SOA - Society of Actuaries
The work of science is to substitute facts for appearances and demonstrations for impressions.
- long-standing motto of the Society of Actuaries
- The quote is from Mr. John Ruskin’s book, The Stone of Venice, Volume 3, page 36.
2012 - SOA - Substitute One Mis-impression, Society of Actuaries - 4p
- Whenever you are working on something new and innovating, it is always a good idea to look back and see what the ancients called it.
-- Charles W. McMahon
1980 - SOA - Product Innovation - Response to Consumer Needs in the 1980's, Society of Actuaries - 14p
- RESOURCES
- U.S. Individual Life Persistency
- soa.org/resources/essays-monographs/50th-anniversary/
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- SOA Archives - enter term in search bar on soa.org
- soa.org//podcasts/
- soapodcasts.libsyn.com/webpage/2017/06/13
- Cowman Index to Actuarial Literature, (1889-1989) - 1013p
- Textbooks:
- 2000 - Book - Life Insurance Products and Finance, D.B. Atkinson and J.W. Dallas - 1021p
- 2004 / 2015 - Book - Life Insurance and Modified Endowments Under Internal Revenue Code - Sections 7702 and 7702A, Second Edition -- Chris DesRochers, John T. Adney, Brian King and Craig Springfield
- 2012 - Book - Understanding Actuarial Practice, Beckley, Klugman - [link]
- 2018 - Book - Statutory Valuation of Individual Life and Annuity Contracts | 5th Edition -- Claire, Lombardi and Summers
- SOA Library
- 1996 - SOA - The Actuary - SOA library reminds members of services, fees, Society of Actuaries - 20p-page 16
- With more than 4,100 books and nearly 200 periodicals, the SOA library can serve as an excellent source for actuaries seeking information.
- Members anywhere in the world can borrow books free of charge.
- Database searches can be conducted for actuaries via Dialog, LEXIS/ NEVIS, and OCLC.
- There is a $25 charge for a basic literature search. Comprehensive searches are charged at cost.
- The library provides this service for members only.
- There is no mailing and handling fee.
- Periodicals, reprints, and reports are not circulated.
- However, copies of these and other materials are available.
- We’re going to actually go through and calculate reserves in detail for this product.
- The product is a fairly standard product.
- It has a $12.50 per month load.
- It has a guaranteed interest rate of 4 percent.
- It’s a 2001 CSO product, and the current costs of insurance (COIs) are reverse select and ultimate COIs.
- With the COIs, the first 20 years are 90 percent of the guarantees, and then for years 21 and after they are 50 percent.
2005 - SOA - Statutory Financial Reporting for Universal Life, by Jeffrey A. Beckley, Society of Actuaries - 15p
- PEOPLE
- James CH Anderson
- Shane Chalke
- Walter Chapin
- George R Dinney
- Albert Easton
- Judy Faucett
- Guertin
- Sam Gutterman
- James Hickman
- Walter Miller
- Ernest J Moorhead
- Anna Rappaport
- Charles Trowbridge
- SOA
- View of the Consumerist
- 1984 NAIC Update
- RSA84V10N222.PDF
- Chalke
- ULMR
- GMP, GLP, r-factor, Reserve, Expense Allowance, Surrender Charge
- TEFRA
- RSA84V10N222.PDF
- 1990's
- Sales Illustrations
- Other
- Illustration War
- Valuation/Illustration Reports, Tables, and Tools
- Committees
- Life Insurance Task force Illustrations
- Dividend Practices
- soa.org/programs/strategic-planning/strategic-planning-task-force/
- soa.org/sections/financial-reporting/financial-reporting-links-of-interest/
- youtube.com/user/SocietyofActuaries/videos?app=desktop
- soa.org/about/historical-background/
- soa.org/about/mission-vision/
- soa.org/research/topics/risk-mgmt-res-report-list/