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Deferred Annuities
Deferred Annuities This session discussion: Product design, Risks and how to deal with ... features, Valuation considerations, Investment strategy, Regulatory developments. Annuity valuation;Investment ...- Authors: Arthur V Anderson, Christian J DesRochers, Donna Claire, Application Administrator, Paul H LeFevre
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Life Product Development Update
SOA 1990 San Francisco Spring Meeting covers individual life products including the state of the market ... developments. Cash value;Discount rates=Interest rates;Individual life plans;Life Insurance Marketing and Research ...- Authors: Application Administrator, Christian J DesRochers, Timothy Pfeifer, Mark A Tullis
- Date: Jun 1990
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Taxing Times, May 2007, Volume 3, Issue No. 2
Regulation enabling the adoption of these new valuation and nonforfeiture tables, the “required” date ... end age of the 2001 CSO table is 121 not age 100 as with the 1980 CSO table). Decisions must be made ...- Authors: Application Administrator, Christian J DesRochers, Edward Robbins, Leslie Chapman, Brian King, Kory Olsen, Frederic Gelfond, Craig R Springfield, Bryan W Keene, Peter Winslow
- Date: May 2007
- Publication Name: Taxing Times
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Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation
Separate Account Products in the U.S. and Canada: Comparing Their Design, ... benefits=GLB;Guaranteed minimum death benefits=GMDB;Individual retirement accounts=IRA;Internal Revenue Service=IRS;Marketing ...- Authors: Application Administrator, Christian J DesRochers, Philip Friedlan
- Date: Jun 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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Supplement to Life Insurance and Modified Endowments, Under Internal Revenue Code Sections 7702 and 7702A
Modified Endowments 2008 Supplement Page 1 TABLE OF CONTENTS INTRODUCTION .................. ... .............................. 8 Historical Valuation Issues.......................................- Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Brian A King
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance; Public Policy
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Impact of Federal Income Taxes on Product Design
generally not a strong argument. So those are the individual roles. Now let's move over to the corporate ... particularly in the individual market, that are not going to be viable. When I say the individual market, l'm ...- Authors: Application Administrator, Christian J DesRochers, David J Bohl
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Pricing - Life Insurance
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Taxing Times, May 2005, Volume 1, Issue No. 1
Standard Ordinary Table (1980 CSO) to the 2001 Commissioners’ Standard Ordinary Table (2001 CSO) in determining ... standard table at the time the con- tract is issued. The concept of the prevailing table was bor- rowed ...- Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Edward Robbins, Brian King, Craig R Springfield, Tom Quinn, Susan Hotine, Peter Winslow, Joseph F McKeever
- Date: May 2005
- Publication Name: Taxing Times
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Universal Life Update
Overlap with the panel discussion on tax parity for individual life insurance products will be avoided. MR ... and Chief Individual Actuary at Maccabees Mutual. His main responsibilities are the individual insurance ...- Authors: Christian J DesRochers, Robert D Hogue, Application Administrator, R Stephen Radcliffe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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Failed Contracts Under Internal Revenue Code, Section 7702
outside accountants or advisors have identified; an individual sale may cause an outside advisor to look at ... responsibility to disclose that? What does it mean for the valuation actuary signing a statement if you're aware that ...- Authors: Application Administrator, Christian J DesRochers
- Date: Oct 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Product Design And Marketing Under Section 7702A
Product Design And Marketing Under Section 7702A This session discussion is about SPWL: ... companies have the ability to track policies by individual. So even though there is a provision in the statute ...- Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy