Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Digest of Discussion at Concurrent Sessions
    to attempt to estimate optimum sizes of its two primary sources of earnings--net worth and premium revenue ... produce desired profit margins and will have a direct im- pact on GAAP earnings. 2. Changes ih the ...

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    • Authors: George Alexander, John C Antliff, Robert M Astley, Paul M Bailey, Barry L Blazer, Bob J Bolin, Application Administrator, Joseph R Brzezinski, Daniel Case, Stanley R Freilich, Norman E Hill, Richard Humphrys, Michael B Hutchison, James D Lamb, John Pennisten, Thomas K Pennington, Joe B Pharr, Anna M Rappaport, Richard S Raskin, Frank D Repp, Walter Rugland, C David Silletto, Maurice O Simmons, Robert C Tookey, David A Wright, Martin L Zeffert, Charles Barry H. Watson, Jack M Elkin, Richard B Sieben
    • Date: Jan 1974
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Competencies; Life Insurance; Pensions & Retirement
  • Life Insurance and The Multiple Line Approach
    Has the experience been better with (1) full-time direct selling agents, or (2) general insurance agents ... basis because of the pressures of the area of primary concern. If the life com- pany is the subordinate ...

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    • Authors: Robert Blane, Roland F Dorman, Robert B Goode, Nathan F Jones, Donald J Leapman, William David Smith, James W Spellman, Robert C Tookey, Frederick S Townsend, Richard K Wendt, JOHN H MILLER, Roy R Anderson, Harold R Lawson, Milton J. Wood, James G Bruce
    • Date: May 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The Holding Company Structure and the Life Insurance Company
    public. By 1967 all these objections had been taken care of. There is no longer a tax on intercorporate ... amounts of earnings that the subsidiaries will direct as upstream dividends to the holding company? ...

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    • Authors: Andrew Delaney, Walter L Grace, Robert C Tookey, George W Young, Daniel P. Kedzie, Gordon E. Crosby
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Product Research
    really want. We must choose our new products with care and must time their intro- duction with due regard ... Electronics Department. Currently it seems that the primary con- cern is whether a new product can be handled ...

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    • Authors: Karl M Davies, Robert N Houser, Fredrick E Rathgeber, Robert C Tookey, Andrew C Webster, William W Keffer, E Forrest Estes
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Marketing
    in most cases whether such business is making a direct contribution to surplus or will in the future. ... borrowed is probably quite a bit higher than we would care to admit. Many such policies are assigned to a ...

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    • Authors: John M Bragg, Nathan F Jones, Robert Merritt, Thomas K Pennington, Donald R Sondergeld, Robert C Tookey, Russell L Wagner, E A Dougherty, Arthur E Erickson, Charles A Yardley, Thomas Edwin Gill
    • Date: May 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Discussion of Subjects of Special Interest
    seventeen cases pro- vide a widow's pension as a direct proportion of the employee's accrued pension. ... EMPLOYER COSTS t Group I--Widow's Pension as Direct Fraclion of Employee's Regular Ac- crued Pension ...

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    • Authors: Laurence E Coward, William A Halvorson, Howard H Hennington, Robert Earl Larson, Andrew Usherwood Lyburn, Isaac Rosenberg, B Russell Thomas, Robert C Tookey, Christopher H Wain, Dorrance C. Bronson, Alan A. Groth, Stuart J Kingston
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Retirement Plans -Miscellanous
    Retirement Plans -Miscellanous Discussions from 2 regional meetings of the Society of ... past service problem can be handled either through direct payments after retirement or through funded deferred ...

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    • Authors: Charles E Farr, Robert L Mallory, Samuel Rosenbloom, Conrad Siegel, Robert C Tookey, Donald B Warren, Howard Young, William Moody, Kenneth H Ross, Frederick P Sloat, James H Braddock
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Plan design