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Corporate Planning: Procedural Aspects
the Corporate Plan serves a dual purpose. Its primary purpose is to help me manage __onnectiCut Genera_17 ... who are participating policyholders. While our primary business is that of providing individual life insurance ...- Authors: Robert D Hogue, James A Mitchell, Lewis P Roth, JAMES ALAN PETERSON, Robert Powell
- Date: May 1977
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Management skills
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Policy Loans
also employ local legislative counsel to handle direct contacts with the legislature. POLICY LOANS ... created much of a problem for CML. We took great care to communicate frequently with our field force during ...- Authors: Robert K Dickson, John H Harding, Lewis P Roth, George A. Harding
- Date: Dec 1976
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Policyholder behavior - Life Insurance
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Variable Annuities and Mutual Funds
the annuity. In the mutual fund, for example, a direct loading or charge for invest- ment services is ... and a judgment as to its fairness. However, great care has been taken to try to avoid restrictions which ...- Authors: Clint E Edwards, Charles T P Galloway, Donald S Grubbs, John C Maynard, Edwin P Metzner, Ian M Rolland, Lewis P Roth, A Charles Howell
- Date: May 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities
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Policy Loans and Equity
Also, it causes policy loans to be used as a primary lending source rather than as a last resort. ... inconsistency. This causes policy loans to become a primary financing medium to be used constantly, rather ...- Authors: David R Carpenter, Michael Cowell, L Blake Fewster, Robert H Jordan, Wilfred A Kraegel, Donald B Maier, John C Maynard, Arthur R McMurrich, David E Morrison, C Norman Peacor, Harry Ploss, James Reiskytl, Lewis P Roth, Claude Thau, Robert C Tookey, Charles L. Trowbridge, Henry S. Huntington
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy
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Report of the Task Force on Mutual Life Insurance Company Conversion
Interests and Expectations of Interested Parties The primary interest of the company is its long-term growth ... actuarial principles and the laws might place primary emphasis on the protection of the future expectations ...- Authors: Michael H Berkowitz, Michael Cowell, John H Elken, Charles Greeley, Curtis E Huntington, Robin B Leckie, Robert D Lowden, Application Administrator, James Murphy, Henry Ramsey, Lewis P Roth, Robert Shapiro, Walter Shur, Edward J Slaby, James A Tilley, James L Wertheimer, Harry D. Garber, steve smith
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting; Public Policy