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Variable Annuities and Mutual Funds
preserve purchasing power after retirement was the primary need, and this was expanded later to how to keep ... The funds are strictly regulated, true, but the primary regulation is on a federal level and is done by ...- Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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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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A Smoothed Equity Unit Annuity
this paper was developed, in large measure, as a direct response to the stimulation afforded by the above ... not change, and annuity payments would rise in direct proportion to the in- creases in prices. There ...- Authors: James L Clare, G Ashley Cooper, Robert M Duncan, Harold Gilbert, Donald S Grubbs, Cecil J Nesbitt, Colin Jack, George C Campbell, William M Anderson
- Date: Oct 1962
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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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 ...- 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