Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Professional Development
    Professional Development 1987 Valuation Actuary Symposium. This session presented views regarding ... the cur rent valuation system even though the dynamic interest feature of the 1980 amendment has great ...

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    • Authors: Ted E Becker, Robert J Callahan, Arnold Dicke, Edward A Johnston, John O Montgomery
    • Date: Jan 1987
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession>Professional development; Public Policy
  • Annuities For Individuals
    framework under which to work. Combined with the dynamic interest provisions of the valuation law, we have ... blinded by the apparent infallability at the time of dynamic manage- ment personalities. These are problems ...

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    • Authors: Kenneth S Avner, Joseph L Blattner, John O Montgomery, James A Robinson, Richard A Swift
    • Date: May 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities
  • New Standard Non-Forfeiture And Valuation Laws
    Standard Valuation and Nonforfeiture Laws are dynamic in nature requiring continual attention as to enabling ... in the 1980 amendments is the introduction of a dynamic interest rate. The maximum interest rate for nonforfeiture ...

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    • Authors: Peter A Marion, John O Montgomery, Godfrey Perrott, William T Tozer, Cheryl L P Vigen
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Implementation Of The 1980 Amendments To The Standard Valuation And Non-Forfeiture Laws
    mortality factors associated with them, and also the dynamic feature of the interest rates requires a greatly ... reluctance to be the first to enact the new "dynamic" interest rate changes. New Mexico, the first state ...

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    • Authors: William Carroll, John O Montgomery, Godfrey Perrott, William T Tozer
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • Meeting of the Individual Life Insurance and Annuity Product Design Section
    is being discussed. For example, with the ACLI dynamic interest proposal, most of us found out about it ... it after the fact. We had heard of dynamic interest but did not know very much about it, and suddenly ...

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    • Authors: Gregory J Carney, Michael B Hutchison, Jay Jaffe, Howard H Kayton, Richard W Kling, D Alan Little, Lynn C Miller, John O Montgomery, Richard A Swift
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession; Public Policy
  • The Actuary VOL. 15, No. 9 Our New Model Valuation and Nonforfeiture Laws
    The Actuary VOL. 15, No. 9 Our New Model Valuation and Nonforfeiture Laws This is the first ... yeoman work in de- veloping basic features of the dynamic interest rate approach. And #the final resolution ...

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    • Authors: John O Montgomery
    • Date: Nov 1981
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • The Actuary and the State
    has recently approved for consideration a more dynamic valuation approach which would place more authority ... enactment of the 1980 amendments which contain dynamic features allowing for automatic changes in interest ...

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    • Authors: Richard Humphrys, Edward A Johnston, Robin B Leckie, John O Montgomery
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Public Policy
  • Regulation and the Actuary: Three National Approaches
    Regulation and the Actuary: Three National Approaches In this 1981 discussion session, actuaries ... valuation and non- forfeiture values provides a dynamic approach to nonforfeiture values for the first ...

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    • Authors: Richard Humphrys, Edward A Johnston, John O Montgomery
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Public Policy
  • Insurance Regulation and Legislation
    Insurance Regulation and Legislation This meeting session covered proposed amendments to valuation ... which included a new mortality table and the dynamic interest rate concept, the NAIC's activities ...

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    • Authors: Charles Greeley, Howard H Kayton, John O Montgomery, Virgil Wagner
    • Date: Jun 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
  • Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
    standards. Very briefly, the proposal is for a dynamic valuation structure, where the maximum interest ... certain basic principles for implementing the dynamic valuation proposal. One subtlety is not covered ...

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    • Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
    • Date: Oct 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy