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Product Tax Implications of the Adoption of the 2017 CSO
fundamental change in approach for establishing valuation standards for life insurance products that will ... Standard Valuation Law,¹ which was then followed in December 2012 by its adoption of the Valuation Manual ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Oct 2016
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance
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Product Tax Seminar and Optional Boot Camp Presentations
may continue in force after the day on which the insured individual attains age 100.” • Cites to new Section 7 ... use for valuation and nonforfeiture purposes as a result of the adoption of the Valuation Manual (VM) ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
tables as part of the Valuation Manual under the revised Standard Valuation Law. Taking into account ... identification of the prevailing commissioners’ standard table—is based on the issue date of a contract, a change ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
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The Life Insurance Product Tax Provisions of H.R. 1
underwriting and issuance of contracts in the individual market through the use of simplified underwriting ... using a pre- existing mortality table for three years after a new table had met the requirements to be ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge; Leadership
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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The Second Edition of Life Insurance & Modified Endowments Under Internal Revenue Code Sections 7702 and 7702A
The Second Edition of Life Insurance & Modified Endowments Under Internal Revenue Code ... contained numerous illustrations based on 1980 table mortal- ity, but the 2001 CSO Tables were rapidly ...- Authors: John Adney, Brian King, Craig R Springfield
- Date: Jun 2015
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting