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  • U.S. Federal Income Taxes
    long range tax hill, although that is not the primary focus of this open forum. During 1978 and 1979 ... that they are treated too favorably compared to direct investments and taxable savings such as bank accounts ...

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    • Authors: Charles G Bentzin, Stephen D Bickel, Albert P Burgess, Harold Cherry, James W Dederer, John H Elken, Ardian Gill, Ralph H Goebel, Allan D Greenberg, Douglas N Hertz, Carroll R Hutchinson, Jeffrey Miller, Richard Minck, Robert E Rich, Alan W Sibigtroth
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Life Insurance; Reinsurance
  • Interest Rates Are On The Move: Is Your Company Prepared?
    and variable annuity are going to have minimal direct impact, although I would have said that's more ... implementation. You can do duration analysis that will take care of a lot of the weaknesses that Ross mentioned if ...

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    • Authors: Henry M McMillan, Ross Bowen, David Weinsier
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments; Life Insurance
  • Long-Term Minimum Interest Rate Guarantees
    do an external exchange. The next step is the direct writing company would receive a ceding commission ... this can be a win/win/win situation: a win to the direct writing company, a win to the policyholders, and ...

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    • Authors: Joseph E Crowne, Cristina S Keppler, John Schreiner, William T McKinzie
    • Date: May 1994
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Investment strategy - Annuities; Finance & Investments; Life Insurance
  • Liability Modeling II - Life Insurance Products
    most of you all have models in place for the primary reason of cash-flow testing, and that's a good ... empirical evidence we can go to. There are two primary behavioral models, the first behavior model is ...

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    • Authors: Greg Mateja, Michael J Murphy, Meredith Ratajczak
    • Date: Jan 1996
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Life Insurance; Modeling & Statistical Methods