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Multiple Life Plans
primarily used to offset these estate taxes. The primary sales thrust with a second-to-die policy is the ... buy this. When the first one dies, you're taken care of." In more up-market ,sales,that sort of sales ...- Authors: Anne Katcher, Carol A Marler, Philip Polkinghorn, Mark Jamilkowski, John J O'Connell
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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New York Regulation 126 Revisited
reserves established for the 1986 year end. While the primary reason for rejecting the AOM is indicated below ... EXHIBIT I REASON FOR REJECTION OF THE AOM Primary Reason Count Assets not equal to liabilities at ...- Authors: Peter B Deakins, Donna Claire, Peter L Smith, Steven A Smith
- Date: Jun 1988
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting
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Setting Assumptions in a Changing World
that of direct expense versus overhead expense. Those names almost speak for themselves: direct expense ... those expenses with growth, whereas, additional direct expenses are asso- ciated with new volume. As ...- Authors: Michael Aloisio, G Boyd, Douglas French, Jeffrey Harper, Wilford A Leonard
- Date: Apr 1987
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Pricing - Life Insurance
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Managing Risk Concentration in the Post 9/11 Environment
like in a traditional life reinsurance market, direct writers, reinsurers and retrocessionaires really ... information chain, it all starts at the top with the direct carrier. Working and educating with the producers ...- Authors: George E Davis, Patrick Shannon, Tim McGrath
- Date: May 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Risk measurement - Finance & Investments; Reinsurance>Catastrophe reinsurance
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Manufacturing Arrangements
"turn- key" you see the manufacturer takes the primary responsibility for the insurance risk. Sometimes ... pure distribution type approach. And here the primary responsibility again lies with the manufacturer ...- Authors: Leonard Koloms, Thomas J Stoiber, Daniel Winslow, William R Sproul, Harry Taylor
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Health & Disability>Health insurance; Life Insurance
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Nontraditional Reinsurance Solutions to Group Issues
these problems. As you probably are aware, the primary purpose of traditional reinsurance is the transfer ... hand, has the solution of business issues as its primary purpose. These definitions are not my own. Although ...- Authors: Frederick Brown, Monica Hainer, James Greenwood
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Reinsurance
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Disintermediation, Investment Strategy And Product Design
discounted (or accumulated) to a common date. Particular care is required in the process of discounting or accumulating ... flow analysis that was completed last year. Our primary goal is to extend the analysis from the company ...- Authors: Jacqueline M Keating, Michael E Mateja, Daniel J McCarthy, Carl R Ohman
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge; External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investment strategy - Finance & Investments; Life Insurance>Policyholder behavior - Life Insurance
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Product Trends in Group Long-Term-Disability Insurance
is Fred Yosua who is vice president of long-term care at UNUM. He is most recently working on alternative ... and association disability as well as long-term care. Fred is going to talk about critical illness insurance ...- Authors: Frederick Brown, Frederick Yosua, Michael Fish, Paul C Barone
- Date: Jun 1999
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Critical illness insurance; Health & Disability>Disability insurance
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Conservation Strategies For Permanent And Term Insurance
programs within the structure of the company, great care should be taken to assure that the real objectives ... merely bringing down the current fever, and will be care- fully matched against the organization's capabilities ...- Authors: Richard A Burrows, Robin B Leckie, Walter N Miller, Larry R Robinson, Robert Shapiro, John Yanko, Dale R Gustafson
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust; Strategic Insight and Integration>Big picture view
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Policyholder behavior - Life Insurance
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Special Risk Management Issues for International Operations
100 years, primarily focused on Hong Kong as the primary hub for our operations. But we have been in and ... have surrender charges. So we immediately had to direct our actuaries' attention from working on annuities ...- Authors: Réjean S Besner, Simon Curtis, Katherine Anderson, David Ingram
- Date: May 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Asset liability management; Finance & Investments>Capital management - Finance & Investments; Global Perspectives>Global markets