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  • What’s on the Shelf? A Proposal to Tax the Inside Buildup
    What’s on the Shelf? A Proposal to Tax the Inside Buildup This article is a discussion of the proposal to tax the inside build-up in life insurance policies and the consequences if it were to be ...

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    • Authors: Brian King
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • ACLI Update – Legislative and Regulatory Developments
    ACLI Update – Legislative and Regulatory Developments Updates on partial annuitization and exhanges, prevailing CSO valuation mortality tables, disclosure of offshore accounts through FATCA.

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • IRS Ruling Confirms Exchange of COLI on Former Employees Triggers Loss of Interest Deductions
    IRS Ruling Confirms Exchange of COLI on Former Employees Triggers Loss of Interest Deductions Discusses Internal Revenue Service Ruling 2011-9. Since ruling now applies to all taxpayers, not ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Nathaniel Ingersoll Bowditch
    Nathaniel Ingersoll Bowditch Article Nathaniel Ingersoll Bowditch by Bartlett in The Actuary, June 1979, Volume 13, Number 6 Accident insurance;Annuities;Differential mortality;Investment ...

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    • Authors: Dwight K Bartlett
    • Date: Mar 1979
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Public interest representation; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Ethics; Annuities>Investment strategy - Annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Mortality Under Standard Ordinary Insurance Issues Between 1962 and 1963 Anniversaries
    Mortality Under Standard Ordinary Insurance Issues Between 1962 and 1963 Anniversaries This is the 1964 Report covering the intercompany experience under standard ordinary insurance issues ...

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    • Authors: Society of Actuaries
    • Date: Jan 1964
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Experience Studies & Data>Mortality; Life Insurance
  • Session 045: Individual Life Waiver of Premium: Has Anything Changed Since 1952?
    Session 045: Individual Life Waiver of Premium: Has Anything Changed Since 1952? The presenters will dig into the little rider that most actuaries don't spend much time thinking about. A ...

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    • Authors: Jennifer Fleck, Tony Phipps, John Robinson
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Life Insurance; Life Insurance>Reserves - Life Insurance; Experience Studies & Data>Waiver of premium
  • Reinsurance Administration Professionals Association (RAPA): An Update from the New Chair
    Reinsurance Administration Professionals Association (RAPA): An Update from the New Chair The article is introducing and promoting the value of RAPA, the Reinsurance Administration Professionals ...

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    • Authors: Jill Dupuis
    • Date: Mar 2023
    • Competency: Relationship Management
    • Topics: Life Insurance; Reinsurance; Reinsurance>General reinsurance
  • Mind Matters: The Role of Re/insurers in Supporting the Mental Health (and Wellbeing) of our Policyholders
    Mind Matters: The Role of Re/insurers in Supporting the Mental Health (and Wellbeing) of our Policyholders Mental health, suppoting policyholders By Corinne Kenny Reinsurance News, April 2022 ...

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    • Authors: Corinne Kenny
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Product development - Life Insurance
  • Time to Embrace Inclusive Insurance
    The limited availability of life and protection cover for people living with certain serious health conditions is starting to become a critical issue for insurers. The public perception is that ...

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    • Authors: Zoe Woodroffe
    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance
  • navigate-volatile-rate-environment
    The surge in interest rates over the past few years presents opportunities for life insurers to enhance their Asset and Liability Management (ALM) positions through asset rebalancing to narrow ...

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    • Date: May 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Finance & Investments; Life Insurance; Long-term Care; Modeling & Statistical Methods; Reinsurance