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  • Bancassurance in U.S. and Canada: Before Today ... Beyond Tomorrow
    Bancassurance in U.S. and Canada: Before Today ... Beyond Tomorrow 1999 SOA Regional Meeting, Atlanta ...

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    • Authors: David W Collings, James B Smith, Deanne L Nezas, Steven Lash, James H Overholt, Chad H Masland, Ken Reynolds
    • Date: May 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • The Future of Individual Deferred Annuities
    included: 1. Regulatory and Tax Problems a. S.E.C. exemptive provisions b. Tax questions ... c. Recent innovations Lapse rates=Lapses;Mortality assumption;Persistency;Product development;Securities ...

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    • Authors: John K Booth, Harold G Ingraham, Howard H Kayton, Daniel J McCarthy
    • Date: Oct 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Public Policy
  • The Financial Services Industry And Its Responses To Inflation And Deregulation
    in many forums. To summarize: I. Since the mid-70's we have seen the inflation rate remain at or near ... customers. Profits were assured by declining mortality rates and interest margins on substantial policyholders' ...

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    • Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Bank Alliance Niche for Insurers
    the total assets of depository institutions in the U.S. The number of national banks relative to all depository ... presentation will focus on three aspects: profiling the U.S. bank insurance market, highlighting current life ...

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    • Authors: Paul J Sulek, Julie L Williams, John K Hillman, Steven M Landberg
    • Date: Oct 1997
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Market Conduct Issues for Product Development Actuaries
    Milliman & Robertson. He specializes in life and annuity product development and compliance issues. He ... Actuaries Rob has been active in life insurance and annuity compliance within the industry for more than ...

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    • Authors: Mark Milton, Marc-André Giguère, Robert Schwab, Bruce F Deal
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Current Trends in Distribution Channels: Where Are Banks Headed?
    Hibernia Insurance in Metarie, La. Note: The chart(s) referred to in the text can be downloaded at: http://handouts ... in insurance premium in 1997 to $138 million in 2000. For the 10,000-foot view, you can't talk about ...

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    • Authors: Christopher Hause, James W Mann, Shaun Norris
    • Date: May 2005
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
  • Implementing the Illustration Regulation: The Clock is Ticking
    that we did have. The net investment income of all U.S. companies before taxes for a period starting back ... but marginal or the generally recognized expense table (GRET) can be used subject to some limitations.

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy