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Equity-Oriented Products
will become a member of the NASD or submit to direct SEC regulation under Rule 15(b)8-1 of the 1934 ... balance with the client's insurance needs, if you care to. I t is not neccessarily a part of the regulation ...- Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
- Date: Apr 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Expense Formulas for Minimum Nonforfeiture Values
. . . . . . . 2.3% of all other expenses 9. Direct maintenance functions . . . . . . . . . 3.1% of ... specific line of business or a particular function. Direct maintenance functions are defined to cover all ...- Authors: Ardian Gill, John O Montgomery, Ernest J Moorhead, Charles F B Richardson, Herbert L Feay
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Public Policy
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Some Actuarial Considerations for Mutual Companies
a portion of general overhead expense to be a direct charge against surplus earnings. This helps to ... acquiring the same volume of business through direct writing, since the transferred reserves plus surplus ...- Authors: Thomas P Bowles, Donald D Cody, Linden Cole, Louis Garfin, Ardian Gill, Norman E Henricks, Howard H Kayton, Robin B Leckie, John C Maynard, Brian R Newton, Claude Y Paquin, Henry B Ramsey, Paul E Sarnoff, Donald R Sondergeld, Robert C Tookey, Owen A. Reed, Charles L. Trowbridge
- Date: Oct 1979
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting
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Individual Underwriting
and amount for the proper type of prospects. Care must be taken that underwriting for persistency ... benefits exceed, or too closely approach, costs of care incentives to economize are removed and often lead ...- Authors: Albert A Bingham, Norman F Buck, Frank H David, Karl M Davies, Fred DeBartolo, William A Feeney, Richard H Fitzpatrick, Ardian Gill, Myles Gray, George L Hogeman, W Allan Keltie, Richard H Morse, John S Moyse, Joseph C Sibigtroth, John M Sutherland, Edward A. Lew, Alton P Morton, Charles A. Ormsby, Eduard H Minor, Barton S Pauley, Donald J Van Keuren, Maruice E Comfort, George W Chalmers, Willard A Thompson, Jack A Rowland
- Date: Jan 1964
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Health & Disability; Life Insurance