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The Future of Life Insurance Products: Lessons from the Past
The Future of Life Insurance Products: Lessons from the Past Author highlights historical nonforfeiture ... life product designs, in prognosticating about future product designs. Life insurance;Product development;Standard ...- Authors: Christian J DesRochers
- Date: Sep 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC;Taxes=Taxation; 10501 ...- Authors: Craig R Springfield
- Date: Mar 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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7702A Reduction in Benefits Testing: A Simplified Approach
alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided ... is part 2 of a two-part series. “Part 1: Reductions in Death Benefits” was published in the March 2022 ...- Authors: Larry Hersh
- Date: May 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's ... participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of Actuaries (SOA) participated ...- Authors: Laura Knapp
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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Helping To Take The “Ill” Out Of Illustration Certifications—Using The Update To The Illustration Practice Notes
Helping To Take The “Ill” Out Of Illustration Certifications—Using The Update To The Illustration Practice ... Notes A high-level overview of the recent release of the update to the illustration practice notes, ...- Authors: Donna Christine Megregian
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI? The article provides an introduction ... introduction to some of the key limitations that the Internal Revenue Code imposes on business uses of life insurance ...- Authors: Bryan W Keene, Mark Smith
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Final Regulations Under Sections 101 and 6050Y
Final Regulations Under Sections 101 and 6050Y This article discusses final Treasury Regulations published ... published in October 2019 under Internal Revenue Code sections 101 and 6050Y. The regulations cover new tax ...- Authors: Craig R Springfield, Kristin R Norberg
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Insurers To Benefit From NAFTA
Insurers To Benefit From NAFTA Article from The Actuary February 1993 Volume27, No. 2 highlights benefits ...- Authors: Cecilia Green
- Date: Feb 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Public Policy
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Life Settlements: Congress Wades Into the Fray
Congress Wades Into the Fray Article examines a proposed amendment to the MAP-21 Act that would have changed ... changed a number of tax requirements regarding so-called life settlements. Life settlements; Internal ...- Authors: John Adney, Bryan W Keene
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Health & Disability; Life Insurance; Public Policy
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Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
on Reporting Requirements for Transfers for Value of Life Insurance Contracts This article discusses ... for value under section 6050Y. It also discusses changes to the transfer for value rule of section 101(a)(2) ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: Communication; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy