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Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
Contracts, Particularly COLI? By Bryan W. Keene and Mark S. Smith It is well known that permanent, cash value ... on any life insurance policy, or endowment or annuity contract, if the taxpayer is directly or indirectly ...- Authors: Bryan W Keene, Mark Smith
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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NAIC Update – October 2010 Meeting
rent nonforfeiture law links interest rates and mortality to the valuation rates, there are some changes ... friends: Life and Health Actuarial Task Force Mortality: Mary Bahna-Nolan is chair of the American Academy ...- Authors: Donna Claire
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Health & Disability; Life Insurance; Public Policy
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7702A Reduction in Benefits Testing: A Simplified Approach
the test. Under the traditional method, the policy’s full premium history is used to determine the MEC ... determination of a MEC status, a determination of the premium(s) that must be refunded to the policy owner to bring ...- Authors: Larry Hersh
- Date: May 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Has the Illustrations Regulation Been Successful?
Has the Illustrations Regulation Been Successful? A commentary on whether or not the ... Discount rates=Interest rates;Individual life plans;Mortality assumption;Illustrations=Illustration actuary=Sales ...- Authors: Scott Witt
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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A Spectrum of Solutions Series: Part 1—Non-public Options
policies, Retiree medical, Reverse mortgage, Alzheimer's disease and dementia, Chronic illness management ... shopper’s guide[1] breaks down costs of care (as of 2019) into three buckets, as shown in Table 1. These ...- Authors: Nathan Worrell
- Date: Jan 2022
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Long-term Care; Public Policy; Public Policy; Long-term Care>Funding - Long-term Care
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The End of A Tumultuous Year
rates. Another key issue discussed dealt with mortality assumption underlying the AM factors. Possibilities ... from 65 percent to 100 percent of the 1994 GMDB Table, and perhaps allowing insurers to recognize their ...- Authors: Larry M Gorski
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Life Insurance>Universal life; Public Policy
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Social Security Funding
First of all, here are SaTe back- ground figures. Table 1 shows replacement ratios of PIA for the 12 months ... due to the auto- matic-adj ustment provision. Table 2 shows the new tax rates. Half of these rates will ...- Authors: Donald D Cody, Robert J Myers, A Haeworth Robertson
- Date: Apr 1978
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Social Insurance>Social Security
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ACLI Update
Model Rules acknowledges the goal of qualifying the U.S. Global Intangible Low-Taxed Income (GILTI) rules ... lead to the recognition of gains (or losses) … for U.S. income tax purposes and to correspondingly potentially ...- Authors: Regina Y Rose
- Date: Feb 2022
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Finance & Investments; Finance & Investments>Investments; Public Policy; Public Policy
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The Basics of the Tax Treatment of Long-Term Care Insurance
insurance (QLTCI) and combination contracts. HIPAA’s Tax Clarifications Before the enactment of the Health ... premiums are generally excludable from the employee’s income under section 106, and QLTCI benefits are generally ...- Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
- Date: Apr 2024
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Long-Term Care News
- Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
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Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
a foreign person and on Form 1099-R or Form 1042-S when “reportable death benefits” are paid). Each ... insured is a U.S. person at the time of the sale or the sale is subject to state laws (in U.S. states or ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: Communication; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy