Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • Current Topics for Individual Life and Annuity Product Development
    new-money yield rates available, the nascent long-term-care-insurance [LTCI] and accelerated death benefit [ADB] ... Actuaries, Vol. 14, No. 2. Group life plans;Long-term care insurance=LTCI;Taxes=Taxation;Universal life; 16110 ...

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    • Authors: Harold G Ingraham, Walter N Miller, Jesse M Schwartz, Richard Wong
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Digest of Discussion at Concurrent Sessions
    Personal desires extend to education and medical care, not only for ourselves and our families but for ... Allowances and premium-free hospital and medical care insurance. Moreover, as some jurisdictions, including ...

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    • Authors: Society of Actuaries, Daniel M Arnold, Thomas P Bowles, Paul A Campbell, David R Carpenter, Daniel Case, Gary Corbett, J Dickson Crawford, Kiran Desai, Ralph E Edwards, Abraham Hazelcorn, Charles C Hewitt, Donald A Jones, Wilfred A Kraegel, Meno T Lake, J Alan Lauer, James Lee Lewis, Walter B Lowrie, John Mahder, J Clunas McKibbon, H Morris, Robert J Myers, Stewart G Nagler, Carl R Ohman, Franklin D Pendleton, Anna M Rappaport, Stuart A Robertson, D'Alton S Bill Rudd, Walter Rugland, Douglas O Sanders, Jesse M Schwartz, Frederic Seltzer, Barry L Shemin, Walter W Steffen, Frederick S Townsend, Howard Young, John E Hanson, RICHARD L MAURER, Charles Barry H. Watson, Charles L. Trowbridge, Richard W Ziock, Dale R Gustafson, John C Fraser, Wendell Milliman, Eugene F Porter, Schuyler W Tompson
    • Date: Jun 1970
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession; Economics>Financial economics; Life Insurance; Modeling & Statistical Methods; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Pension legislation and regulation
  • Agency Strategies For Marketing Success
    depending on the type of organization you have, i.e., direct mail, brokerage, career, PPGA, you might package ... and polleyowner needs. 1812 OPEN FORUM The primary argument against these plans will be the lack of ...

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    • Authors: John T Birkenshaw, Stephen Conwill, Carl T Furniss, Jesse M Schwartz
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Persistency and the Retention of Agents
    full confidence in his ability to sell to his primary market. The less frequently sold or more technical ... by developing a large multiple line system or a direct mail system). A recent LIMRA publication, Profits ...

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    • Authors: Application Administrator, Neil M Anderson, Joseph R Brzezinski, Jesse M Schwartz, Frank Zaret
    • Date: Oct 1978
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • International Accounting Standards - Current Developments
    be separated out. Interestingly, if a company's primary basis of accounting had been U.S. GAAP, there ... its current state will not stay around. So if you care at all about a future insurance standard in the ...

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    • Authors: Mark Freedman, Jesse M Schwartz
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>International Accounting Standards Board [IASB]
  • Individual Life Insurance
    through existing field compensation systems. Great care must be taken to avoid the creation of a block of ... as Jesse sug- gested, to fire agents who broker direct rather than through the company brokerage firm ...

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    • Authors: William Britton, Paul J Overberg, Marjorie Rosenberg, Jesse M Schwartz, Lawrence Silkes
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance