Description: This general discussion looks at the results derived from the 15th International Congress of Actuaries and the legislations adopted in Canada and proposed in the U.S. giving favorable tax treatment to pension contributions by the self-employed. From Transactions of Society of Actuaries 1958, Vol. 10, No. 26.

Description: In this panel discussion from a 1963 SOA meeting, operations under the Keogh Act were explored. The act provides a method under which funds deposited in qualified retirement plans can grow and appreciate income-tax free and under which taxable income can be deferred. From Transactions of Society of Actuaries 1963, Vol. 15 Pt. 2.

Description: This paper is a discussion on what the outlook is for the volume of future new business, the special precautions that may be taken if the trend is downward and controling future expense rates. From Transactions of Society of Actuaries 1949, Vol. 1, No. 1.

Description: This is a discussion about many topics.

Description: This discussion examines the following questions: What is the actuary's role in developing modern methods for financing field men? Can the actuary best perform this function as an agency executive or as an actuary outside the agency department? Is it desirable to market both life insurance and casualty insurance through the same agent? From Transactions of Society of Actuaries 1960, Vol. 12, No. 34.

Description: This general discussion focused on: A. The increase on maximum limits on single premiums accepted based on investment conditions, B. Steps a smaller company might take to meet the current demand for pension plans, C. The extent to which companies have: 1. Transferred to their field or district offices functions which had previously been performed in the home office 2. Transferred to the home office or to central collection offices functions which had previously been performed in agency offices D. Steps taken to revise or supplement company retirement plan benefits to recognize higher salary scales and the possibility of still further inflation, E. The advantages and disadvantages of the Bank Loan Plan under which a policyholder purchases a limited payment life policy and borrows part of the premium from a bank, and F. Changes which have been made in War Exclusion Riders, Disability and Double Indemnity provisions.

Description: This presentation is from the Digest of Informal Discussion, Transactions of Society of Actuaries 1955 Volume 7, Number 17. The speakers discuss per policy expenses. Topics include identification of expenses directly dependent on number of policies, impact on determining premium rates and dividend scales, use of policy fees, interaction with other assumptions, and methods in the U.S., Canada, and other countries to grade premiums by policy size.

Description: This discussion at the SOA 1968 Philadelphia and Los Angeles Regional Meetings compares variable annuitis and mutual funds from a company and customer standpoint. Other opportunities for selling equity based products as well as the Canadian experience are explored.

Description: This is a discussion about life insurance expenses. From Transactions of Society of Actuaries 1962, Vol. 14 Pt. 2

Description: This session at the SOA 1962 Phildelphia and Kansas City Regional Meetings is a discussion about the use of segregated funds - separate accounts - for group annuities and individual annuities.