2018 Product Tax Seminar with Optional Boot Camp

September 12 - 14, 2018
The Madison Washington D.C., a Hilton Hotel
Washington, D.C.


External Forces & Industry Knowledge Technical Skills & Analytical Problem Solving

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The seminar will take place as scheduled. The Washington, D.C. area is expecting rain over the meeting dates of the seminar, but no direct impact from Hurricane Florence. Attendees who experience flight cancellations due to the hurricane will receive a full refund of their registration fee. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call +1-888-697-3900.


Developed by

SOA Taxation Section

Program Overview

The Society of Actuaries are once again offering a seminar that investigates all aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation Section, participants will be brought up-to-date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC), and allow ample opportunities for networking, questions and information exchange.

September 12

The optional “boot camp” will provide an intense introduction to the basics of product taxation. The boot camp will include sessions focused on life insurance, annuities, and long-term care combination products. The basis of the boot camp will be the authoritative textbooks, “Life Insurance and Modified Endowments Under IRC Sections 7702 and 7702A” and the “Annuities Answer Book.” Book authors will conduct these optional programs. 

September 13–14

The general sessions will feature product, tax, legal and compliance experts as well as Internal Revenue Service (IRS) representatives. Recent changes in the qualification requirements of insurance products and a host of product tax issues beyond Internal Revenue Code (IRC) section 7702 and 7702A will be emphasized.

Educational Objectives

All attendees will benefit from the expertise of our presenters and take away a greater understanding of the newest interpretations of insurance product tax issues. 

Target Audience

This seminar provides valuable information for product actuaries and other professionals involved in the design and administration of life insurance, annuities and long term care contracts within the requirements of the Internal Revenue Code (IRC).

Level of Difficulty

Boot camp – Beginner

General Sessions - Intermediate