Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • The Investment Year Method
    The Investment Year Method Panel discussion about how the Investment Year Method is used with life insurance and annuity products to determine the credited rate, and how market entry has affected ...

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    • Authors: Daniel J McCarthy, Thomas A Skiff, Thomas C Sutton
    • Date: Apr 1979
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • Life and Casualty Company Organization for the 1980's
    Life and Casualty Company Organization for the 1980's Record of the Society of Actuaries: 1981 Vol.7 No. 1 This is a panel discussion session examining life insurance company organization ...

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    • Authors: George R Dinney, Ardian Gill, Frank W. Barsalou, Robert W. Rever
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Technology & Applications
  • Asset Management for an Insurance Company
    Asset Management for an Insurance Company This discussion is on asset management for an insurance company, including issues of varying investment strategies for different product lines through ...

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    • Authors: Steven Eisenberg, Raymond J Nacin, Stanley B Tulin
    • Date: Oct 1981
    • Competency: Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments>Asset allocation; Finance & Investments>Investment policy; Finance & Investments>Investments; Life Insurance>Investment strategy - Life Insurance
  • Matching of Assets and Liabilities
    Matching of Assets and Liabilities Presentation of asset liability management techniques to better manage interest rate risk by matching the anticipated cash flows from assets with that of the ...

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    • Authors: Daniel J McCarthy, Robert H Stapleford, Vincent M Tobin
    • Date: Apr 1982
    • Competency: Relationship Management>Relationships and trust; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Investment strategy - Life Insurance; Pensions & Retirement>Pension investments & asset liability management
  • Impact of Inflation on Life Insurance Companies
    Impact of Inflation on Life Insurance Companies Panel discussion on inflation's impact on business procedures, contingency plans, long-term benefit levels, and determination of financial ...

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    • Authors: Daphne D Bartlett, Gary Corbett, Robert N Houser, Wilfred A Kraegel, Meno T Lake, Alan Richards, Robert C Tookey
    • Date: Mar 1975
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Non-forfeiture benefits; Pensions & Retirement>Pension finance; Public Policy