Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Medical Coverage For Groups Of Two To Fourteen
    independent agents and brokers who constitute our primary distribution system. We have a network of salaried ... through a general agent arrangement, we also use direct telemarketing for the association side. To the ...

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    • Authors: Application Administrator, Robert F Carbone, Jerome Winkelstein, Alex Zeid
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance
  • Employee Stock Ownership Plans 'ESOPs'
    vote the stock. In that case the company might not care whether the participants vote with the tender or ... usually the employer. The loan must be for the primary benefit of participants and beneficiaries. That's ...

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    • Authors: Anthony C Deutsch, Joel E Horowitz, Karl Lohwater, Linda Stone
    • Date: Apr 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Capital management - Finance & Investments
  • Non-Traditional Marketing Through Broadcast Media
    I've done considerable product and other work in direct response marketing, including broadcast media ... opening comments, Gary Kauffman, who is president of Direct Marketing Advisory Service, in Rye, New York, ...

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    • Authors: John Ladley, Gary A Kauffman, Eugene R Raitt
    • Date: Oct 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Combination Disability Products: The Urge to Merge
    disability income, critical illness and long-term care markets. Prior to DIS, I did a couple of years ... a combination disability insurance and long-term care product. It's a product we developed believing ...

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    • Authors: Arthur J Verney
    • Date: Jun 2002
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance; Long-term Care>Long-term care insurance
  • How to Make Guarantees on VAs Worth More than the Paper They're Written On
    what Ari will be talking about. They'll have a direct impact on the capital requirement with the credit ... capital of a direct writer through a reinsurance program. We built a model from a direct writer's perspective ...

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    • Authors: Ari Lindner, Jason Kehrberg
    • Date: Jun 2004
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Modeling & Statistical Methods>Stochastic models
  • Prescription Drug Update
    major driver of the return to double digit medical care premium increases and renewed interest in Congress ... joining AdvancePCS, Amy worked in managed health care managing actuarial analysis for both commercial ...

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    • Authors: Bryan Miller, Gordon R Trapnell, Amy Ann Companik
    • Date: Oct 2000
    • Competency: Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Health insurance; Public Policy
  • The Growing Magnitude and Scope of Pension Services to Clients
    in order to save money in the pension fund, the primary motivation of most sponsors still appears to be ... area. While these individuals may have had more direct contact with portfolio management than most actuaries ...

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    • Authors: Colin G Carlton, Joseph P Macaulay, Michael J Mahoney, Alexander J C Smith
    • Date: Jan 1977
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Funding; Pensions & Retirement>Pension investments & asset liability management
  • Sources Of Profit Analysis
    of profit work I have done recently has been a direct result of either universal life product pricing ... external financial reporting environment when used with care. That leads directly into what Charles is going ...

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    • Authors: Jeffrey Harper, Gregory D Jacobs, Charles C McLeod
    • Date: Oct 1986
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Financial management; Technology & Applications>Analytics and informatics
  • Risk-Based Capital Update
    zero except for disability income and long-term care. The new asset concentration factor now has ... ago when the RBC formula was developed. The primary focus then was on traditional default risk and ...

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    • Authors: Larry M Gorski, Alastair G Longley-Cook, James Reiskytl
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Capital management - ERM; Public Policy
  • Deferred Compensation Arrangements - A Primer
    quite advantageous for employers. There are two primary reasons for this: (a) the absence of the antidiscrimination ... fact, these plans could eventually become the primary source of retirement income for top executives ...

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    • Authors: Robert L Pawelko, Stanley B Rossman, Robert E Shor, Jon D Sutcliffe, Randall J Tomassi
    • Date: Apr 1986
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Corporate plans; Pensions & Retirement>Pension legislation and regulation