Description: The article is based on a study of causes of insolvency and decisions made by management, regulators, and policyholders over the life cycle of the insolvency.

Description: The article summarizes and comments on a recent IRS Chief Counsel Advice that addressed how the proration formula works for purposes of the separate account dividends received deduction in the context of a partnership structure. The article explains the historical background of the proration formula as it appeared in the 1959 Act and the differences between how the applies and affects the dividends received deduction in the partnership structure versus the more tradition RIC structure.

Description: Feature article discussing the complexity of financial markets.

Description: A discussion on how, as some have worried, we are entering uncharted territory for countries such as the United States and the Eurozone, as large amounts of money are being expended to stave off major global financial crises.

Description: A discussion of topics in a series of roundtable education sessions on life insurance products and companies at the collaborative meeting of the ACLI and member companies.

Description: In this article, we will analyze the recent value investing experience in the Canadian equity market, determine the main macroeconomic variables that drove the value cycle performance in that period, and draw some conclusions about the benefits of style rotation between value- and growth-oriented styles in the management of an investment portfolio.

Description: Provides an overview of special characteristics of private equity and infrastructure asset classes, based on the perspective of experienced investors

Description: Introduces terms and concepts of Takaful (Islamic) insurance and describes the processes, goals and constraints that apply to the investments of such insurers.

Description: A discussion on investment strategies and long-term financial planning techniques.