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  • Individual Life Insurance And Annuity Product Development Section - Selected Topics
    Individual Life Insurance And Annuity Product Development Section - Selected Topics This session from ... persistency and mortality. Record of Society of Actuaries Vol.9, No. 4 Mortality rates=Mortality tables=Death ...

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    • Authors: Daphne D Bartlett, Donald W Britton, Gregory J Carney, William B Harman, John Palmer
    • Date: Oct 1983
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Modified Endowment Contract Correction Procedure: To Remediate or Not to Remediate
    Modified Endowment Contract Correction ... of Actuaries held in San Diego, CA, June 22-23, 2000 This discussion reviews the need for and ... on;Modified endowment contract=MEC; 17984 6/1/2000 12:00:00 AM ...

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    • Authors: Jeffrey M Robinson, David Miller, Irene Price
    • Date: Jun 2000
    • Competency: Relationship Management>Relationships and trust; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Emerging Tax Issues
    Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section ... life plans;Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death rates ;Payout annuities;Standard ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Regulatory and Tax Developments Affecting Life Product Development
    develop any cash values. AG XYZ equates the mortality with the premiums that are being used to calculate ... this calculation. Once we have our modified mortality rates, we can use the retrospective approach, ...

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    • Authors: Vratislav Vodrazka, Douglas Robbins, Craig Pichette
    • 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: Financial Reporting & Accounting; Life Insurance
  • Variable Products
    discussion of annuity products, we will have time at the end for discussions and for questions on annuity products ... Robertson. He specializes in the area of life and annuity product design. Tim is going to provide insights ...

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    • Authors: Mark Milton, Timothy Pfeifer, Nancy Kenneally, W Thomas Connor
    • Date: Oct 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: 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
  • Life Insurance Policies, Premiums and Dividends
    more than the face amount, and 5. recognizing mortality trends in pricing settlement options. Individual ... uct development;Dividends;Interest rate risk;Mortality risk; 1337 3/1/1957 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Mar 1957
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Variable Life Insurance In Canada And The United States
    penalties. At death, sur- render, or maturity, the annuity options available include both fixed and variable ... but are deterred by poor sales experience in the U.S. and the lack of demand pressure from agents. There ...

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    • Authors: David W Allen, Douglas Doll, Stephen E Roth, Michael R Tuohy, John Vieren
    • Date: Jun 1985
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Variable Life/Fixed And Flexible Premium
    "securities" so broadly that all life insurance and annuity contracts arguably might be deemed to be securities ... Congress expressly excluded life insurance and annuity contracts from the SEC requirements on the basis ...

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    • Authors: Frederick R Bellamy, John Fenton, Gilbert V I Fitzhugh, Randall Mire, Michael R Tuohy
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance