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  • Single-Premium Deferred-Annuity Persistency Study
    also be related to withdrawal activity. Another primary purpose of the assessment is to quantify the relationship ... companies and independent agents l Stockbroker l Direct response l Bank or savings and loan employee.

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    • Authors: Samuel Cox, Paul D Laporte, Steven R Linney, Lucian Lombardi
    • Date: Jan 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities
  • The Application of the Commissioners Annuity Reserve Method to Fixed Single Premium Deferred Annuities
    surrender charge to the basic CARM reserve. The most direct reserve for a policy with the non-fixed-rate bail-out ... icated exact calculat ion of el+,. However , care must be taken in the fol lowing two situations: ...

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    • Authors: Howard Blakeslee, Gregory J Carney, Richard L Marker, Douglas Menkes, Alfred Raws, Robert E Rich, Steven Sommer, David Jaffe
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting
  • Higher Interest Earnings
    Higher Interest Earnings This discussion looks at the changes that have taken place for insurance ... substantially decreased and it is evident that the primary reason for the decrease was the improvement in ...

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    • Authors: James F MacLean, Archie R McCracken, William White, William M Stewart, Charles M Sternhell, Charles W. Southern
    • Date: Mar 1959
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities; Life Insurance
  • Source of Earnings Analysis for Flexible Premium and Interest-Sensitive Life and Annuity Products
    Source of Earnings Analysis for Flexible Premium and Interest-Sensitive Life and Annuity Products ... UL and other interest-sensitive products. The primary difficulty lies in the variability of the account ...

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    • Authors: Robert Stein, Joseph H Tan
    • Date: Oct 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities; Enterprise Risk Management>Financial management; Life Insurance>Universal life