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Legal Notes
Legal Notes These are legal notes concerning policy owner federal income tax, taxation to an agent for expenses for sales convention travel, claims contest on a policy with false statements on ...- Authors: B. M. Anderson
- Date: Mar 1961
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Public Policy; Public Policy
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Life Insurance Regulatory Structures and Strategy: EU Compared to US
Life Insurance Regulatory Structures and Strategy: EU Compared to US The US and EU are each pursuing modernization of their regulatory frameworks. The purpose of this paper is to provide a ...- Authors: PricewaterhouseCoopers
- Date: Jul 2013
- Competency: External Forces & Industry Knowledge
- Topics: Public Policy
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Useful Sources of Healthcare Data, Health Services Research, and Health Policy Information For Actuaries
Useful Sources of Healthcare Data, Health Services Research, and Health Policy Information For Actuaries In the course of consulting engagements, actuaries almost always find they need one or ...- Authors: Society of Actuaries
- Date: Aug 2005
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Topics: Economics>Health economics; Health & Disability>Health care; Health & Disability>Health care quality; Public Policy
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LTC Reserve Weakness and What an Industry Reserve Incentive Program Might Look Like
LTC Reserve Weakness and What an Industry Reserve Incentive Program Might Look Like The LTC insurance sector faces a crisis of credibility due to recent company failures. Market evidence ...- Date: Feb 2021
- Competency: Strategic Insight and Integration
- Publication Name: Long-Term Care News
- Topics: Long-term Care; Public Policy
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A LEARN Session for Brazil
A LEARN Session for Brazil LEARN is an offering to regulators about reinsurance. This article summarizes a session held for Brazilian health regulators in the fall of 2022. Reinsurance, Brazil, ...- Authors: Kristi Bohn
- Date: Feb 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Reinsurance News
- Topics: Public Policy; Public Policy; Reinsurance; Reinsurance>Health reinsurance
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Sustainability Reporting in Europe
Sustainability Reporting in Europe Overview of the regulatory requirements around sustainability reporting in Europe. By Mark-Anthony Macharia and Cristina-Ioana Mihai International News, March ...- Authors: Mark Anthony Macharia, Cristina-Ioana Mihai
- Date: Feb 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: International News
- Topics: Public Policy
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The Rewards of Teaching and Mentorship in the Actuarial Profession
The Rewards of Teaching and Mentorship in the Actuarial Profession Actuary Dave Dillon describes his role volunteering his time as a teacher in higher education, including the rewards and ...- Date: Jun 2023
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Expanding Horizons
- Topics: Actuarial Profession; Actuarial Profession>Mentoring; Actuarial Profession>Professional development; Public Policy; Public Policy
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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
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Actuarial Research Updates from the NAIC National Meeting
Actuarial Research Updates from the NAIC National Meeting This is an article providing a summary of the SOA Research Institute's participation in an NAIC meeting that took place in December ...- Authors: Laura Knapp
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Topics: Actuarial Profession; Public Policy; Public Policy; Public Policy
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NAIC Summer 2023 Meeting: The SOA Presents on New Experience Studies and FSA Pathway Enhancements
NAIC Summer 2023 Meeting: The SOA Presents on New Experience Studies and FSA Pathway Enhancements An article recapping the SOA's participation in the NAIC Summer 2023 meeting. National ...- Authors: Society of Actuaries
- Date: Apr 2023
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Public Policy; Public Policy; Public Policy