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The Standard Nonforfeiture Law: Impact of Proposed Changes
The Standard Nonforfeiture Law: Impact of Proposed Changes Panelists at this session of the SOA 2003 ... perspective and discuss actual and proposed changes to the Standard Nonforfeiture Law for annuities and life ...- Authors: Application Administrator, Eric Carlson
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance>Non-forfeiture benefits
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Bancassurance & Product Development
Bancassurance & Product Development This session from the 1995 SOA New Orleans Meeting reviews bank annuity ... working with banks on the 'retirement CD' product. From the Record of the Society of Actuaries, Vol ...- Authors: Debra Esker Cunningham, Alan Finkelstein, Steven Gathje, Application Administrator, Julie Andrews
- Date: Apr 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Finance & Investments>Banking - Finance & Investments
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Product Design/Pricing with Bonus Features
design and pricing of products with bonus features. Topics included: 1. The need for maximum ... Reasons we should focus on benefits and not cash values. 4. Principles of equity behind bonus features ...- Authors: Application Administrator, Ted E Becker, Barbara Lautzenheiser
- Date: Oct 1993
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance ... history of the correction procedures previously developed to address compliance failures and the shortcomings ...- Authors: Application Administrator, Walter Welsh, Alison R Peak
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy
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Deferred Annuities
177 RECORD OF SOCIETY OF ACTUARIES 1985 VOL. 11 NO. 1 DEFERRED ANNUITIES Moderator: CHRISTIAN J. ... premium schedules and rather rigid payout options. The environment in which they existed had relatively ...- Authors: Arthur V Anderson, Christian J DesRochers, Donna Claire, Application Administrator, Paul H LeFevre
- Date: Apr 1985
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Annuity Product Developments
discussion is about annuity product developments. The market value adjusted products, non-tax deferred ... effect of non-aggregation rule and variable annuity developments. From Record of the Society of Actuaries ...- Authors: Douglas G Draeseke, Application Administrator, Paul H LeFevre, Thomas Marra
- Date: May 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Sales Illustrations-We Can't Life with Them, But We Can't Live Without Them!
including those of the AAA, NAIC, ACLI, NALU, and ASCLU. • Have illustrations taken on a life of their own ... American Academy of Actuaries=AAA;Assumptions;Marketing and distribution;National Association of Insurance ...- Authors: Application Administrator, Bruce Booker, Judy Faucett, Robert M Nelson
- Date: May 1993
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Cash-Flow Testing Issues for Equity-Indexed and Variable Products
Products From session 75CS at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia ... and challenges faced by the valuation actuary when performing cash-flow testing on equity-indexed and variable ...- Authors: Application Administrator, Alan Downey, Larry M Gorski
- Date: May 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Financial Reporting & Accounting
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Partial Exchange Guidance Keeps Improving
with an overview of how the tax treatment of partial exchanges has evolved over the last decade or so ... including the concerns that led the Service to resist giving taxpayers carte blanche on such transactions ...- Authors: Application Administrator, Bryan W Keene
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Federal Income Taxes - Insured And Annuitant Perspective
proposals for changing the tax law with respect to the taxation of personal income: The tax climate that led ... these proposals, A description of the major proposals including the Treasury proposal pending in Congress ...- Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Public Policy