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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
  • Individual Underwriting
    and amount for the proper type of prospects. Care must be taken that underwriting for persistency ... benefits exceed, or too closely approach, costs of care incentives to economize are removed and often lead ...

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    • Authors: Albert A Bingham, Norman F Buck, Frank H David, Karl M Davies, Fred DeBartolo, William A Feeney, Richard H Fitzpatrick, Ardian Gill, Myles Gray, George L Hogeman, W Allan Keltie, Richard H Morse, John S Moyse, Joseph C Sibigtroth, John M Sutherland, Edward A. Lew, Alton P Morton, Charles A. Ormsby, Eduard H Minor, Barton S Pauley, Donald J Van Keuren, Maruice E Comfort, George W Chalmers, Willard A Thompson, Jack A Rowland
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability; Life Insurance