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  • Wanted: Added Value - Changes Needed If Independent Brokers Are To Survive
    Wanted: Added Value - Changes Needed If Independent Brokers Are To Survive Article from The Actuary, June 1999 – volume 33 - Issue 6: Independent brokerage agencies have been the alternative ...

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    • Authors: Christopher Greis
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The New Model Valuation and Nonforfeiture Laws
    The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...

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    • Authors: John O Montgomery
    • Date: Feb 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits
  • SAVINGS BANKS RETREAT FROM MUTUALITY
    SAVINGS BANKS RETREAT FROM MUTUALITY This is an article that discusses the retreat of savings banks from mutuality. As we ponder the future of mutual life insurance, we should be aware of the ...

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    • Authors: John C Angle
    • Date: Dec 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Finance & Investments>Banking - Finance & Investments; Life Insurance
  • FAS No. 97 Brings Sweeping Changes
    FAS No. 97 Brings Sweeping Changes FASB's Statement of Financial Accounting Standards No. 97 contains wide-sweeping changes to the preparation of GAAP financials for insurance companies.

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    • Authors: Mark Evans
    • Date: Jul 1988
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
  • Time to Say Goodbye to the 1980 CSO Mortality Table
    Time to Say Goodbye to the 1980 CSO Mortality Table Discusses how companies must ensure that significant and necessary product development, and administrative and compliance system changes, have ...

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    • Authors: Brian King, Craig R Springfield
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Earnings Rates Under Rev. Procs. 2008-39 and 2008-40
    Earnings Rates Under Rev. Procs. 2008-39 and 2008-40 This article is a general discussion about earnings rates and toll charges and how to compute them. Internal Revenue ...

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    • Authors: Brian King
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40
    New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40 This article is a general discussion about prior correction procedures for failed life insurance contracts ...

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    • Authors: Craig R Springfield, Daniela Stoia
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • Online Term Life Insurance Quotes Show Wide Variation among Vendors
    Online Term Life Insurance Quotes Show Wide Variation among Vendors Author conducts her own informal survey to see how quickly the services could deliver rate quotes and how much the quoted rates ...

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    • Authors: Ara C Trembly
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • GRET 2006: What It Is and How It’s Going
    GRET 2006: What It Is and How It’s Going This article highlights GRET, the Generally Recognized Expense Table, which was included in the Life Insurance Illustrations Model Regulation. From Small ...

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    • Authors: James Thompson
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Expenses - Life Insurance
  • Selling Insurance Six Feet Apart Redux
    Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing and Distribution (MaD) Section Council members presented “Selling Insurance Six ...

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    • Authors: Nickolas Ortner
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance