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  • Current Topics for Individual Life and Annuity Product Development
    new-money yield rates available, the nascent long-term-care-insurance [LTCI] and accelerated death benefit [ADB] ... Actuaries, Vol. 14, No. 2. Group life plans;Long-term care insurance=LTCI;Taxes=Taxation;Universal life; 16110 ...

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    • Authors: Harold G Ingraham, Walter N Miller, Jesse M Schwartz, Richard Wong
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Competitors to the Life Insurance Industry
    bro- ker/dealer firms, and, to a lesser extent, direct marketing and fee-based financial planners. ... The market has no people involved since it is a direct technology network between buyers and sellers of ...

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    • Authors: John Fenton, John Hele, Richard Charles Murphy, Michael Taht, Martin Rasmussen
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Accounting For Interest-Sensitive Products
    FASB. There is a faction that believes that the primary purpose of financial statements is to reflect ... of the other board factions believes that the primary purpose of financial statements is to be meaningful ...

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    • Authors: B F Dunn, Charles D Friedstat, Daniel J Kunesh, Linda S Need
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance>Universal life
  • Federal Income Taxes - Insured And Annuitant Perspective
    level playing fields, and stock/mutual was the primary field it was concerned about. The stock companies ... loans and withdrawals is just about as bad as a direct tax on inside build-up. Others take a more moderate ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Individual Life Insurance Product Design Under Conditions of Inflation
    feeling for market segmentation is unquestionably of primary importance. Without it further analysis may not ... the market loan policy loan interest rate and the direct recognition of policy loans on individual policies ...

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    • Authors: Allan Affleck, Charles L Edris, Wilfred A Kraegel, Alan C Snyder
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Annuity Financial Reporting Issues
    in a separate account. The policyholder doesn't direct the allocation of any investments, and all the ... international accounting standards. Why should you care about international accounting standards? By 2005 ...

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    • Authors: Robert Frasca, Michael J O'Connor, Timothy J Ruark
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting
  • Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It?
    if the tax system is changed, this could have a direct effect on the tax burden that individuals and companies ... combine health protection products such as long-term care with life insurance and annuities, which Life ...

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    • Authors: Christian J DesRochers, Marilyn Brown, Craig R Springfield
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Guideline 33 Implementation Issues
    estimates by targeting more policy forms in our direct application of the Guideline. As unpleasant ... discount those at mortality. I think that takes care of Greg's problems with the age-90 annuitant.

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    • Authors: Gregory Broer, Paul D Facey, Robert LaLonde
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Current Topics: Canadian Insurance
    brokerage marketing side of the business. His primary concerns involve the viability of his distribution ... Superintendent of Insurance asking for permission to make direct recognition in our dividend scales for policies ...

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    • Authors: Robert M Astley, Charles C McLeod, Gary Mooney, D Ted Steven
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Market Value Adjusted Products
    Market Value Adjusted Products Presented at June 1986 Spring Meeting. This session discussion is ... in response to a change in interest rates, by direct application of equation 3. If MVA is multiplied ...

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    • Authors: Mark I Brandes, Joseph J Buff, Donald R Sondergeld, Michael R Tuohy, Marc G Verrier
    • Date: Jun 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance