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Modernizing the Nonforfeiture Laws for Individual Life Products
for Individual Life Products Discussion of the necessity of nonforfeiture laws for life insurance and ... inconsistencies in the laws between comparable products. Life insurance;Nonforfeiture benefits;Secondary guarantees;Standard ...- Authors: David S Lee
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits
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A Conceptual Analysis of Nonparticipating Life Insurance Gross Premium and Profit Formulas
A Conceptual Analysis of Nonparticipating Life Insurance Gross Premium and Profit Formulas This paper ... Society of Actuaries 1979, Vol. 31. Life reserves;Taxes=Taxation;Whole life; 2405 10/1/1979 12:00:00 AM ...- Authors: Robert L Collett, James W Lamson, David S Lee, Frank C Metz, Steven Sommer, Donald R Sondergeld, Hemant Tilak, James A Tilley
- Date: Oct 1979
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance
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The Actuary Vol. 23, No. 2 Grandfather Ungrandfathered
The ... having a large block of “grandfathered” universal life business. The problem is that seemingly harmless ... “modified endowment” rules. Taxes=Taxation;Universal life; 12888 2/1/1989 12:00:00 AM ...- Authors: David S Lee
- Date: Feb 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Public Policy
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Managing The Product Development Process
marketing channels (agency, brokerage, direct response, life, health, annuity). The next step might be combining ... product. Some or all of these functions may not report directly to the actuary. The actuary must involve ...- Authors: David S Lee
- Date: Apr 1990
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional development
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NewsDirect Newsletter, Spring 1998, Issue No. 28
that the two-income family already has a built-in life and disability pol- icy— the second income. So ... Director, Product Development, at Minnesota Mutual Life Insurance Company in St. Paul, Minnesota and Chairperson ...- Authors: Kiran Desai, Jay Jaffe, David S Lee, Carl Meier, David A Seidel
- Date: Apr 1998
- Publication Name: News Direct
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Analyzing Direct Marketing Business Alternatives Using a “Value” Approach
include: serviceswill co-sponsor a seminar entitled – Life insurance “Emerging Markets for the New – Reverse ... demographics C Implications of recent tax law changes C Mortality trends and underwriting issues C Potential changes ...- Authors: Jay Jaffe, David S Lee
- Date: Apr 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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A Basic Guide To Conducting A Job Search
Research on companies: Check out A.M. Best’s reports of life/health and property/casualty companies. • Networking: ... Principles of Actuarial Science and a companion document, Life Insurance and Annuity Principles. Comments must ...- Authors: David S Lee
- Date: May 1997
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession