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Variable Annuities and Mutual Funds
the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...- Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
- Date: May 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Policy Loans and Equity
Also, it causes policy loans to be used as a primary lending source rather than as a last resort. ... inconsistency. This causes policy loans to become a primary financing medium to be used constantly, rather ...- Authors: David R Carpenter, Michael Cowell, L Blake Fewster, Robert H Jordan, Wilfred A Kraegel, Donald B Maier, John C Maynard, Arthur R McMurrich, David E Morrison, C Norman Peacor, Harry Ploss, James Reiskytl, Lewis P Roth, Claude Thau, Robert C Tookey, Charles L. Trowbridge, Henry S. Huntington
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy