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  • Implementing the Illustration Regulation: The Clock is Ticking
    Implementing the Illustration Regulation: The Clock is Ticking Presented at October 1996 Annual Meeting. Discusses the new regulatory requirements, including the invention of an illustration ...

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Exploring at the Velocity of Diversification
    Exploring at the Velocity of Diversification In the June 2014 issue of Product Matters, Doug Robbins of Pacific Life authored a fascinating article entitled “Velocity of Diversification.” ...

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    • Authors: Daniel Theodore
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Enterprise Risk Management>Risk appetite; Experience Studies & Data>Mortality