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

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  • Actuarial Aspects of State Regulation of Individual Variable Annuities
    on regulation of interest rates, expense and mortality guarantees, grace period and nonforfeiture provisions ... 20, Pt. 1, No. 58. Annuity valuation;Discount rates=Interest rates;Mortality assumption;Nonforfeiture ...

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    • Authors: Harry Walker
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Annuities and Mutual Funds
    Variable Annuities and Mutual Funds This discussion at an SOA 1968 Regional Meeting compares ... Commission=SEC;Taxes=Taxation;Variable life;Life and annuity expenses;Mortality risk; 2078 5/1/1968 12:00:00 AM ...

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    • Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • A Proposed Method of Valuing Variable Benefit Retirement Plans
    in the plan. It is possible also to shift the mortality risk from the guarantor to the participants by ... VARIABLE BENEFIT RET IREMENT PLANS 513 reflect the mortality experience of the group. Except for very large ...

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    • Authors: Chandler L McKelvey, Franklin C Smith
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Plan design
  • Report on the Status of Variable Annuities and Related Developments
    amount type of annuities in that the mount of the annuity payments is subject to periodic variation. Generally ... provide variable annuity coverage as a companion to the Teachers Insur- ance and Annuity Association, under ...

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    • Authors: Meyer Melnikoff
    • Date: Nov 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities; Pensions & Retirement>Pension investments & asset liability management
  • Equity-Oriented Products
    Equity-Oriented Products This discussion at the 1968 Annual Meeting covers equity-oriented product ... Commission=SEC;Taxes=Taxation;Variable life;Life and annuity expenses; 2072 10/1/1968 12:00:00 AM ...

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    • Authors: Raymond L Crapo, Charles T P Galloway, Harold G Ingraham, J Reuben Rigel, Ian M Rolland
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Annuities and Mutual Funds
    Variable Annuities and Mutual Funds This discussion at the SOA 1968 Philadelphia and Los Angeles ... Commission=SEC;Taxes=Taxation;Variable annuities;Variable life;Mortality risk; 2067 4/1/1968 12:00:00 AM ...

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    • Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Equity-Oriented Products
    encountered in the establishment of a variable annuity operation in the following areas: 1. Compliance ... personnel are required to en- ter the variable annuity field? What extent of surplus commitment is required ...

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    • Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
    • Date: Apr 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Panel Discussion - Equity Products
    Panel Discussion - Equity Products This panel discussion reviews various viewpoints, ... various viewpoints, actuary's, agent's, and regulator's views on equity products. From Transactions ...

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    • Authors: Robert H Jordan, Alan M Thaler, Benjamin L Stern, John A Dudley
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Legal Notes
    (United States Supreme Court, June 9, 1958) 357 U.S. 51. The Government brought this action to recover ... Itlscock v. Mertens, 205 U.S. 202, 211, and Burllngham v. Crouse, 228 U.S. 459, 469. See also United ...

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    • Authors: B. M. Anderson
    • Date: Oct 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities; Health & Disability>Health insurance; Life Insurance