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Individual Retirement Account Competition
through April 15th of next year. The thrust of our direct marketing efforts to date has been in the area ... Scudder Fund Distributors, to the purchaser with no direct fees or charges to the purchaser. All shareholders ...- Authors: Gregory J Carney, Steve Cooperstein, Deborah C Foord, Howard H Kayton, Gordon H Leavitt, Martin Ruby, Alan C Snyder, Forrest Allen Spooner, S Jeffrey Baxter
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Pensions & Retirement
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The Actuary's Potential Fiduciary Responsibility with Respect to Investments
advice, he will be held to a higher standard of care than that to which a nonprofessional would be held ... he should not be held to the highest standard of care. But that, of course, opens up the actuary to disdain ...- Authors: Lawrence N Bader, John F Guthrie, Howard H Kayton, Ellen M Torrance, Gary D Simms
- Date: Oct 1988
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics
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Meeting of the Individual Life Insurance and Annuity Product Design Section
the Society in sponsoring seminars or sponsor and direct seminars. Research - we may define and recommend ... members and we know that all of you have different primary interests. Some of the people up here are very ...- Authors: Gregory J Carney, Michael B Hutchison, Jay Jaffe, Howard H Kayton, Richard W Kling, D Alan Little, Lynn C Miller, John O Montgomery, Richard A Swift
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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Latest News from the NAIC
regulation the effective dates are January 1, 1994 for direct business, and January 1, 1995 for reinsurance assumed ... reserves. articles that I have read mention that the primary objective of product design is avoid deficiency ...- Authors: Howard H Kayton, Daniel J Kunesh, Donald Maves, Dennis L Stanley
- Date: May 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Investment Section Organizational Meeting
you up-to-dateon all of those topicstoday, with primary emphasis on the goals and objectives. Before we ... for our asset/liability management program. I direct the strategic and tactical planning 1373 SECTION ...- Authors: Peter Bondy, Gregory J Carney, William Carroll, Harold G Ingraham, Howard H Kayton, Richard S Robertson
- Date: May 1987
- Competency: Leadership>Professional network leverage
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments
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Actuarial Solutions To The Life And Health Guaranty Fund Problems
PROBLEMS The conflicting tenets of having to take care of your opponent's policy- holder while at the same ... sale of the block, and the tax offset would take care of any major problems that were out there for the ...- Authors: Howard H Kayton, Donald J Matthews, Ian M Rolland, Kenneth Thieme, John E Washburn
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Current Regulatory Topics Affecting Life Insurance And Annuity Product Development
expressed some criticism of your tables. Would you care to comment? MR. DOLL: Jack had four general criticisms ... current unisex legislation being considered. The primary bills that have been introduced are HR i00 in Congress ...- Authors: Robert Blake, James M Carr, William Carroll, Douglas Doll, Howard H Kayton, Richard A Swift
- Date: May 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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Individual Annuities
purpose, which is guaranteed retirement income. Care should be taken in issuing large contracts (e.g ... deferred annuities (FPA). To avoid duplication, I will direct my remarks to an overview of FPA contracts currently ...- Authors: John Fritz, Howard H Kayton, Steven R Linney, Richard A Swift
- Date: Jun 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Public Policy
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Current Annuity Topics
the plan, and hence sales, will likely vary in direct proportion to changes in the rate of inflation ... investment-crediting rate assumptions. One of the primary uses of these models is to determine the difference ...- Authors: Howard H Kayton, Lynette Trygstad, Elaine Mandrish, Richard A Swift, Christopher H Wain
- Date: Jan 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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The Financial Risk to Life Insurance Companies from Changes in Interest Rates
risk for Non-Par Individual Life Insurance. The primary purpose is to describe both the conceptual and ... book of business because of lapse rather than a direct result of borrowing costs. As noted earlier, this ...- Authors: James A Geyer, Howard H Kayton, Paul F Kolkman, Carl R Ohman
- Date: Apr 1982
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Capital - Annuities; Enterprise Risk Management>Capital management - ERM; Finance & Investments>Asset liability management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Capital - Life Insurance