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  • X-Rated Reserves: AXXX and XXX
    Time to Say Goodbye to the 1980 CSO Mortality Table by Brian G. King and Craig R. Springfield _______________ ... decade, the reserve standards articulated in The Valuation of Life Insurance Policies Model Regulation (Regulation ...

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    • Authors: Christian J DesRochers
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Term life
  • ACLI Update
    Insurance Commissioners (“NAIC”) approved the Valuation Manual. The Manual contains details of a principle-based ... Adoption requires that a state enact the Standard Valuation Model Law that was approved by the NAIC in 2009 ...

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    • Authors: Pete Bautz
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Public interest representation
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Term life; Public Policy
  • How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products
    How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products ... distri- bution requirements in section 72(s); (2) individual retirement arrangements (“IRAs”); (3) the required ...

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    • Authors: Mark E Griffin
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Term life; Public Policy