Archive for July 2021
William Tozer
William Tozer AAA – American Academy of Actuaries ACLI – American Council of Life Insurers Kentucky Central Life 1987 – chairs the Subcommittee on Dividends and Other Non-Guaranteed Elements of the Life Committee of the IASB – [International Accounting Standards Board] Times have changed. — William T. Tozer, ACLI 1981 – SOA – Individual Life Insurance…
Read More1983-4, NAIC Proceedings
1983-4 In addition, a revised Buyer’s Guide has been developed and is proposed for adoption as part of the new model regulation. The revised draft includes annotations indicating the source and background of the changes being proposed to the current model regulation. This proposal would incorporate the following new features into the model regulation: 2.…
Read MoreTransparency
Transparency Transparency is a concept imported by Spencer Kimball. Hart Hearings, supra 28, at 1086·1237, 1087·1088 – (testimony of Spencer Kimball); 1980-2, NAIC Proceedings
Read MoreCEFLI – Compliance and Ethics Forum for Life Insurers
CEFLI – Compliance & Ethics Forum for Life Insurers cefli.org/about-cefli/ 2010 -ThinkAdvisor – IMSA Becomes CEFLI – [link] 2019 0129 – CEFLI – COI Litigation and Regulatory Developments – 34p cefli.org/benchmark-surveys/ 2020 – CEFLI – Compliance and Ethics Benchmarking Survey – 77p 2021 – CEFLI – Compliance and Ethics Benchmarking Survey – 75p cefli.org/wp-content/uploads/2021/07/July-Webinar_2021-CE-Benchmarking-Survey.pdf 2. Indexed…
Read MoreEthics
Ethics THE KEY ETHICAL DILEMMAS IN MARKETING INSURANCE: A COMPARISON OF THE TWO MAIN SEGMENTS OF THE INSURANCE INDUSTRY, Robert W. Cooper, Drake University, by Garry L. Frank, Drake University – 7p 1993 – AP – Ethical Issues, Helps, and Challenges: Perceptions of U.S. Actuaries, Vaughan, Cooper, Frank – 2011 – JFSP -The Ethical Environment…
Read MoreMunicipal Bonds
Municipal Bonds 2008 0312 – GOV (House) – Municipal Bond Turmoil: Impact On Cities, Towns, And States – [PDF-262p, VIDEO-?] 2012 0815 – FRB-NY – The Untold Story of Municipal Bond Defaults – [link] 2021 0709 – Moody’s – US municipal bond defaults and recoveries, 1970-2020 – 113p An interesting question arising in third-party guaranteed defaults is what…
Read MoreBonds
Bonds Bond Insurers Bond Lending Corporate Bonds Junk Bonds Municipal Bonds Private Placement Bonds NAIC – Troubled Company Working Group of the Examination Oversight (EX4) Task Force 1990-2, NAIC Proceedings Chair – Norman Koefoed, Chair (Ill); (p ) – The Chair notified the task force that a Non-Investment Bonds Working Group had been appointed to…
Read MoreSandbox – Government Hearings
Sandbox – Government Hearings 1985 0617 – GOV (House) – Options Market and the National Market System House – Committee on Energy and Commerce – Subcommittee on Oversight and Investigations An interesting question arising in third-party guaranteed defaults is what happens when the guarantor collapses When the letter-of-credit bank or insurance company goes under, or…
Read MoreNational Underwriter
National Underwriter “adjusted index” 1983 book Life Rates & Data
Read MoreTestimony – NAIC – National Association of Insurance Commissioners
NAIC – Testimony 1970s 1973 / 1974 – GOV (Senate) – The Life Insurance Industry, Senator Hart (D-MI) – 4 Parts — [BonkNote] 1973 0221 and 0222 – Part 2 of 4 – [PDF-733p-GooglePlay] 1973-2, NAIC Proceedings – GOV (Senate) – NAIC – Testimony Stanley DuRose (Wisconsin Insurance Commissioner / NAIC) – p107-131 – 25p 1972 0221 (Typo…
Read More