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  • Variable Life - Product and Distribution Issues
    fixed-account investment. Some added the ability to direct monthly deductions so that if you did have a portfolio ... didn't have to sell shares at a loss—you could direct where you wanted to fund the expenses. There have ...

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    • Authors: Nancy Kenneally, Tom Kalmbach, Mathew Greenwald
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Insurance for the Wealthy: Private Placement
    accounts that are identical, and the SEC doesn't care about that. So now we've avoided the '33 Act, the ... particular investment item or items. The client cannot direct the investment manager to select or sell any particular ...

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    • Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Implications of the New CSO Mortality Table
    Individual term life insurance has been Chris's primary focus while at ING Re. In fact, nearly 40 percent ... Table 18 exercise. Then I went into the direct or the ceding company side of the pricing. I reflected ...

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    • Authors: Barbara Gold, Nancy Kenneally, Chris Noyes
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance