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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 ...- 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
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Variable Annuities and Mutual Funds
preserve purchasing power after retirement was the primary need, and this was expanded later to how to keep ... The funds are strictly regulated, true, but the primary regulation is on a federal level and is done by ...- Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
- Date: Apr 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Equity-Oriented Products
savings vehicle toward anything that represents a direct share in the American economy--but more than that ... custodian fees and premium accounting, and are not a direct source of profit. (An exception to this rule is ...- Authors: Raymond L Crapo, Charles T P Galloway, Harold G Ingraham, J Reuben Rigel, Ian M Rolland
- Date: Oct 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Equity-Oriented Products
will become a member of the NASD or submit to direct SEC regulation under Rule 15(b)8-1 of the 1934 ... balance with the client's insurance needs, if you care to. I t is not neccessarily a part of the regulation ...- Authors: William C Brown, John J Byrne, Ardian Gill, Donald S Grubbs, Harold G Ingraham, John T Longmoore, John Macarchuk, G Mitchell, John M Sutherland, Harry Walker, Charles B Baughman, Peter R Wilde, Leslie A Cannon, Robert N Powell
- Date: Apr 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Actuarial Aspects of State Regulation of Individual Variable Annuities
gains, his variable annuity will have failed its primary purpose. Insurers are familiar with the mortality ... not to mislead the public. I would think that a direct approach would be preferable here, that is, that ...- Authors: Harry Walker
- Date: Oct 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Variable Annuities and Mutual Funds
the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...- Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
- Date: May 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Legal Notes
Legal Notes This section presents and summarizes major insurance-related legal cases of 1958. ... agents in the various states. There was little direct mail advertising and no use of radio or television ...- Authors: B. M. Anderson
- Date: Oct 1958
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities; Health & Disability>Health insurance; Life Insurance