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2023-tax-implications-annuity-reinsurance
Join us for discussion about the tax implications for direct writers ceding annuity blocks. The presenters will describe the mechanics and consequences for both onshore and offshore reinsurance ...- Authors: Erik Pronovost, Christine Watson, Matt B Jones, Stefanie Porta
- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Reinsurance
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VM Reporting Requirement for a Company with Low-Risk-Profile Products
VM Reporting Requirement for a Company with Low-Risk-Profile Products To comply with VM reporting requirements, what is the simplest path for a small company that has passed the Deterministic ...- Authors: Bryan Amburn, Stefanie Porta, Timothy Cardinal
- Date: Feb 2015
- Publication Name: Small Talk
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2022-considerations-benefits-si
After years of discussion and debate, Principles Based Reserving (PBR) is finally a reality. Small insurance companies have a unique opportunity to decide between electing for the company-wide ...- Authors: Alixandra Balestra, Calvin Y K Yeung, Stefanie Porta
- Date: Sep 2022
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting
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2022-statutory-financial-reporting
Back by popular demand, it is that time of year for this well-liked annual webcast. Get ready to hear from three expert speakers, who will be covering the latest considerations for the year's ...- Authors: Lori L Helge, Charles K Chacosky, Stefanie Porta
- Date: Sep 2022
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance; Reinsurance
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2023-year-end-financial-reporting
Join us for this popular annual webcast covering the latest considerations for the year's U.S. statutory financial reporting work. Get ready to hear from three expert speakers, who will discuss ...- Authors: Lori L Helge, Donna Claire, Charles K Chacosky, Stefanie Porta
- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting; Life Insurance; Reinsurance
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2023-secure-2
This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs.- Authors: Alison R Peak, Ryan Kiefer, Stefanie Porta
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Pensions & Retirement; Public Policy