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  • Federal Taxation - An Update
    restrictions if further requirements were not met. The primary purpose of TEFRA was the raising of tax revenue ... TEFRA, increases were tied to the increases in the primary insurance amount, thus, a floor benefit of $75 ...

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    • Authors: John H Elken, Gregory William Hintz, Sidney A LeBlanc, Michael J Mahoney, John Palmer
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Mutual Company GAAP
    the corporate segment to the product line to take care of the change from the unexpired debentures that ... financials relative to planned return on equity as the primary financial measure. Finally, I have just a few ...

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    • Authors: Arnold Dicke, J Duran, Sidney A LeBlanc, Clement B Penrose
    • Date: Jun 1990
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting
  • Corporate Planning/Projections
    look at universal life risk. 1 think that the primary risk in universal life is not mortality, despite ... ary's shoulder. MR. LAWRENCE E. EDWIN: I'd like to direct my comments towards Bob Hohertz, regarding cell ...

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    • Authors: Robert D Hohertz, Sidney A LeBlanc, Mark A Tullis, John T Porter
    • Date: Jun 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
  • Survival Strategies for Mutuals
    SIDNEY A. LEBLANC: We're in a tough business. The primary markets---life and health insurance and annuities---are ... investment. When its banker came calling, he didn't care that it was a stock rather than a mutual company ...

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    • Authors: Dale Hagstrom, Sidney A LeBlanc
    • Date: Apr 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Benchmark Surplus Formulas
    surplus and the mutual company surplus tax. A primary reason is the role of the valuation actuary. The ... calculate it. Our analysis indicates that great care must be exercised in the definition of the cash ...

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    • Authors: Donald D Cody, Gene B Gale, James A Geyer, Sidney A LeBlanc, Michael E Mateja
    • Date: Oct 1985
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Risk measurement - ERM
  • Treatment of Existing Life Insurance Policyholders in Times of Rapidly Changing Economic Conditions
    our books. Retention of existing business is a primary factor of defensive motivation. The next category ... force, Mr. Rugland accurately described the two primary motivating forces for Northwestern Mutual as being ...

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    • Authors: Michael B Hutchison, Sidney A LeBlanc, James Reiskytl, Walter Rugland, Dale R Gustafson
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • The Dilemma for Mutual Companies
    served by getting out of their way. We're inthree primary fields in the 1990s. We're in the stagnant individuallife ... accomplished. From a legal point of view, one of the primary issues that is going to come up is that of domicile ...

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    • Authors: Keith Gubbay, Mark A Hargrove, Sidney A LeBlanc, Daniel J McCarthy, Hugh McCormick
    • Date: Jun 1993
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Federal Income Tax Impact On Product Design And Cost
    it limited to 15 percent. The stock companies' primary argument about the bill was that the segment balance ... marketplace with the same level of tax. Both lost their primary arguments. However, the industry came out pretty ...

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    • Authors: Jay Jaffe, Hsien-Ming K Keh, Andrew M Kerstein, Sidney A LeBlanc, Randall Mire
    • Date: Apr 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy