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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 ...

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    • 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
  • 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 ...

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    • 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