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IRS Updates Guidance on SEPP Exception to 10% Additional Tax
prior guidance on whether distributions from an individual account under a qualified retirement plan satisfy ... provide guidance on whether distributions from an individual account under a qualified retirement plan fall ...- Authors: Mark E Griffin, Prasanthi Paritala
- Date: Sep 2022
- Competency: Communication; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Annuities>Deferred annuities
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Session 39 - The Use of Predictive Analytics to Set Valuation Assumptions
of Predictive Analytics to Set Valuation Assumptions Certain valuation assumptions are difficult to set ... interest as well is that applications go beyond valuation and include acquisitions, reinsurance and pricing ...- Authors: Martin Snow, Timothy S Paris
- Date: Aug 2019
- Competency: Strategic Insight and Integration
- Topics: Experience Studies & Data>Morbidity; Technology & Applications>Business intelligence
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S&P Global’s Revised Capital Model Change Proposal and its Implication to U.S. Life Insurance Companies
life insurers to account for differences in valuation methods across accounting standards, such as when ... sheet and make a corresponding "life reserve valuation adjustment" to the reserves for these unrealized ...- Authors: Yiru (Eve) Sun, Brian Spadaccino
- Date: Nov 2023
- Competency: Communication; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance
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Table 1 for Session 136IF: Building Bridges with Alternative Marketing Methods
Table 1 for Session 136IF: Building Bridges with Alternative Marketing Methods 1999 SOA Annual Meeting ... Meeting, San Francisco. This is Table 1 Product/Channel Directory that is associated with Building ...- Authors: Robert H Dreyer, Norman E Hill, James B Smith, Lori A. Truelove
- Date: Oct 1999
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
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Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
These products comprise about 40% of the total individual life market, and the survey covers a range of ... interest to a large portion of the life industry. table { text-transform: uppercase; } By Carl Friedrich ...- Authors: Carl Friedrich, Michelle Krysiak
- Date: Oct 2022
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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What is Available in 2014 for 2015 Individual Health Insurance Rate Filings
What is Available in 2014 for 2015 Individual Health Insurance Rate Filings Help to generate ideas for ... for formulating a pricing strategy of 2015 individual health insurance products despite having very limited ...- Authors: Jeff D Rohlinger
- Date: Oct 2013
- Competency: Strategic Insight and Integration
- Publication Name: Health Watch
- Topics: Annuities>Policyholder behavior - Annuities
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Coinsurance for Long-term Care: Another Viable Benefit Reduction Option for Rate Increases?
mortality reflected the 2012 Individual Annuitant Mortality (IAM) Basic table. The voluntary lapse assumptions ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...- Authors: Courtney Williamson
- Date: May 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Long-Term Care News
- Topics: Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care innovation; Long-term Care>Long-term care pricing; Long-term Care>Rates - Long-term Care
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Coinsurance as a Capital Optimization Tool in Korea: Attracting Increased External Capital Through Alignment with Global Practices
solutions to ceding companies, as described below: Table 1 Current Coinsurance Structures Permitted by Korean ... summarized in Table 2. Figure 1 Comparison of Asset Transfer Structure vs. RPD Structure Table 2 Risk Exposure ...- Authors: Seong Weon Park, Dean Kerr, Kathryn van Ryn
- Date: Jul 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: International News
- Topics: Enterprise Risk Management; Public Policy
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Results of the 2021 SOA Reinsurance Section’s Life Reinsurance Survey
Ferraro Reinsurance News, August 2022 In 2021, individual life recurring new business volumes increased ... 18 percent in Canada over the same time period. Table 1 summarizes the most recent results from the 2021 ...- Authors: Anthony Ferraro, Lingxiao Chen
- Date: Aug 2022
- Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Strategic Insight and Integration
- Publication Name: Reinsurance News
- Topics: Reinsurance>General reinsurance
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How Does the Emerging Principle-based Reserving Framework for Non-variable Annuities Compare to Market Risk Benefits Under Long-duration Targeted Improvements?
Principles-based reserves=PBR, Statutory reserves, Valuation actuary, Risk modeling By Ryan Laine, Paul San ... principle-based reserving (PBR) framework for statutory valuation to better align with the evolving nature of insurance ...- Authors: Ryan Laine, Sean Paul Abate, Ben Hanley, Gene Paul Del Castillo San Valentin (Paul), Angela McShane
- Date: Jun 2023
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance