Announcement: SOA releases passing candidate numbers for May 2024 Exam SRM.

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  • General
    would attend those sessions which would be of primary interest to him, thus reducing the number in attendance ... discussing section C, stated that the number of direct Ordinary policyholders on whose lives his company ...

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    • Authors: Preston C Bassett, Melvin D Bennett, John M Bragg, Norman F Buck, Burton E Burton, Frederick W Clark, Thomas M Galt, John Gorham, Paul H Knies, Robert F Link, John J Marcus, Robert J Myers, Jack O Parsonage, Conrad Siegel, George N Watson, Charles F B Richardson, Carl Fischer, GILBERT W FITZHUGH, Daniel Barry, E A Dougherty, Andrew C Webster, Geoffrey N Calvert, J Edwin Matz, Richard J Mellman, Ray M Peterson, Kenneth H Ross, Victor E Henningsen, Allen L. Mayerson, Lowell M Dorn, Clark T Foster, Wilmer A Jenkins, William F Marples, Robert T Jackson, Manuel Gelles, Ralph H. Maglathlin, Ralph E. Traber, M. Albert Linton, Alan A. Groth, William M Anderson, Melvin C Pryce, Donald M Ellis, A Charles Howell, James G Bruce, Harold A Garabedian, Stuart J Kingston, Alden Thomson Bunyan, Robert Ellis Shalen, J Edward Morrison, Aubrey White, Saul Sidney Lipkind, Cody Daniel, Jay Elkins
    • Date: Apr 1958
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Pensions & Retirement>Plan design
  • Variable Annuities and Mutual Funds
    preserve purchasing power after retirement was the primary need, and this was expanded later to how to keep ... The funds are strictly regulated, true, but the primary regulation is on a federal level and is done by ...

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    • Authors: John C Antliff, Thomas P Bleakney, Thomas P Bowles, Paul A Campbell, Robert M Duncan, Donald S Grubbs, Richard G Horn, Daniel F McGinn, Bernard Rabinowitz, William Daniel Smith, Walter W Steffen, Charles L. Trowbridge, Peter R Wilde, Donald M Ellis, Robert N Powell
    • Date: Apr 1968
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Variable annuities
  • Digest of Smaller Company Forum - New York Regional Meeting
    is necessary that the new manager be chosen with care and that the productivity of the new agency be ... Any cost developed by the excess is, of course, a direct charge to the general agent or manager. In addition ...

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    • Authors: James A Anderson, Gene P Archer, Dwight K Bartlett, William L Barber, Melvin D Bennett, Frederick W Clark, Ralph E Edwards, Kenneth F Feldmann, Richard D Fink, Lloyd K Friedman, Ronald P Giesinger, Melvin L Gold, J Stanley Hill, Richard S Miller, Will R Mullens, Christopher G Smith, William David Smith, W Tris Stevens, John S Thompson, Frederick S Townsend, J Craig Davidson, Allen L. Mayerson, Guy W. Pickering, Peter M. Tompa, Donald M Ellis, Geoffrey F N Smith, Delos H Christian, William R Battle, Joseph R Pickering
    • Date: Apr 1965
    • Publication Name: Transactions of the SOA
  • Agency Problems
    invaluable in agency administration but that great care must be used in the initial selection of such standards ... expected to be derived from the plan or change. The primary benefit is quality production from an increased ...

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    • Authors: Robert H Jordan, LaLander S Norman, Charles F B Richardson, Donald M Ellis
    • Date: Sep 1960
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • General
    to get something for nothing should not be the primary motive in the marketing of life insur- ance. ... each prospect, there would not be many who would care to take a gamble on the bank loan plan. Rather ...

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    • Authors: Society of Actuaries, Bertram N Pike, Joseph C Sibigtroth, JAMES TIMOTHY PHILLIPS, Charles G. Groeschell, Louis Levinson, E M McConney, William J November, Henry F Rood, Dennis N Warters, Elgin G Fassel, Manuel R. Cueto, Frederic P Chapman, Donald M Ellis
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Pensions & Retirement>Plan design
  • Operations Under the Keogh Act
    field. The differing dividend formulas will take care of that. There are advantages and disadvantages ... permitted to designate his beneficiary and to direct distributions, provi- sion being made that no ...

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    • Authors: David G Scott, George V Stennes, Alfred N Guertin, Donald M Ellis, Esmond B Gardner
    • Date: Jan 1963
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Public Policy
  • Individual Life Insurance - Expenses
    Individual Life Insurance - Expenses This is a discussion about life insurance expenses. From ... expenses which seem best expressed as a percentage of direct commission earnings. If the formula used for ...

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    • Authors: Russell M Collins, Archie R McCracken, Henry S. Huntington, Donald M Ellis, Alexander J Bailie, Sidney M T Bailey
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Expenses - Life Insurance