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Taxation for M&A and Reinsurance, Part 2: Product Considerations
Considerations The article focuses on the policyholder tax considerations specific to various types of contracts ... reinsurance transactions, buyers need to be aware of the product tax compliance (PTC) requirements and evaluate ...- Authors: Jeffrey Stabach, Brian King, Philip Ferrari
- Date: Dec 2020
- Competency: Results-Oriented Solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A ... discussion of the proposed safe harbor with respect to calculations for contracts where the insured reaches ...- Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Income Term Life Survey Results
income stream, commencing upon death of the insured during the term period, to a surviving beneficiary ... or (b) death of the beneficiary. This article provides an overview of the results of the survey. 2/7/2020 ...- Authors: Charles Preti
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance
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Lidstone's Formula for the Present Value of the Profits of a Policy - Actuarial Note
Formula for the Present Value of the Profits of a Policy - Actuarial Note It is to be hoped that the demonstration ... demonstration of these formulas, at least for an ordinary whole life policy, will be included in text ...- Authors: James MacLean, Arthur Pedoe
- Date: Oct 1958
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's ... participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of Actuaries (SOA) participated ...
- Authors: Laura Knapp
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A
Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning ... Meaning of Section 7702f2A This article reviews the definition of “cash surrender value” in section 7702f2A ...- Authors: Application Administrator, Alison R Peak
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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The Interaction of Section 7702 and the Nonforfeiture Law - Trouble Ahead for Traditional Life Insurance
The Interaction of Section 7702 and the Nonforfeiture Law - Trouble Ahead for Traditional Life Insurance ... Insurance The interaction of section 7702 cash value accumulation test [CVAT] and state nonforfeiture laws ...- Authors: Christian J DesRochers, Benjamin J. Yahr
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Re-Act: 2020 Canadian Reinsurance Conference (CRC)
Re-Act: 2020 Canadian Reinsurance Conference (CRC) Description and welcome to the 2020 Canadian Reinsurance ... Reinsurance Conference including highlight of the key note speaker 1/10/2020 12:00:00 AM ...- Authors: Amhlaoibh Lynch
- Date: Jan 2020
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Reinsurance News
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance; Life Insurance>Accelerated underwriting; Life Insurance>Guaranteed issue; Life Insurance>Simplified issue
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IFRS 17 Corner
rates By Bruce Rosner The Financial Reporter, April 2023 On Jan. 1, 2023, all of the geological instruments ... failed to register the long-awaited IFRS 17 and LDTI[1] effective date (from the IASB and FASB, respectively) ...
- Authors: Bruce Rosner
- Date: Apr 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Life Insurance
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Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
Overview of call center and digital sales platforms for the development of distribution strategy in the individual ... understanding the strengths, weaknesses, and characteristics for each channel as well as the interactions ...
- Authors: Art W Lewis
- Date: Oct 2022
- Competency: Strategic Insight and Integration
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance