B Querfeld
    • Date: Jun 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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.

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    • 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
  • 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 ...

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    • 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
  • Appointed Actuary Forum
    it's not possible to review everything, they don't care; they want you to do that. They want you to do it ... submitted with your memorandum. Those are the primary hot buttons. As I said, it is a draft. How it will ...

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    • Authors: Stephen Marco, Meredith Ratajczak, David A Ricci
    • Date: Sep 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • GAAP Issues
    this is a really strange situation. You have the direct contract, but you couldn't set up a liability ... that the additional benefits do not become the primary benefits of the replacement contract. An example ...

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    • Authors: Robert Frasca, David C Scheinerman, Laura J Hay, John F Bevacqua
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Public Policy