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

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  • 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
  • Product Portfolio Management
    this is that statutory reserves are based upon a mortality assumption but no lapse assumption. Therefore ... the benefits for GAAP and for statu- tory, the mortality benefits. The benefits not provided in statutory ...

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    • Authors: Elizabeth Gaddis, Charles A Nichols, Alan W Sibigtroth, Carl B Wright
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance; Life Insurance
  • Digest of Smaller Company Forum
    have wasted money on marginal schemes. MR. JOHN S. MOYSE: My experience has been that persistency ele- ... revised at the time of adoption of the 1958 CSO Mortality Table? MRS. ANNA MARIA RAPPAPORT: Standard Security ...

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    • Authors: William L Barber, Ralph E Edwards, Melvin L Gold, J Stanley Hill, George E Immerwahr, Robert H Jordan, Morton J Kent, John S Moyse, Anna M Rappaport, Courtland C Smith, W Tris Stevens, Ralph G Swail, Robert C Tookey, Irwin T Vanderhoof, James G Bruce, Reuben I Jacobson
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Health insurance; Life Insurance; Technology & Applications>Computer science
  • Repricing Considerations – In-Force Blocks of Business
    -- Lower interest rates than expected -- Lower mortality costs than expected -- Is it appropriate to recover ... 1985 and I think has been specializing in the annuity areas. MR. ALLAN L. CHAPMAN: We have witnessed ...

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    • Authors: Steve Boger, Allan L Chapman, Edward J Slaby, Roger W Smith
    • Date: Jun 1988
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Debt Protection Product Development in the Aftermath of Gramm-Leach-Bliley
    including the current project of updating credit mortality tables. Before our presenters begin, I will ... primarily in the credit card base for banks. In 2000, the credit insurance industry was about $6 billion ...

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    • Authors: Christopher Hause, Jonathan Philip Jannarone, R Scott Jentz
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance; Life Insurance