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  • Digest of Forum on Interest and Investments
    Digest of Forum on Interest and Investments Discussion of interest rates and investments. ... and extent of the valuation problem created by direct investment private placement. Asset valuation;Capital ...

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    • Authors: Society of Actuaries, Charles F B Richardson, Geoffrey N Calvert, Fergus J McDiarmid, Charles A Spoerl, Manuel R. Cueto, William M Anderson
    • Date: Nov 1950
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Finance & Investments>Investment policy; Finance & Investments>Investment strategy - Finance & Investments
  • General
    would attend those sessions which would be of primary interest to him, thus reducing the number in attendance ... discussing section C, stated that the number of direct Ordinary policyholders on whose lives his company ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Some Observations on Ordinary Dividends
    predetermined and presumptively normal pattern. The primary function of surplus being as a protection against ... divi- dend group for a given plan or age giving direct rise to a portion of the surplus to which the ...

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    • Authors: Arthur C Cragoe, Ralph E Edwards, Charles F B Richardson, Bert A Winter, Robert T Jackson, Harlow B Staley
    • Date: Nov 1959
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • New Company Probelms
    about $225,000,000. Basically we sell through a direct-writing-company employee sales force. We have a ... accident, health, and group annuities. I will direct my comments to attempting to get production through ...

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    • Authors: Joseph Austin, Charles G Bentzin, William A Brown, John J Byrne, Thurston P Farmer, John S Fry, Melvin L Gold, John E Hearst, James W Kemble, D Alan Little, Chandler L McKelvey, Lawrence Mitchell, Claude Y Paquin, Anna M Rappaport, Alan Richards, C David Silletto, Robert C Tookey, Frederick S Townsend, Charles F B Richardson, Milton F Chauner, John G Selig, Allen L. Mayerson, E Forrest Estes
    • Date: Oct 1967
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Smaller Company Forum
    industrial insurance in many families as the primary form of protection against death. 2. The availability ... a very long while, and, while we can choose to direct our sales efforts away from it, this could carry ...

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    • Authors: Dwight K Bartlett, Bob J Bolin, John M Bragg, David T Bunin, Ralph E Edwards, Lawrence J Finnegan, Charles T P Galloway, Curtis D Greene, Abraham Hazelcorn, Clayton L Jackson, George A MacLean, John S Moyse, William Simpson, Courtland C Smith, Mel Stein, L Jefferson Stulce, Frederick S Townsend, Paul D Yeary, Charles F B Richardson, Franklin B Dana, Francis X Cody, Harwood Rosser, B Franklin Blair, Robert C Bailey, Schuyler W Tompson, Maurice H LeVita, Patrick L Humphrey
    • Date: Apr 1966
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Lapse Rates
    surrender occur because the insurance had served its primary purpose. However, an analysis of the use to which ... investigation may lie in interview sur- veys, in direct contact with the policyholder, and in research ...

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    • Authors: Charles F B Richardson, John M Hartwell
    • Date: Sep 1951
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Digest of Discussion of Subjects of General Interest
    discussions on any of the four topics. I would like to direct a question to Mr. Robertson. You mentioned a compensation ... the total amount of compensation are still the primary factors. MR. HERBERT C. PETTERSEN: I would like ...

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    • Authors: Raymond A Bierschbach, Wilbur M Bolton, Joseph F Crowe, Abraham Hazelcorn, Harold G Ingraham, William K Krisher, Ernest J Moorhead, Charles F Pestal, Herbert C Pettersen, Albert E Reavill, Alan Richards, Stuart A Robertson, Harry M Sarason, William M Snell, Charles F B Richardson, Milton J Goldberg, Daton Gilbert, Russel E Munro, Harold E Crandall, Bernard Fenster, Theodore A Stemmermann, James B Copple
    • Date: Apr 1966
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability; Life Insurance
  • Agency Problems
    invaluable in agency administration but that great care must be used in the initial selection of such standards ... expected to be derived from the plan or change. The primary benefit is quality production from an increased ...

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    • Authors: Robert H Jordan, LaLander S Norman, Charles F B Richardson, Donald M Ellis
    • Date: Sep 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Agency Problems-Policy Replacements
    the Wisconsin regulations is my belief that the primary responsibility in this matter should be placed ... the replacement. In addition to reviewing all direct replacements we also try to control delayed replacements ...

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    • Authors: John C Maynard, Fredrick E Rathgeber, William F Sutton, Ralph P Walker, Charles F B Richardson, William J November, Charles A. Ormsby, Richard C. Guest, James G Bruce, Thomas Edwin Gill, Stuart J Kingston
    • Date: Jan 1961
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Federal Income Tax
    for the in- crease in loading, and there is no direct analogy to this in tax accrual accounting. Many ... of this ex- pense. I wonder if anybody would care to comment on that particular issue. CHAIRMAN ...

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    • Authors: Ralph J Eckert, Thurston P Farmer, Rea B Hayes, John W Paddon, E Brian Staub, Charles F B Richardson, Dale R Gustafson, George H Davis, Charles W. Southern, Lloyd J Brown
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting