Announcement: SOA congratulates the new ASAs and CERAs for November 2021.

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  • Opportunities in Income Products
    Opportunities in Income Products This panel discussion addresses the forces influencing ... Toronto Spring Meeting. Demographics;Long-term care insurance=LTCI;Payout annuities;Product development;Retirement ...

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    • Authors: Steve Cooperstein, Josee Deroy, Jonathan Hecht
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Pensions & Retirement
  • Digest of Reports on Topics of Current Interest
    Digest of Reports on Topics of Current Interest This discussion at the SOA 1967 Annual ... Third is an update on variable annuities. Health care costs;Health insurance;Medicare;Taxes=Taxation;Variable ...

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    • Authors: H Edward Harland, Malcolm D MacKinnon, J Henry Smith
    • Date: Oct 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Health & Disability; Public Policy
  • Product Tax Seminar and Optional Boot Camp Presentations
    aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ... focused on life insurance, annuities, and long-term care combination products. The basis of the boot camp ...

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    • Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • 2018-09-product-tax-seminar-boot-camp-presentations
    2018-09-product-tax-seminar-boot-camp-presentations The Society of Actuaries are once again offering ... aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ...

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    • Authors: Society of Actuaries
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • Recent Developments in Annuity Reinsurance
    Recent ... therefore, I think that presents some issues for the direct companies as they're looking into that benefit ... that I see that need to be factored in for a direct company to consider. 3 Recent ...

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    • Authors: W David Fairhall, Timothy J Ruark, Michael Sakoulas
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Reinsurance
  • Dividends And Other Non-Guaranteed Elements In Individual Life Insurance And Annuities
    but we must not let this get in the way of our primary function of defining the applicable theory. Our ... things are happening. He points out correctly that: "Direct recognitionof policy loans (the four-factordividend ...

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    • Authors: Richard S Miller, Walter N Miller, Harry D. Garber
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • An Opportunity to Return to the Basics-Will We Take It?
    representatives, or retail sales people, were the primary producers of Wall Street revenues. All investments ... companies. I think more has to be done in the direct response and telecommunications area. From my standpoint ...

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    • Authors: Allan Affleck, David Seifer
    • Date: Apr 1990
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Bancassurance & Product Development
    something more than that. In those countries we see direct acquisitions where one organization owns both banks ... than what they'll get on traditional direct mall marketing or direct response marketing. Because of that ...

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    • Authors: Debra Esker Cunningham, Alan Finkelstein, Steven Gathje, Application Administrator, Julie Andrews
    • Date: Apr 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Finance & Investments>Banking - Finance & Investments
  • All Lines Insurance Operations
    insurance opera- tions, including differences between direct insurance and reinsurance operations. 2. Solvency ... insurance operations, including differences between direct insur- ance and reinsurance operations. Also, we ...

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    • Authors: Charles C Hewitt, Frederick Kilbourne, Frederick J Knox, W James MacGinnitie, Roy R Anderson
    • Date: Apr 1977
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance
  • Unisex - An Update
    characteristics, a similar expectation of loss. What is the primary actuarial reason for opposition? In voluntary insurance ... tell the other person why they, not you, should care. You have to identify the "right stuff". Instead ...

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    • Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
    • Date: May 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement