Harper's Life Insurance Library

  • 1922 - Book - SELLING LIFE INSURANCE, by John Alford Stevenson - [330p-GooglePlay-link]
    • John Alford Stevenson - FORMERLY DIRECTOR OF THE SCHOOL OF LIFE INSURANCE SALESMANSHIP, CARNEGIE INSTITUTE OF TECHNOLOGY, PITTSBURGH, PA
    • Endorsed by THE NATIONAL ASSOCIATION OF LIFE UNDERWRITERS and THE LIFE UNDERWRITERS ASSOCIATION OF CANADA
  • 1922 - Book - THE PSYCHOLOGY OF SELLING LIFE INSURANCE, by E. K. Strong, Jr. - [527p-GooglePlay-link]
    • E. K. Strong, Jr. - School of Life-Insurance Salesmanship, Carnegie Institute of Technology 
  • 1921 - Book - MEETING OBJECTIONS, by John Alford Stevenson - [121p-GooglePlay-link]
    • John Alford Stevenson - FORMERLY DIRECTOR SCHOOL OF LIFE INSURANCE SALESMANSHIP CARNEGIE INSTITUTE
      OF TECHNOLOGY
  • 1921 - Book - THE HOUSE OF PROTECTION, by Griffin M. Lovelace - [153p-GooglePlay-link]
  • 1922 - Book - ANALYZING LIFE SITUATIONS FOR INSURANCE NEEDS: The Case Method, by Griffin M. Lovelace - [249p-GooglePlay-link]  
    • Griffin M. Lovelace - LIFE INSURANCE TRAINING COURSE AND PROFESSOR OF LIFE INSURANCE, SCHOOL OF COMMERCE, ACCOUNTS AND FINANCE, NEW YORK UNIVERSITY
  • LIFE UNDERWRITING AS A CAREER, by Edward A. Woods - <WishList>
  • INHERITANCE TAXATION, by Leon G. Simon - <WishList>
  • 1925 - Book -  LIFE INSURANCE FUNDAMENTALS, by Griffin M. Lovelace - [279p-GooglePlay-link]
    • Griffin M. Lovelace - FORMERLY DIRECTOR OF THE LIFE INSURANCE TRAINING COURSE, NEW YORK UNIVERSITY
  • PRINCIPLES OF LIFE INSURANCE. (In preparation), by Griffin M. Lovelace
  • FUNCTIONS OF LIFE INSURANCE. (In preparation), by Griffin M. Lovelace
  • INHERITANCE TAX. (In preparation), by Franklin W. Ganse
  • THE PSYCHOLOGY OF SELLING LIFE INSURANCE
  • PRACTICAL METHODS OF SELLING LIFE INSURANCE
  • INHERITANCE TAX, (In preparation) - By E. K. Strong - Carnegie Institute of Technology, Pittsburgh, Pennsylvania

Behavioral Science

  • 2024 08 – SOA – Searching for Simplicity: Improving Customer Comprehension in Life Insurance Through Behavioral Science, By Rosmery Cruz, Reinsurance News – Society of Actuaries – [link]

Huebner - Books

  • 1922 - Book - The Stock Market, by Solomon Stephen Huebner - 525p - <Upload>
  • 1926 - Book - The Extent and Importance of the Monetary Value of Human Life, by S. S. Huebner - [29p-GooglePlay-link]
  • 1927 10 - MG -The GENERAL MAGAZINE, AND Historical Chronicle - [To be Continued Quarterly] - SUCCEEDING - The ALUMNI REGISTER of The UNIVERSITY OF PENNSYLVANIA - VOL 29 no. 4 - [8xxp-GooglePlay-link]
    • MODERN INSURANCE Tendencies TRACED BACK TO BENJAMIN FRANKLIN, By S. S. Huebner - p490-496
    • THROUGHOUT the insurance world Benjamin Franklin is recognized as a pioneer in the protection of life and property values. Even to this day his likeness graces the pages of insurance journals more frequently than that of any other person. Whenever thrift is under discussion Franklin's views are likely to be quoted. He also believed in treating human life values in the same sensible way that we treat our property possessions.
    • As he stated : "It is a strange anomaly that men should be careful to insure their houses, their ships, their merchandise, and yet neglect to insure their lives, surely the most important of all to their families, and more subject to loss."
  • 1954 - Book - Accident and Sickness Insurance, Edited by David McCahan - 351p
    • David McCahan, Ph.D., C.L.U., Late Executive Director, The S. S. Huebner Foundation for Insurance Education
  • S. S. Huebner Foundation for Insurance Education Studies - [link-Stanford]
    • 1949 - Book - An analysis of government life insurance, by Dan McGill
    • 1950 - Book - An analysis of group life insurance, by Davis W. Davis,  (Davis Weinert)
    • 1951 - Book - The economic theory of risk and insurance, by Allan Herbert Willett
    • 1955 - Book - Group annuities, by Kenneth Black, Jr.
    • 1956 - Book - Insurance and economic theory, by Irving Pfeffer
    • 1956 - Book - Life insurance investment in commercial real estate, by H. Wayne Snider, (Harold Wayne)
    • 1956 - Book - Total disability provisions in life insurance contracts, by Kenneth W. Herrick
    • 1958 - Book - Development of comprehensive insurance for the household, by John Eugene Pierce
    • 1958 - Book - Group disability insurance, by Jesse F. Pickrell (Jesse Fredrick)
    • 1962 - Book - Group life insurance; an analysis of concepts, contracts, costs, and company practices, by Davis W. Gregg (Davis Weinert)
    • 1963 - Book - Rights of creditors in life insurance policies, by Stuart Schwarzschild
    • 1963 - Book - Savings bank life insurance, by Donald R. Johnson
    • 1964 - Book - Subrogation in insurance theory and practice, by Ronald C. Horn
    • 1965 - Book - Participating life insurance sold by stock companies, by Joseph M. Belth - <WishList>
    • 1967 - Book - The regulation of reciprocal insurance exchanges, by Dennis F. Reinmuth
    • 1968 - Book - Unsatisfied judgment funds, by G. Victor Hallman
    • 1970 - Book - Group life insurance;: An analysis of concepts, contracts, costs, and company practices, by Davis W. Gregg
  • Huebner Monograph Series - searchworks.stanford.edu/catalog?q=%22S.S.+Huebner+Foundation+monograph+series+%3B%22&search_field=search_series
    • 2 - 1973 - Book - Development of Life Insurance Surrender Values in the United States, by J. David Cummins - S.S. Huebner Foundation monograph series - 81p
    • 4 - 1976 - Book - A decision theoretic approach to insurance ratemaking, by Leonard R. Freifelder - 141p
    • 7 - 1979 - Book - Pricing and investment strategies for guaranteed equity-linked life insurance, by Michael J. Brennan - 123p
    • 8 - 1979 - Book - An introduction to mathematical risk theory, by Hans U. Gerber - 177p
    • 9 - 1979 - Book - The incidence of the life insurance company Federal income tax, by A.J. Stagliano - 93p
    • 10 - 1981 - Book - Employer pension plan membership and household wealth, by William R. Waters - 110p
    • 12 - 1982 - Book - The tontine: from the reign of Louis XIV to the French revolutionary era, by Robert M. Jennings and Andrew P. Trout - 91p 
    • 13 - 1985 - Book - Financing growth : a financial history of American life insurance through 1900, by B. Michael Pritchett - 90p
    • 14 - 1986 - Book - Stock life insurance company profitability and workable competition, by Travis S. Pritchett - 77p
    • 16-? - 1991 - Book - International trade in insurance, by Howard Kunreuther and Mark V. Pauly - 101p
    • 16-? - 1997 - Book - Insurance regulation in Europe and the United States, by Jean Lemaire - 152p
  • Life Insurance - Textbook
    1. 1915 - Book - Life Insurance, ed. 1 - Huebner - D. Appleton and Company - <WishList-Hard Copy of actual Book> - [GooglePlay-Link-PDF-511p]
      • Preface
        • The preparation of this text was undertaken at the suggestion of the National Association of Life Underwriters. - [NALU]
        • In making the suggestion, the Association was actuated by the desire for a comprehensive textbook adapted to the needs:
          • ... of classroom instruction for beginners of the study of life insurance in colleges and high schools;
          • ... one which would also serve as a clear and simple exposition of the subject for laymen and life insurance solicitors.
        • To fulfill this purpose it has been the author's object to bring together in compact and classified form the essential facts, principles and practices of the life-insurance business, and to present them in a simple and untechnical manner.
        • The book does not attempt to discuss the highly technical aspects of the business, such as the specialist may desire; instead its purpose is to treat comprehensively those phases concerning which the average student, layman and solicitor should be informed in order to have a clear understanding of the nature of life insurance and the family, personal and business uses to which it may be put.
    2. 1923 - Book - Life Insurance, ed. 2 -  Huebner - D. Appleton and Company
    3. 1935 - Book - Life Insurance, ed. 3 - Huebner - D. Appleton-Century Compay 
    4. 1950 - Book - Life Insurance, ed. 4 - Huebner - Appleton - C - C
    5. 1958 - Book - Life Insurance, ed. 5 - 
    6. 1964 - Book - Life Insurance, ed. 6 - Meredith Publishing
    7. 1969 - Book - Life Insurance, ed. 7 - Meredith Publishing
    8. 1972 - Book - Life Insurance, ed. 8 - Meredith Publishing
    9. 1976 - Book - Life Insurance, ed. 9 - Prentice Hall
    10. 1982 - Book - Life Insurance, ed. 10 - Prentice Hall
    11. 1987 - Book - Life Insurance, ed. 11 - Prentice Hall
    12. 1994 - Book - Life Insurance, ed. 12 - Prentice Hall
    13. 2000 - Book - Life Insurance, ed. 13 - KBJ and Prentice Hall / Simon Schuster
    14. 2013 - Book- Life Insurance, ed. 14 - Ikon / Lucretian
  • Huebner International Series on Risk, Insurance and Economic Security - [link-springer]
  • 1980s
    • 1983 - Book - Insurance Rate Litigation: A Survey of Judicial Treatment of Insurance Ratemaking and Insurance Rate Regulation - Vol. 2, Author: J.K. Mintel
    • 1983 - Book - Risk Classification in Life Insurance - Vol. 1, Editors: J. David Cummins, B.D. Smith, R.N. Vance and J.L. Vanderhel
    • 1988 - Book - Classical Insurance Solvency Theory - Vol. 8, Editors: J. David Cummins and Richard A. Derrig
    • 1989 - Book - Financial Models of Insurance Solvency - Vol. 10, Editors: J. David Cummins and Richard A. Derrig
  • 1990s
    • 1991 - Book - Managing the Insolvency Risk of Insurance Companies: Proceedings of the Second International Conference on Insurance Solvency - Vol. 12, Editors: J. David Cummins and Richard A. Derrig
    • 1992 - Book - Bayesian Statistics in Actuarial Science with Emphasis on Credibility - Vol 15, Author: Stuart A. Klugman 
    • 1992 - Book - Contributions to Insurance Economics - Vol. 13, Editor: Georges Dionne
    • 1992 - Book - Foundations of Insurance Economics: Readings in Economics and Finance - Vol. 14, Editors: Georges Dionne and Scott E. Harrington
    • 1993 - Book - Financial Management of Life Insurance Companies - Vol. 17, Editors: J. David Cummins and Joan Lamm-Tennant
    • 1994 - Book - Insurance, Risk Management, and Public Policy: Essays in Memory of Robert I. Mehr - Vol. 18, Editors: Sandra G. Gustavson and Scott E. Harrington
  • 2000s
    • 2000 - Book - Handbook of Insurance - Vol. 22, Editor: Georges Dionne
    • 2000 - Book - Loss Reserving: An Actuarial Perspective - Vol. 21, Author: Gregory Taylor
    • 2000 - Book - Pension Reform in Latin America and Its Lessons for International Policymakers, Vol., Author: Tapen Sinha
    • 2007 - Book - Handbook of International Insurance: Between Global Dynamics and Local Contingencies - Vol. 26, Editors: J. David Cummins and Bertrand Venard

