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  • Legal Notes
    Legal Notes This section presents and summarizes major insurance-related legal cases of 1958. From Transactions of Society of Actuaries 1958, Vol. 10, No. 28. Marketing and ...

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    • 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
  • What's Backing Your Guarantee?
    What's Backing Your Guarantee? 2004 SOA Annual Meeting and Exhibit, New York. This discussion looked at individual life insurance and annuity products and the risks these guarantees ...

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    • Authors: Carl Friedrich, John P Glynn, Douglas Robbins
    • Date: Oct 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Variable Products – Unique Pricing Problems
    Variable Products – Unique Pricing Problems Panelists [1] provide a market update on variable universal life [VUL] and single-premium variable life insurance [SPVLI], and also discuss: [2] new ...

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    • Authors: Mary Ann Brown, William E Connor, Gene Eckstut, Alan F Hinkle, John M O'Sullivan
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits A discussion of, first, the three-year transition period for adopting principle-based reserves and how it might not apply to tax reserves, and second, the tax impact of ...

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    • Authors: Kory Olsen, Peter Winslow
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Phase 2 of the C-3 Project Update
    Phase 2 of the C-3 Project Update Presented at May 2002 Spring Meeting. Discusses the status of the second phase of the AAA C-3 Risk project. This project is leading to an updated NAIC filing ...

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    • Authors: Alastair G Longley-Cook, David Sandberg, Daniel Patterson
    • Date: May 2002
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Enterprise Risk Management>Capital management - ERM; Finance & Investments>Investments; Global Perspectives; Life Insurance
  • Insurance for the Wealthy: Private Placement
    Insurance for the Wealthy: Private Placement This session 104PD of the Toronto Spring Meeting examines that there is a lot of talk about private placement life insurance, sold both offshore and ...

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    • Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits Tidbits include discussions about: Policy loans in excess of cost basis, treatment of loss adjustment expenses, LAE, for life insurance companies, and separate account ...

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    • Authors: Daniel Stringham, Peter Winslow, Joseph F McKeever
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Variable Products - The Product for the 1990s?
    Variable Products - The Product for the 1990s? 1993 SOA Spring Meeting, Boston. This session discussion is about the market potential, growth potential, distribution trends, and SEC oversight ...

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    • Authors: John Fenton, John G Vrysen, Kevin F Leavey, W Randolph Thompson, Robert J Bethoney
    • Date: May 1993
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Variable Products Update
    Variable Products Update Panelists discuss SEC and state regulatory developments, variable-market sales and distribution trends, profitability of variable products, and the variable insurance ...

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    • Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Life Insurance
  • Dynamic Hedging
    Dynamic Hedging Presented at May 2002 Spring Meeting. Discusses the nature of the risks associated with equity-based and equity-linked products, and how those products can be managed with the ...

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    • Authors: Marshall C Greenbaum, Kannoo Ravindran
    • Date: May 2002
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities; Enterprise Risk Management>Financial management; Life Insurance