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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 ...

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    • 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
  • Segregated Funds Seminar Illuminates Equity Guarantees Risks
    ance. In the real world, neither investment banks, direct writers, or reinsurers can take on the whole risk ... risks. The direct writer needs to determine their risk tolerance and take some risk. Direct writers are ...

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    • Authors: G Mitchell
    • Date: Feb 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities; Enterprise Risk Management
  • Variable Annuity Guaranteed Minimum Death Benefits
    reinsurance, Steve did annuity product work for Lincoln's direct site. So I've asked Steve to talk about this topic ... companies to speak. His perspective will be from the direct writer's side. MR. G. THOMAS MITCHELL: By way ...

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    • Authors: Garth A Bernard, G Mitchell, Steven Habegger, John Slater
    • Date: Apr 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Annuities>Variable annuities