Academic - Index

University of Georgia

College

  • Fidelity Union – Carr
  • California Lawsuit – Judge
  • 2019 – SOA – Equity Indexed Universal Life Insurance in College Funding, by Presenter: Zhixin Wu, DePauw University, arc-2019-iss-1-wu – Society of Actuaries – 1p  – <WishList – Actual Study / Presentation>
    • Abstract:  This study compared the performance of the Indexed Universal Life (IUL) with 529 college saving plans in college education planning by Monte-Carlo simulations and sensitivity analysis.
      • The IUL showed lower return and risk than the all-stock 529 portfolios but higher return and risk than the typical age-based 529 portfolios. The expected family contribution (EFC) impact should be considered in the decision-making process.
      • All key market variables were modeled as correlated stochastic processes in the stimulation.
        Important actuarial assumptions and tax-related issues driving the performance of the IUL and 529 investment were thoroughly analyzed.
      • The study reported how these factors affected the performance of two alternative funding solutions
  • You’ve probably read about the many insurance scams, where agents sold “retirement plans” that were life insurance in disguise.
  • Here’s a variation: agents selling insurance policies under the name “college savings plans.”
  • ………………….
  • MetLife spokesman Charles Sahner says the suit has no merit because these parents knew they were getting life insurance. Under company policy, he adds, people like the Rosteks would have been told that any withdrawals carried a tax penalty.
    • The Rosteks say they were never informed.
  • Similar problems arose in Florida, where some MetLife agents worked up a pitch for what they called “MetLife’s College Funding Program.”
    • Again, it was life insurance they were selling, but they targeted members of the state-run Prepaid College Program.
  • …………………
  • MetLife’s Sahner says that any buyers who were misled will be reimbursed. They also can be reinstated in the state’s prepaid tuition plan with MetLife covering all the costs of making them whole.

  • Florida has nine other insurers under scrutiny for hustling college savings plans, but no names were released.

  • But even when sales pitches don’t mislead, there’s a strong case against choosing life insurance for an education fund:

1995 0808 – Roanoke Times – College Plans are in Scams in Disguise, by Jane Bryant Quinn, Washington Post Writers Group – [link]   

AEA – American Economic Association

  • 1942 09 – AEA – The American Economic Review, VOL. XXXII, NO. 3, PART 2 SUPPLEMENT SEPTEMBER, 1942, Directory of the American Economic Association, Edited by the Secretary – 211p
    • BAGLEY, Eleanor Sauer
      • E Life insurance problems
    • BETHKE, William
      • E Insurance field management
    • CROBAUGH, Clyde Julian
      • C Trends and comparisons in life insurance costs
      • Handbook of Insurance (Prentice-Hall, 1931)
      • Annuities and their uses (George Dean. 1935).
    • DAUER, Ernst August
      • F Co-author, “Stocks vs. bonds as life insurance investments during depression,” Harvard Bus. Rev., Jan., 1935
    • ELLIOTT, Curtis Miller
      • C The causes of and the problems resulting from the increased sales of life insurance companies
    • GARVER, Earl S
      • E Mortgage insurance (doctoral dissertation, Yale)
    • HART, Orson Henry
      • A; Phoenix Mut. Life Ins. Co., security analysis
      • E Life insurance investments (doctoral dissertation)
    • (p51) –  Author-?
      • The Training of Life Insurance Agents
      • The Compensation of Life Insurance Agents

    • HELM, Florence

      • E Federal insurance of bank deposits; receiverships and mergers of insured banks

    • HOPF, Harry Arthur, Arthur
      • E Relation between size and accomplishment in business as revealed by analysis of the operations of life insurance companies (doctoral dissertation)
    • HUEBNER, Solomon Stephen, Univ. of Pennsylvania, (1914) A Univ. of B B.L., 1902, M.L.. 1903. Wisconsin D., Cc De Pennsylvania, pro; Ph.D., 1905, Pennsylvania.
      • F Life insurance (1935)
      • The stock market (1934) (Appleton-Century)
    • LOCKE, Henry
      • C Life insurance finance, 1910-30, with special reference to policy loans and surrenders
    • LOMAN, Harry James, I
      • D 9. Insurance principles and practices (with Robert Riegel) (Prentice-Hall, rev. 1929)
      • Taxation in its relation to life insurance (Appleton-Century, 1927)
    • MANES, Alfred
      •  E Insurance activity of federal government in peace and wartime
      • Insurance: facts and figures (Harper 1938)
    • McCAHAN, David,
      • C State insurance in the United States (Univ. of Pennsylvania Press,
        1929). 
      • F Life insurance as investment (with S. S. Huebner) (Appleton-Century, 1933)
      • College and university instruction in insurance (Amer. Col. of Life Underwriters, rev. 1940).
    • MUDGETT, Bruce
      • C Disability provision in American life insurance Contracts (Amer. Acad. of Polit. and Soc. Sci., 1915)
    • PARRY, Corliss Lloyd 
      • C  lnvestment policies and practices of the United States legal-reserve life insurance companies
      • E Role of formal savings institutions in war finance
      • F The insurance industry in defense and war finance.” Proceedings, Amer. Asso. of Univ. Teachers of Ins. March 1942 Teachers of Ins.  
      • “European insurance companies and real estate.” Jour. of Land and Pub. Util. Econ., Aug., 1940
      • Insurance trade press advertising (Ohio State Univ., 1930).
    • STALSON, J. Owen,
      • C The history of life insurance marketing to 1876
      • E Management history of a life insurance company
      • F Marketing life insurance (Harvard Univ. Press, 1942).