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Surprising Investor Control Advice from IRS
Rev. Rul. 77-85 the policyholder’s ability to direct the SAA to sell, purchase, and exchange investments ... investor control arose because the policyholder could direct which publicly available assets the SAA would ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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Mergers and Acquisitions in Emerging Markets
because Munich Re is a reinsurer, and yet it bought a direct stake in Suramericana, which is the largest insurance ... remember the Aergo Group in Europe, which is a direct writer, too. MR. SALAZAR: But in Latin America ...- Authors: Elisa M Wever, William R Horbatt, Camilo Salazar, David A. Chalfin, Samuel R Coleman, Gary P Timin, Richard de Haan
- Date: May 2005
- Competency: Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Management partnership
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Global Perspectives>Multinational companies
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Assets/Liability Modeling And Matching For Pension Plans
funds that are using equities and fixed income as primary investments are in the FGH range on this graph ... attracting less management attention than either direct compensation or welfare plans, despite the very ...- Authors: Melissa J Hintz, Ronald A Karp, Martin L Leibowitz, Michael J Senoski, Andrew F Shewan
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Pensions & Retirement>Pension investments & asset liability management
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The Actuary
of the event and for keynote speakers. Please direct your suggestions to Warren Luckner at the SOA ... the chief actuary shall be appointed by, and in direct line of authority to, the commissioner and may ...- Authors: Society of Actuaries
- Date: Jun 1996
- Publication Name: The Actuary Magazine
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Mortality Under Standard Individually Underwritten Life Insurance Between 1988 and 1989 Anniversaries
list of contributing companies from year to year, direct com- parisons with previous studies are affected ... INSURANCE 1988-89 11 The report is divided into four primary sections: I. Select experience (first 15 policy ...- Authors: Society of Actuaries
- Date: Jan 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Experience Studies & Data>Mortality; Life Insurance
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Projected Annuity/Pension Mortality
Bests and a National Underwriter article on Pricing Direct Response Products. He will present his paper first ... for use as a valuation standard. As such, the primary concern was the mortality associated with lives ...- Authors: Paul H Jackson, Jay Jaffe, Robert J Johansen, Robert McClester
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement
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Future Profit Outlook for Non-Participating Life Insurance
substantial tax advantages. It would appear that a primary reason that life companies have avoided individual ... panelists have addressed these factors. I intend to direct my remarks to factors not in- cluded in the list ...- Authors: Theodore J Newton, C David Silletto, Steven A Smith, James C H Anderson
- Date: Apr 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Financial Reporting in Canada and in the U.S.
the basic statement, to make the schedule the primary source of all accident and health information and ... could result in changes to the blank, the most direct effect would be from the first charge, which was ...- Authors: Peter F Chapman, Kenneth T Clark, Richard S Robertson, Virgil Wagner
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting
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Transcript- Session 6A: Mortality Improvement Approaches
various age groups. I would imagine one of the primary drivers of mortality improvement, we’d like to ... impact than the amount of money that is spent on direct medical spending. But I think it’s a good exercise ...- Authors: Society of Actuaries
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Demography>Longevity; Pensions & Retirement
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The Federal Employees' Retirement System Act of 1986
investments of a federal plan, and (5) employees could direct their own investments, e.g., among stocks, bonds ... he could support a plan allowing em- ployees to direct that funds be invested in the private sector. Devine ...- Authors: Richard Schreitmueller
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Pensions & Retirement>Plan design; Pensions & Retirement>Public sector plans