Company – Feature
Application – Company Documents
Application – Company Documents New York Life sec.gov/Archives/edgar/data/906982/000119312513312725/d537694dex99e1.htm
Read MoreLIRP – Life Insurance Retirement Plan – Company Documents
LIRP – Life Insurance Retirement Plan – Company Documents http://docs.crumplifeinsurance.com/documents/Stifel_LIRP.pdf https://srsstrategies.com/wp-content/uploads/2024/05/SRS-Guide-To-Your-LIRP-3.pdf 2000s 2008 – John Hancock – Client Profile: Life Insurance Retirement Plan – 2p 2010s Year-? – NYL – How to Create a Life Insurance Retirement Plan, New York Life – 5p 2014 – John Hancock – Sales Strategy – Life Insurance in Retirement Planning (LIRP):…
Read MoreCompany Computer Systems
Company Computer Systems 1992 0929 – Montreal Life Insurance company destroyed by computer errors?, by Peter Deutsch – The Risks Digest Volume 13: Issue 21 – p238-239 – 952p
Read MoreProfit
Profit 1983 – SOA – Profit Standards and Analysis of Earnings for Insurance Companies, Society of Actuaries – 24p
Read MorePrincipal – Agent
Principal – Agent Crown Life v Casteel 2023 – FSRA – Consultation www2.imms.com/members/3rdparty/AmerCol/legalbook/chap16c.htm [Principal-Agent] The rule in this Commonwealth has long been that “where limitations on the soliciting agent’s authority are contained in the application, the insured is bound to take notice thereof and he cannot hold the company bound for acts of the agent…
Read MoreCompany Conversions
Company Conversions 1998 – SOA – Mutual Insurance Holding Company Conversions: Lessons Learned, Society of Actuaries – 20p
Read MoreInsolvent
Insolvent Failures Insolvencies Surplus Notes Solidity (Solvency) 1977 0525 – The Washington Post – How an Insolvent Firm Keeps Selling Insurance, By John F. Berry – [link] 1992 – LR – The Effects of the Insurance Industry Insolvency on Pensioners’ Incomes: A Plan for Federal Insurance, by Lee Anne LeBlanc – 33p 1998 – LR – The…
Read MoreInter-Affiliate Transactions
Inter-Affiliate Transactions 2003 – Case Study of the dangers of Inter-Affiliate Transactions: Monarch Life Insurance Company, by Shauna Ferris – Ferris, S., 2003, Understanding Actuarial Management. Bellis, C., Shepherd, J. & Lyon, R. (eds.). p. 1-3 3 p.
Read MoreGenetic Testing
Genetic Testing FROM THE FLOOR: I, for one, am willing to question that broad consensus. Mr. Jermyn, you mentioned the prospect of genetic testing, which theoretically could classify a great number of people or at least certainly a fair number of people who are currently substandard as uninsurable. How do you reconcile that with the…
Read MoreCulture
Culture Chairman Paul KANJORSKI. (D-PA) – Do you think it is not working smoothly because of avarice, or a thoughtful intent to deny paying customers, or attempting to target and only make special monies in special areas? Mr. HUNTER. I think it is— Chairman KANJORSKI. From the areas that Mr. Eiland is talking about? Mr.…
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