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Industry Convergence - Bank Participation
an increasing activity from new type banks and direct banks, and, last, from the implementation of what ... to three years. They have established their own direct bank and have been tremendously successful in terms ...- Authors: Barry Jacobson, Robert Shapiro, Mark S Reilly, Marla Berman Lewitus, Leslie James Cantlay
- Date: Oct 1999
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Public Policy
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Insurance for the Wealthy: Private Placement
accounts that are identical, and the SEC doesn't care about that. So now we've avoided the '33 Act, the ... particular investment item or items. The client cannot direct the investment manager to select or sell any particular ...- Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance