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Update on Life Insurance Illustrations
assumptions that are covered are the definition of direct and indirect expenses, allocating overhead, inflation ... interest in living benefit riders, i.e., long-term-care riders, critical illness riders and the kinds of ...- Authors: Abraham Gootzeit, William C Koenig, Esther H Milnes, Edward Silins
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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2001 CSO Mortality Table - The Time is Approaching
wants. Do you care about whether the reserves are loaded? Is that your concern, or do you care more about ... not be appropriate, because the actuary will take care of that when doing his or her actuarial analysis ...- Authors: William Carroll, Abraham Gootzeit, Kenton L Scheiwe, Brian King
- Date: May 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Practical Considerations of Actuarial Opinions and Memorandums
reserves. If you do this, you should take some care in selecting your "peers." Those who haven't personally ... conclusions (your opinion) are given in Section V. Great care should be taken in these sections of the memo to ...- Authors: Jacqueline M Keating, Mark Davis, Maria Thomson
- Date: Jan 1992
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Public Policy
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Implementing the Illustration Regulation: The Clock is Ticking
monumental, and I should hasten to point out that greater care taken by the appointed illustration actuary can ... underdelivered in the product that was illustrated. The primary reason for the failure was a change in the investment ...- Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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New Era - Regulator Outlines Changes In Financial Services Industry
New Era - Regulator Outlines Changes In Financial Services Industry A regulator's ... ministry is the primary regula- tor. For example, in Canada the Ministry of Finance is the primary government ...- Authors: Jose Montemayor
- Date: Oct 1999
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Change management; Strategic Insight and Integration>Big picture view
- Publication Name: The Actuary Magazine
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Global Perspectives; Public Policy; Public Policy
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Update On Regulatory Developments
involvement should take. Some possibilities are: • Direct regulation; • Standard setting; • Operating a ... market conduct issues. Recommended Areas for Direct Federal Involvement The report lists a number of ...- Authors: Francis de Regnaucourt
- Date: Mar 2014
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Public Policy
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Corporate Diversifications, Mergers, Acquisitions And Joint Ventures
investment in subsidiaries that hold assets treated as direct portfolio investments of the parent, subsidiaries ... target's business, affairs and assets with great care. This process, sometimes called exercising due diligence ...- Authors: Charles T Feudtner, James H MacNaughton, Charles C McLeod, Timothy J Tongson, Wolcott B Dunham
- Date: May 1984
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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GMIB and the Bear Market
GMIB and the Bear Market A discussion of the growing popularity of annuities with guaranteed minimum ... either the GMIB value or the contract value. A direct cost, or economic cost, of a GMIB is incurred ...- Authors: Eric Carlson
- Date: Apr 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Product Matters!
- Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Public Policy
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Committee Report of Advisory Subgroup I for Regulations on Actuarial Opinion and Memorandum in New York
When aggregate cash flow tests are used, great care must be exerc ised in processing and interpret ... enclosed with the letter. Mr. Cee is the company's primary contact person for this Opinion and accompanying ...- Authors: Donna Claire
- Date: Sep 1987
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Summary of June 2009 NAIC/LHATF Meeting
(a subgroup of LHATF): There will be a long-term care survey sent to major writers regarding nonforfeiture ... mentioned that work is continuing on long-term care in a PBA environment. A new subgroup was formed ...- Authors: Donna Claire
- Date: Oct 2009
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy