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  • The Demise of Sections 809 and 815
    The Demise of Sections 809 and 815 Congress has acted in recent years to remove outdated provisions ... provisions governing the federal income taxation of life insurance companies from the Internal Revenue Code. In ...

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    • Authors: William B Harman, Douglas N Hertz, Bryan W Keene
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Private Rulings Regarding“Cash Surrender Value”Under Section 7702
    Private Rulings Regarding“Cash Surrender Value”Under Section 7702 This article discusses two recent ... letter rulings that involved the meaning of “cash surrender value” as used under code section 7702, which ...

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    • Authors: Brian King, Craig R Springfield
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • AG 38, ULSG and the Spirit of XXX
    and the Spirit of XXX An extensive look at Actuarial Guideline 38, "The Application of the Valuation ... Valuation of Life Insurance Policies Model Regulation." Life insurance;Taxation 4294995693 2/1/2013 ...

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    • Authors: Kristin R Norberg
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System
    The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System This ... This article discusses the implications of a principle-based reserve PBR system with respect to federal income ...

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    • Authors: Application Administrator, Joseph F McKeever
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
  • Are 1,800 Life Companies Too Many?
    examines the current number of active life insurance companies existing in the United States and the possible ... possible consolidation of the industry. Article from The Actuary, Volume 24, Issue 4 Financial economics;Mergers ...

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    • Authors: Edward Silins
    • Date: Apr 1990
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance
  • Inside the Medical Information Bureau
    Inside the Medical Information Bureau Panelists discuss the history of this 75-year-old Medical Information ... active and data-rich source of medical information, and the services that the MIB offers to clients and ...

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    • Authors: John R Avery, John Luff, Stacy Gill, John Detwiler
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Experience Studies & Data>Morbidity; Health & Disability>Disability insurance; Health & Disability>Health care; Life Insurance
  • What’s Hot in the United States and Canada?
    What’s Hot in the United States and Canada? Product concepts that are born in one country often find ... their way to the other. This article discusses which products are the hot products in the United States ...

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    • Authors: Karen Terry
    • Date: Oct 2008
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • The IRS Schedule M-3 for InsuranceCompanies
    The IRS Schedule M-3 for InsuranceCompanies Insurance companies will be required to file the Internal ... 2006. Schedule M-3 was designed by the IRS as a replacement for the Schedule M-1, which is used to reconcile ...

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    • Authors: Amy Lewis
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Basic Life Insurance is not for Everyone in the World
    Basic Life Insurance is not for Everyone in the World Why a lot of traditional life insurance is ... Life Insurance is not for Everyone in the World Why a lot of traditional life insurance is not sold ...

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    • Authors: Ronald Klein
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Life Insurance
  • It's about Basis ... and Moore
    It's about Basis ... and Moore The article discusses court decisions on the tax ... It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable gain in ...

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    • Authors: Bryan W Keene
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Life Insurance