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  • It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
    cover not only a spouse or a child, but also the primary insured under the policy. That is our issue today ... up is although we have term insurance on the primary insured, is this family term insurance QAB, which ...

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    • Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Millennium Underwriting
    executive vice president for Kimberly Quality Care and he led the Medi-test Paramedical Division since ... will we manage life, health, disability, long-term care, and critical illness risk? Much of what you see ...

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    • Authors: Application Administrator, Michael Gaines, Maureen C Zupan, Hank George
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Product Design/Pricing with Bonus Features
    with tomorrow's crisis - today's crisis is health care. Tomorrow's crisiswill be adequate retirementincome ... 65 are going to have to take care of them- selves while they try to care for their parents. That means ...

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    • Authors: Application Administrator, Ted E Becker, Barbara Lautzenheiser
    • Date: Oct 1993
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Bancassurance Products
    regions, including the U.S. industry. There is no direct representation from either banks or insurance companies ... ruled that a bank in any of these small towns can direct market insurance virtually anywhere. In November ...

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    • Authors: Application Administrator, Oscar Zimmerman, Chris M Rutten, Jean C Gora
    • Date: Jun 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance; Public Policy
  • Last Link in Product Development-State Form Filing
    up and try and fix the problem if we don't take care of ourselves. If the state regulators on a file-and-use ... you only have one customer (and you may have a primary customer), you cannot ignore the policyholders ...

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    • Authors: John A Hartnedy, David Hippen, Sandra K Meltzer, Ejaz Haroon, Karen J Allen, Application Administrator
    • Date: Jun 2000
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Enterprise Risk Management>Compliance; Life Insurance; Public Policy
  • Section 7702 & 7702A: An Update
    touched on - that is, the addition of long-term care or terminal illness benefits to in-force life insurance ... happen, namely that the addition of a long-term care or terminal illness rider or benefit onto an existing ...

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    • Authors: Application Administrator, Timothy P Schiltz, John W Holt, Steven D Hooe
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Corporate-Owned Life Insurance
    under- writing, and group administration. The primary advantage of the single premium whole life product ... generally, life insurance is not uscd to provide direct benefits to individuals. Instead, it is used as ...

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    • Authors: Daphne D Bartlett, Application Administrator, Myra B Fox, Edward A Stoeber
    • Date: Apr 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Latest News in Life Mortality Studies
    Atlanta office of Tillinghast-Towers Perrin. His primary area of practice is individual life insurance and ... Associates, an actuarial consulting firm. Her primary areas of practice are experience studies, asset ...

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    • Authors: Application Administrator, Thomas E Rhodes, Tracy A Choka, Michael Taht
    • Date: Oct 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Product Design And Marketing Under Section 7702A
    of that sort, business term insurance, long-term care riders on life insurance contracts) this issue will ... over whether a rider of term insurance on the primary 1054 PRODUCT DESIGN AND MARKETING UNDER SECTION ...

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    • Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Emerging Tax Issues
    family term rider included a term rider on the primary or base insured. In fairness, though, I would point ... of that legislative history a term rider on the primary insured is a OAB. Phil, I agree that to the extent ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • 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: Life Insurance; Public Policy