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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Trust are an individual and a charitable organization. For tax purposes, the individual who established ... the contract and names the individual trust beneficiary as the sole annuitant. The Insurer represented ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Small Talk
Small Talk Metadata for entire issue Statutory Reserves;Principles-Based Reserves ... science;Audits;Model validation;Operational risks;Statutory valuation;principle-based reserves 6442466990 3/1/2016 ...- Authors: Society of Actuaries
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
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Chairpersons Corner
Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section ... Symposium May 16–17 in Nashville, Tennessee Valuation Actuary Symposium Aug. 29–30 in Hollywood, Florida ...- Authors: Ryan Stowe
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance; Public Policy