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  • Recognition of Sales Inducement and Policy Exchange Credits Under GAAP
    during his public accounting career. Currently his primary responsibilities include GAAP and SEC reporting ... assistant vice-president and product actuary for a direct response insurance company. He was also responsible ...

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    • Authors: John B Kleiman, John Morris, Mary S Saslow, Daniel C Gifford
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Impact of Demutualization on Actuarial Careers
    investor relations in the company. It has become a primary function. We really didn't have investor relations ... through acquisitions. Of course, there should be direct access to the capital markets. Who is Sun Life ...

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    • Authors: Douglas W Brooks, Michael Harwood, John Morris, Robert Vrolyk
    • Date: Jun 2000
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Competencies; Financial Reporting & Accounting; Public Policy
  • Current Events - GAAP
    out what will be in there and when. Also, take care upon implementation, because what you do now pretty ... you're trading in a hospital indemnity for long-term care, that is different types of morbidity risks.

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    • Authors: John Morris, Michael Hughes, Jason Morton, Deborah Whitmore
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Current Topics in GAAP
    change your whole life contract to a long-term-care contract, and therefore, it's not an internal replacement ... contract—as long as the GMDB didn't become the primary benefit and everything else in the SOP was satisfied ...

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    • Authors: Charles Carroll, John Morris, David Rogers, Phillip Shane Elenbaas, David M Brown
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]