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The Interstate Compact: Speeding Up Speed-To-Market
already been adopted are available on the Compact’s website and are a valuable tool for those who develop ... covered by adopted uniform standards include life, annuity, disability and long-term care. The form types ...- Authors: PW Calfas
- Date: Sep 2012
- Competency: Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: News Direct
- Topics: Actuarial Profession>Best practices
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The Total Career Benchmark Model : A Pension Model for Retirement 20/20
can see how to accrue what is needed. An individual’s ability to tax shelter income over a career is not ... allocated to an individual remain the individual’s and are not used to subsidize another person – except ...- Authors: Thomas J Walker
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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Response to comments by Cynthia J. Levering
can see how to accrue what is needed. An individual’s ability to tax shelter income over a career is not ... allocated to an individual remain the individual’s and are not used to subsidize another person – except ...- Authors: Thomas J Walker
- Date: Dec 2012
- Competency: Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Pensions & Retirement>Multi-employer plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Plan design; Pensions & Retirement>Private sector plans; Pensions & Retirement>Public sector plans
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Variable Universal Life Insurance
Variable Universal Life Insurance Presented at April 1985 Spring Meeting. This session ... session discussed Variable Universal Life Insurance's: History, Product designs and compensation, Regulatory ...- Authors: Michael Braunstein, Joseph O North, Zafar Rashid, Donald R Sondergeld, William A Stoltzmann, Michael R Tuohy
- Date: Apr 1985
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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Internal Rate of Return as an Evaluator of Tax-Planning Strategies
ample, the inclusion in a single-premium deferred annuity of a conservative "bail-out" provision that would ... surplus-rich company. Table 1 illustrates the concept using the deferred annuity referred to in Section ...- Authors: Kenneth LaSorella, Edward Robbins
- Date: Oct 1992
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Tax accounting
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An Alternative to Assumption Reinsurance
insurance company formed to assume the life and annuity business of the insolvent Guarantee Security Life ... some interest in it. I think that perhaps for annuity risks, which is more cumulative, it is a possibility ...- Authors: James W Dallas, Willis B Howard, Thomas E Skillman, Michael P Trier
- Date: Oct 1996
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Reinsurance>Coinsurance
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Delphi Study In Real Time
DECEMBER 2013 Delphi Study in Real Time—Life and Annuity Products and Product Development By Paula Hodges ... will see the largest amount of growth in the annuity space. With the aging of the current field force ...- Authors: Paula Hodges
- Date: Dec 2013
- Competency: Leadership>Professional network leverage; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities
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A Time of Preparation
A Time of Preparation Chairperson's Report- summarizing education and research activities for 2016 ...- Authors: Leonard Mangini
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Financial Reporter
- Topics: Enterprise Risk Management; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting
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Investments and Investors - A Disability Perspective
Disability Insurance, Investments Moderator: RICHARD S. MATTISON Panelists: LEE A. HERDLE† JEFFREY RYAN ... evaluated for risk profile and other issues. Mr. Richard S. Mattison: Our topic is individual disability income ...- Authors: Richard S Mattison, Jeffrey Schuman, Lee A Herdle
- Date: Jun 1996
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Health & Disability>Disability insurance
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Technology and the Small-Company Actuary
interest-sensitive era. Clients often use older mortality tables and reserving techniques, but I had the ... issue that we’re all dealing with today is the year 2000 system changes. The advancement of technology, ...- Authors: Carol A Marler, William Zehner, Jeanne Carbone, Jeffrey M Robinson, Tom McDonald
- Date: May 1996
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Technology & Applications