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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements ... allocation;Asset management;Deferred annuities;Individual annuities;Policyholder behavior;Taxes;Taxation;Variable ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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Considerations for Indexed Universal Life under PBR
Considerations for Indexed Universal Life under PBR The article highlights key ... insurance;Policyholder behavior;Statutory reserves;Statutory valuation;Stochastic models;Deterministic models 6442480144 ...- Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Canadian Reinsurance Conference 2016 ReDefining Leadership
Canadian Reinsurance Conference 2016 ReDefining Leadership 2016 marks the 60th anniversary ... Benefits;Claims Wellness;Big Data;Specialty Drugs ;Individual Life Trends 6442467116 3/1/2016 12:00:00 AM ...- Authors: Francois Lemieux
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Reinsurance News
- Topics: Long-term Care>Medical expenses; Pensions & Retirement>Assumptions and methods; Public Policy; Reinsurance>Health reinsurance; Reinsurance>Life reinsurance; Reinsurance>Long-term care reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance; Technology & Applications>Analytics and informatics
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Rate Increase Approaches Impact LTC Policyholder Behavior
options, as well as the ability to commu- nicate individual customized alternatives within the premium increase ... category of state approval as pre- viously described. Table 1 shows that policyholders receiving a one-time ...- Authors: Raymond Nelson
- Date: Dec 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Long-Term Care News
- Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
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Considerations for Surplus Determination under ACA
There are five separate actionable outcomes (see Table 1). For a health care insurer that is between 200 ... health insurance marketplace, including: • The individual and employer mandates • The federal premium and ...- Authors: Daniel Pribe, Richard Tash, David M Tuomala
- Date: May 2014
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Health Watch
- Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy
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Indexed Universal Life Snapshot
Indexed Universal Life Snapshot Gives an overview of the main product features of Indexed Universal ... detert@securian.com. ENDNOTE 1 U.S. Retail Individual Life Insurance Sales Participant Report Fourth ...- Authors: Seth Detert
- Date: Aug 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Actuarial Profession>Professional associations; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
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An Introduction to Private Equity and Infrastructure Investing
An Introduction to Private Equity and Infrastructure Investing Provides an overview of special ... functions: asset-liability management, pension valuation, risk management and asset management. At the ...- Authors: David Rogers, John W. Gray
- Date: Aug 2015
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Investments
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Introducing Funding Longevity Task Force
Introducing Funding Longevity Task Force Introduction to academicians, practitioners, and gerontologists ... leap, flew to San Diego, and just sat around a table to discuss their emerging interest in the role of ...- Authors: Shelley Giordano
- Date: Feb 2017
- Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Pension Section News
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IRS Issues Guidance on the Separate Account Dividends Received Deduction
IRS Issues Guidance on the Separate Account Dividends Received Deduction The article summarizes ... (ACTEX Publications 2014); see also id. at 211, Table 8.1, for a more detailed representation of the ...- Authors: Samuel A Mitchell, John Adney
- Date: Jun 2016
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting