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  • Current Issues in Sales Illustrations
    anyone here who has a two-tier product who would care to comment? Mr. Richen: This was a question ... service the payroll deduct market. That's our primary focus. I believe there was a nonterm group life ...

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    • Authors: John D Branscomb, Donald E Fritz, David Karo, Wm Harold Phillips, Forrest A Richen, Roger K Wiard-Bauer
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Implementing the Illustration Regulation: The Clock is Ticking
    monumental, and I should hasten to point out that greater care taken by the appointed illustration actuary can ... underdelivered in the product that was illustrated. The primary reason for the failure was a change in the investment ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Session 43 - Confessions of a Model Steward
    Session 43 - Confessions of a Model Steward As of 2019, most companies have defined ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...

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    • Authors: John Fowler, David Karo, Douglas Arthur Adams, Jhonattan Cesar Sanchez
    • Date: Aug 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Modeling & Statistical Methods>Modeling efficiency