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  • Policy Loans
    Policy Loans This material from the 1981 SOA Fall Meeting is a collection of impromptu questions ... loan rates. The variable loan rate proposal and direct recognition are also covered. From Record of the ...

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    • Authors: Arthur C Cragoe, C S Kit Moore, Dale R Gustafson, Harry G Hohn
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Whole life
  • The Future Of Whole Life Insurance - A Debate
    companies' universal life products. So, today, my primary goal will be to establish a case for universal ... things along similar lines: new money dividends, direct recognition of loans, and more aggressive dividend ...

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    • Authors: Robert W MacDonald, Randall Mire, Dale R Gustafson, O David Green
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Whole life
  • Conservation Strategies For Permanent And Term Insurance
    programs within the structure of the company, great care should be taken to assure that the real objectives ... merely bringing down the current fever, and will be care- fully matched against the organization's capabilities ...

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    • Authors: Richard A Burrows, Robin B Leckie, Walter N Miller, Larry R Robinson, Robert Shapiro, John Yanko, Dale R Gustafson
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Meeting Recap
    counter- productive; and it is much simpler and more direct to compute cash values from the retrospective approach ... agents; personal producing general agents; and direct response. They also discussed advantages and disadvantages ...

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    • Authors: David R Carpenter, Gary Corbett, James Lee Lewis, Dale R Gustafson
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • North American Actuarial Organizations
    connection with the casualty loss reserve area, but the direct public interface involve- ment for the actuarial ... American Academy of Actuaries. Like it or not, the primary frame of reference for the actuarial profession ...

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    • Authors: E Paul Barnhart, John T Birkenshaw, Jorge Suzán Vélez, Dale R Gustafson
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional associations
  • Overview and Outlook for Public Issues Involving the Actuary
    the U.S. the Reagan fiscal proposals were the primary topic of conversation. It was emphasized that these ... options, (2) employer coalitions, working with health care providers on cost containment, and (3) legislative ...

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    • Authors: Richard L Hall, W Paul McCrossan, Carl R Ohman, Rodney R Rohda, Ian M Rolland, Dale R Gustafson, Charles E. Rohon, Cynthia M. Clancy, Stephen B. Kellison
    • Date: May 1981
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • U.S. Federal Income Tax
    impact the answer to the unanswered questions, so, care must be taken in the initial design step. The potential ... respond to that fear. One of the mutual companies' primary interest has been to focus oH a level product by ...

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    • Authors: Gary Muller, Godfrey Perrott, Richard S Robertson, Ronald Wegner, Dale R Gustafson
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Treatment of Existing Life Insurance Policyholders in Times of Rapidly Changing Economic Conditions
    our books. Retention of existing business is a primary factor of defensive motivation. The next category ... force, Mr. Rugland accurately described the two primary motivating forces for Northwestern Mutual as being ...

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    • Authors: Michael B Hutchison, Sidney A LeBlanc, James Reiskytl, Walter Rugland, Dale R Gustafson
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Professional Conduct and Independence of the Actuary
    Professional Conduct and Independence of the Actuary This panel discussion, presented at a 1976 SOA ... It is up to the Qualified Actuary to avoid a direct or indirect association with a violation of the ...

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    • Authors: Edward H Friend, John S McCoy, Dale R Gustafson, George R. Wallace
    • Date: Jun 1976
    • Competency: Professional Values>Ethical standards
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession
  • Influencing Legislation and Regulation
    Influencing Legislation and Regulation This 1981 session dealt with Influencing Legislation ... National Commission on Social Security, PBGC, Health Care Financing Administration, Health and Human Services ...

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    • Authors: William D Hager, Barbara Lautzenheiser, Janice Gregory, Dale R Gustafson
    • Date: May 1981
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession