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  • Digest of Discussion of Subjects of Special Interest - Individual Life and Health Insurance
    regular limits by an amount which approximates primary social security benefits. Our new rule reads: ... Medicare benefits and an optional posthospital extended-care benefit rider. The provisions in these new forms ...

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    • Authors: Larry C Ballard, Willis W Burgess, J Stanley Hill, Norman E Hill, Anthony J Houghton, Robert H Jordan, Maynard I Kagen, Bartley L Munson, Bruce E Nickerson, Julia Augusta Oldenkamp, Neil A Parmenter, Joseph C Sibigtroth, G. David Soderquist, Benjamin R Whiteley, Jerome J L Wolf, E Forrest Estes
    • Date: Jun 1966
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance
  • Federal Income Tax On Life Insurance Companies
    which it has responsibility for preparing. The primary purpose for estab- lishing the division was to ... The departmental split tries to recognize the direct source of a deduction. Our tax base has always ...

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    • Authors: John S Fry, Gilbert W Hart, Robert H Jordan, Peter W Plumley, Harry D. Garber, John C Fraser, William J November, B Franklin Blair
    • Date: Jan 1962
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Digest of Smaller Company Forum
    than that under the old plan because of the more direct control over the ter- mination of unsuccessful ... is prepared only for minimum values; and if you care to carry something over minimum, it has to be modified ...

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    • Authors: John C Angle, Gene P Archer, Dwight K Bartlett, William L Barber, Norman F Buck, Ian M Charlton, Lawrence J Finnegan, Clayton L Jackson, Robert H Jordan, Maynard I Kagen, Michael Kazakoff, George B Kyle, J Bruce MacDonald, LaLander S Norman, Paul J Overberg, Anna M Rappaport, Ian M Rolland, Henry F Scheig, Stuart M Shotwell, John S Thompson, Gerald G Toy, M G Roy Wallace, Charles E Wilson, John R. Phelps, Elgin Robertson Batho, Harlow B Staley, Norman H Nelson, Ralph J Hasbrouck
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Technology & Applications
  • Panel Discussion - Equity Products
    considerations. Throughout this phase of the work special care was necessary to assure that the particular character ... market for which it seems fair to assume that the primary purchase of life insurance will be on cash-value ...

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    • Authors: Robert H Jordan, Alan M Thaler, Benjamin L Stern, John A Dudley
    • Date: Oct 1969
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Research In Agency Operations
    and operating agency expense factors, as well as direct home-office-agency-division costs. I t reflects ... other companies using model-office techniqueS. Care must be taken in the interpretation of these results ...

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    • Authors: Floyd T Beasley, John M Bragg, J Stanley Hill, Harold G Ingraham, Robert H Jordan, Meno T Lake, Ernest J Moorhead, Charles F Pestal, William J Rushton, William M Snell, Thomas C Sutton, F Gilbert Swanson, William White, Charles Connolly, Archibald H McAulay, Neil W Macintyre, Alfred G. Whitney
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Agency Problems
    invaluable in agency administration but that great care must be used in the initial selection of such standards ... expected to be derived from the plan or change. The primary benefit is quality production from an increased ...

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    • Authors: Robert H Jordan, LaLander S Norman, Charles F B Richardson, Donald M Ellis
    • Date: Sep 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Ordinary Insurance - Recent Development in Coverages
    appeal, but was not discussed further since the primary purpose of the policy is usually insurance benefits ... benefits and not retirement income. When the primary purpose is retirement income, one type of provision ...

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    • Authors: William H Breeze, Harold J Deutscher, Ardian Gill, Harold G Ingraham, Robert H Jordan, William F Sutton, Christopher H Wain, Bert A Winter, Victor E Henningsen, George W Shelly, Frederic P Chapman, Paul C Moore, Brian James McDonnell
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Individual Life Insurance
    We have from the beginning regarded as the primary advantage of family coverage (provided either ... product overhaul. Summarizing, we believe the primary advantages of the rider to be: 1. Flexibility ...

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    • Authors: Samuel P Adams, Charles M Beardsley, John M Boermeester, William H Breeze, Rea B Hayes, J Stanley Hill, Robert H Jordan, Lee H Kemper, George A MacLean, Charles W McMahon, Richard S Miller, John S Moyse, LaLander S Norman, Paul T Rotter, Edwin Steinberg, Harold G Wiebke, William J November, Harwood Rosser, George W Shelly, Edwin L Bartleson, Harold A Garabedian, Ward Smith, Daton Gilbert, Robert J Bohn, G Emerson Reily
    • Date: May 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Discussion at Concurrent Sessions
    an individual or individuals with whom he has a direct or indirect financial or organizational relationship ... D438 DISCUSSION- -CONCURRENT SESSIONS The primary purpose of this act is to protect plan participants ...

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    • Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
    • Date: Jan 1974
    • Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
  • New Benefits
    New Benefits From the 1960 Transactions Vol. 12 No. 32, this ‘Digest of Smaller Company Forum’ presentation ... real advantage to the insured of this plan since care in handling the individual checking account is ...

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    • Authors: Howard T Cohn, J W Hutton, Robert H Jordan, James MacLean, James G Bruce
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Underwriting - Life Insurance