Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Overinsurance
    on speculative buying of life, AD&D, and disability insurance, the effect of expanded disability provisions ... provisions in the Social Security Act on underwriting disability benefits, and the avoidance of overinsurance ...

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    • Authors: Burton E Burton, William E Butler, Frank H David, Gary K Drown, Richard W Erdenberger, Robert B Goode, George L Hogeman, Morton J Kent, Meno T Lake, Quintin J Maltby, Joseph W Moran, George M Sherritt, Charles N Walker, Ralph P Walker, George Davis, JOHN H MILLER, Andrew C Webster, Arthur Pedoe, J Henry Smith, Philip F Finnegan, Alton P Morton, Wilmer A Jenkins, Barton S Pauley, Alfred N Guertin, Earl M Macrae, Frank G Whitbread, Walter A Merriam, Douglas T Weir, Robert P Coates, Milton A Ellis, Robert L Roebuck
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability; Life Insurance
  • Digest of Panel Discussion on the Implications to Insurance of the 1954 Internal Revenue Code
    Digest of Panel Discussion on the Implications to Insurance of the 1954 Internal Revenue Code The panel ... panel provided a basis for discussing the implications of the new tax code to life insurance and associated ...

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    • Authors: Society of Actuaries, Meno T Lake, Ernest J Moorhead, Albert Pike, J Perham Stanley, William J November, Ray M Peterson, George R. Wallace, Edwin L Bartleson, Ralph J Walker, Application Administrator
    • Date: Oct 1954
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Public Policy
  • Diversification of Life Companies to Financial Services
    Diversification of Life Companies to Financial Services We have for many years looked into the demographic ... demographic, economic, social, and political trends that are going on here in the United States and have concluded ...

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    • Authors: Andrew Delaney, Meno T Lake, Kenneth R MacGregor, Colin C Hampton
    • Date: Jan 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Discussion at Concurrent Sessions
    Digest of Discussion at Concurrent Sessions The following topics were discussed at concurrent sessions: ... sessions: 1. Personal Security in the 1970's- United States and Canada, 2. Adjusted earnings for life ...

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    • Authors: Society of Actuaries, Daniel M Arnold, Thomas P Bowles, Paul A Campbell, David R Carpenter, Daniel Case, Gary Corbett, J Dickson Crawford, Kiran Desai, Ralph E Edwards, Abraham Hazelcorn, Charles C Hewitt, Donald A Jones, Wilfred A Kraegel, Meno T Lake, J Alan Lauer, James Lee Lewis, Walter B Lowrie, John Mahder, J Clunas McKibbon, H Morris, Robert J Myers, Stewart G Nagler, Carl R Ohman, Franklin D Pendleton, Anna M Rappaport, Stuart A Robertson, D'Alton S Bill Rudd, Walter Rugland, Douglas O Sanders, Jesse M Schwartz, Frederic Seltzer, Barry L Shemin, Walter W Steffen, Frederick S Townsend, Howard Young, John E Hanson, RICHARD L MAURER, Charles Barry H. Watson, Charles L. Trowbridge, Richard W Ziock, Dale R Gustafson, John C Fraser, Wendell Milliman, Eugene F Porter, Schuyler W Tompson
    • Date: Jun 1970
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Economics>Financial economics; Life Insurance; Modeling & Statistical Methods; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation
  • Research In Agency Operations
    Research In Agency Operations This discussion at the SOA 1968 Philadelphia Regional Meeting looks at research ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Impact of Inflation on Life Insurance Companies
    Impact of Inflation on Life Insurance Companies Panel discussion on inflation's impact on business ... plans, long-term benefit levels, and determination of financial reporting items such as future reserves ...

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    • Authors: Daphne D Bartlett, Gary Corbett, Robert N Houser, Wilfred A Kraegel, Meno T Lake, Alan Richards, Robert C Tookey
    • Date: Mar 1975
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Non-forfeiture benefits; Pensions & Retirement>Pension finance; Public Policy
  • Ordinary Insurance
    Ordinary Insurance This informal general discussion session was ... centered around ordinary insurance, the size of ordinary policies, mode of premium payment, and juvenile policies ...

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    • Authors: Society of Actuaries, William C Brown, Meno T Lake, Tilmar A Moilien, John B Stearns, AMY M CAMPBELL, JAMES ANTHONY CAMPBELL, James Ross Gray, Arthur Pedoe, Robert L Bergstresser, Edward A. Rieder, Edward Ruse
    • Date: Mar 1953
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Pricing - Life Insurance
  • Individual Life and Health Insurance
    Individual Life and Health Insurance This discussion at the 1968 Annual Meeting covers various individual life ...

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    • Authors: William C Brown, Gary K Drown, William A Halvorson, Robert E Hunstad, Lee H Kemper, Meno T Lake, Walter N Miller, Larry R Robinson, William Henry Schmidt, Anthony Spano, Stephen N Steinig, Robert C Tookey, Paul D Yeary, Alexander Marshall, Elgin Robertson Batho
    • Date: Oct 1968
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability; Life Insurance
  • Unassigned Surplus and Contingency Reserves
    discussion at the 1967 Annual Meeting is about the appropriate level of unassigned surplus and the rationale ... and accounting for contingency reserves. The question of a contingency reserve for Phase III tax is ...

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    • Authors: Dwight K Bartlett, Thomas P Bowles, John M Bragg, Robert G Espie, Louis Garfin, Meno T Lake, Charles W McMahon, Will R Mullens, Harry Walker, Dale R Gustafson, Edward A Green, William M Anderson, Max Bruce Willard Batho, Eugene F Porter, Henry S Beers, Joseph R Pickering
    • Date: Oct 1967
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting
  • Ordinary Insurance Premiums - Miscellaneous
    Ordinary Insurance Premiums - Miscellaneous Discussion of: 1. Interest and mortality assumptions for ... being made in the Jumping Juvenile, Family Policy and Special Plans 3. Merits of combining individual ...

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    • Authors: Lloyd K Friedman, Ralph H Goebel, Meno T Lake, Fred G Letwin, Alfred L Buckman, Wilmer A Jenkins
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Whole life