Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Taxation of Distributions
    Taxation of Distributions The rules governing the tax treatment of distributions from life insurance ... understanding. Deferred annuities;Individual annuities;Individual life plans;Taxes=Taxation;Withdrawals; ...

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    • Authors: Douglas N Hertz
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance
  • Determining the Value of a LifeInsurance Contract: RevenueProcedure 2005-25
    under section 402(a) of the Code addressing the valuation of a life insurance contract dis- tributed from ... Service to introduce a formulaic approach to valuation. Springing Cash Values Revenue Procedures 2005-25 ...

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    • Authors: Christian J DesRochers
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Conseqeunces of Insurance Business or Company Acquisitions
    Conseqeunces of Insurance Business or Company Acquisitions Description of general tax consequences ... (inventory) with total fair market value of $50, individual life insurance contracts worth $17, liabilities ...

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    • Authors: Gary Vogel, Kristie Khaw
    • Date: Jun 2015
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: General Insurance (Property & Casualty); Life Insurance