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  • The Future of Single Premium Life Insurance and Annuities
    profit margin and overhead expenses not covered by direct loads or other charges, (ii) avoiding capital losses ... sell single premium life and annuities as their primary (bread and butter) products. However, the single ...

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    • Authors: John Fritz, Burnett A Halstead, D Ted Steven, James A Tilley
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Fixed annuities; Life Insurance>Whole life
  • Pension Products
    backdrop, let me talk about what I see as the three primary dis- tribution channels. Most of us are used to ... that larger market tends to react to direct selling. Now, the direct sale is to someone who will buy for ...

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    • Authors: Murray Becker, Donald E Conover, Gerald L Katz, Phillip N Maisano, Forrest Allen Spooner, James A Tilley
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Pension investments & asset liability management
  • A Conceptual Analysis of Nonparticipating Life Insurance Gross Premium and Profit Formulas
    formulas dis- cussed, and (3) to demonstrate how the direct calculation of federal income tax as a cash outflow ... in the previous section in order to include a direct analysis of federal income tax in the profitability ...

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    • Authors: Robert L Collett, James W Lamson, David S Lee, Frank C Metz, Steven Sommer, Donald R Sondergeld, Hemant Tilak, James A Tilley
    • Date: Oct 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance
  • Options And Futures - A Teaching Session
    future contract, and which, therefore, is the primary moving force on the pricing of the contract. ... you would be able to take the gains or losses as direct tax offsets against your interest expense. However ...

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    • Authors: David P Jacob, Arthur L Rebell, Richard L Sega, Alan W Sibigtroth, James A Tilley
    • Date: Apr 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Derivatives
  • Options And Futures - A Teaching Session
    not by expectations for interest rates. • The primary uses of interest rate futures in our industry are ... the last two terms, cash return minus coupon, the direct arithmetic relationship between the price of the ...

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    • Authors: Robert W Crispin, David M Dunford, David P Jacob, James A Tilley
    • Date: May 1984
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investments; Public Policy
  • Investment Strategy For Individual Life Insurance
    combinations of expense charges, mortality charges, and direct interest credits. In an effort to have the product ... the liability structure. These developments are direct recognition, adjustable loan rates, the Investment ...

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    • Authors: Barry T Allen, Arnold Dicke, Christine A M Straate, James Reiskytl, James A Tilley
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Investment strategy - Finance & Investments
  • The Pricing of Nonparticipating Single Premium Immediate Annuities
    resulting from advances in medicine and geriatric care. 5. Few companies write a sufficiently large volume ... Anniversaries," TSA, 1973 Reports, p. 59. 5. STEIN, M. "A Direct Comprehensive Approach to the Calculation of Gross ...

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    • Authors: J Alan Lauer, Larry R Peterson, James A Tilley
    • Date: Oct 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Pricing - Annuities
  • Securitization of Policy Loans
    reserve fund, provided by equity investors, would take care of the slow pay scenario (Graph 5). As a further ... loan to value ratio of greater than 90%. The primary factors impacting the paydown of PHLs are death ...

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    • Authors: James Hohmann, V Michael Shante, James A Tilley, David Franzetta
    • Date: Jun 1988
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Achieving Consistency between Investment Practice and Investment Assumptions for Single Premium New-Money Products
    investment income among blocks of business unless care is taken. Sup- pose that interest rates have fallen ... among credit-risk/maturity-date categories. The primary objectives of investment policy are to satisfy ...

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    • Authors: James A Tilley
    • Date: Oct 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Pricing - Annuities; Finance & Investments>Investment strategy - Finance & Investments
  • Changing Role Of The Valuation Actuary
    Changing Role Of The Valuation Actuary Article from The Actuary, November 1985 – Volume No. ... argued in a clever and entertaining fashion.) The primary difficulty is that there are many contingencies ...

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    • Authors: James A Tilley
    • Date: Nov 1985
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting