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  • Equity-Oriented Products
    savings vehicle toward anything that represents a direct share in the American economy--but more than that ... custodian fees and premium accounting, and are not a direct source of profit. (An exception to this rule is ...

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    • Authors: Raymond L Crapo, Charles T P Galloway, Harold G Ingraham, J Reuben Rigel, Ian M Rolland
    • Date: Oct 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Variable Annuities and Mutual Funds
    the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...

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    • Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
    • Date: May 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities