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

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  • Individual Life and Health Insurance
    coverages, life underwriting, reinsurance, individual annuity retirement plans in Canada, market testing new ... term=Yearly renewable term=YRT;Underwriting;Life and annuity expenses;Modified coinsurance=Modco; 2031 6/1/1967 ...

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    • Authors: William H Aitken, Andrew Bodine, Robert C Dowsett, Niels H Fischer, Donald L Gauer, Ardian Gill, E Sydney Jackson, Wallace R Joyce, Wilford A Leonard, Archie R McCracken, John Miller, Will R Mullens, C David Silletto, Stephen N Steinig, William J Taylor, Samuel H Turner, Jerome H Vance, Gerald T Walker, Charles F B Richardson, Edwin B. Lancaster, Douglas T Weir, George W Chalmers, Ralph J Hasbrouck, Wayne A Gillis
    • Date: Jun 1967
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Health & Disability>Disability insurance; Life Insurance
  • General
    General This general discussion looks at problems or solutions developed in the ... leading companies to recent reductions in individual annuity rates, trend to offer first year cash values, increasing ...

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    • Authors: Society of Actuaries
    • Date: May 1957
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Qualifications; Annuities>Individual annuities; Life Insurance
  • Individual Life Insurance and Annuities
    1957, North American Life introduced a deferred annuity policy which calls for a basic annual pre- mium ... nine times the basic premium in any policy year. Annuity conversion rates are guaranteed, and cash values ...

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    • Authors: Melvin D Bennett, John M Boermeester, Morris Chambers, Frank H David, Edward T Hill, Robert N Houser, Meno T Lake, John J Marcus, Archie R McCracken, Walter N Miller, John S Moyse, W Donald Patterson, Joseph A Schwarz, Frederic Seltzer, L Jefferson Stulce, Edwin B. Lancaster, Eugene F Porter, A T Haynes
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Life Insurance
  • Individual Life and Health Insurance
    Individual Life and Health Insurance These discussions at the 1967 New York and New Orleans ... term=Yearly renewable term=YRT;Underwriting;Life and annuity expenses;Modified coinsurance=Modco; 2022 4/1/1967 ...

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    • Authors: Albert A Bingham, William C Brown, Richard A Burrows, Waid J Davidson, David Drake, Stanley L Eisner, Leon D Forbes, Harold G Ingraham, Maynard I Kagen, Gerald A Levy, Henry J Martin, Ernest J Moorhead, E James Morton, Thomas K Pennington, Anna M Rappaport, C David Silletto, William M Snell, Dean A Wahlberg, Christopher H Wain, Harry Walker, Edward G Wendt, Martin L Zeffert, Robert Walker, Philip F Finnegan, John C Wooddy, Alton P Morton, Charles Connolly, Edwin B. Lancaster, Archibald H McAulay, Robert T Jackson, Edwin L Bartleson, Frederic P Chapman, Donald J Van Keuren, Reuben I Jacobson, Paul C Moore, Robert K Lawrence, Robert G McLaughlin, Norman C Ford
    • Date: Apr 1967
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Individual annuities; Health & Disability; Life Insurance
  • Panel Discussion - H.R. 10
    H.R. 10 business, if a company had no flexible annuity contract or rider, was, of course, to use split-funding ... tioned; the other two are the use of a flexible annuity and the use of a flexible rider. It might be well ...

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    • Authors: Elmer R Benedict, Daniel F McGinn, Angus L Crawford
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement
  • Panel Discussion - H.R. 10
    fund would be taxed when received just as any annuity is taxed. That was a fairly simple proposition ... the twenty-one had adopted a special form of annuity contract with premiums that may vary from year ...

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    • Authors: Ernest J Moorhead, Fredrick E Rathgeber, Harry Walker, Bruce E Shepherd
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Pensions & Retirement