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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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A Framework for Incorporating Diversification in the Solvency Assessment of Insurers
A Framework for Incorporating Diversification in the Solvency Assessment of Insurers The purpose of this report is to start an informed debate on the issues surrounding the treatment of ...- Authors: Society of Actuaries
- Date: Oct 2005
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Public Policy
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2022-roles-actuaries-contribution-plans
Explore how certain actuarial roles should be reserved under defined benefit plans for more than 50 years during the Reserved Roles for Actuaries in Defined Contribution Plans webcast. This ...- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Pensions & Retirement; Public Policy
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Session 043: Auditing Your Models for Bias
Session 043: Auditing Your Models for Bias in the insurance industry, machine learning models are increasingly used to make decisions that affect people's lives. In order to ensure that models ...- Authors: Sandra Chefitz, April Shen, Hareem Naveed
- Date: Jan 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance; Life Insurance>Universal life; Public Policy
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What is (re)Insurable?
What is (re)Insurable? There are practical and conceptual aspects underlying (re)insurability. Practically, something or someone is insurable if an insurer is willing provide insurance coverage at ...- Authors: Sam Gutterman
- Date: Sep 2021
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Reinsurance News
- Topics: Public Policy; Reinsurance
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2023-china-symposium
Reunite with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border ...- Authors: Society of Actuaries
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
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The End of A Tumultuous Year
The End of A Tumultuous Year This article reviews the topics discussed at the December 2004 meeting of the Life and Health Actuarial task force. The covered topics include Actuarial Guideline 38 ...- 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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bermuda-reserve-capital
As the size of the life reinsurance market in Bermuda has grown to over half a trillion dollars at the end of 2021, more and more actuaries are getting involved with this 21 square mile North ...- Authors: Robert E Winawer, Nina Han
- Date: Apr 2023
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Finance & Investments; Global Perspectives; Life Insurance; Public Policy; Reinsurance
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2022-value-or-no-value
Explore the value and cost of prescription drugs, how they should be defined and measured and the effects various stakeholders in the pharmacy ecosystem can have on these factors in the latest ...- Authors: Greg Warren, Joan Barrett
- Date: Jul 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Economics; Global Perspectives; Health & Disability; Public Policy
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Social Security Funding
Social Security Funding This 1978 session on Social Security Funding included discussion on 1. Major Amendments, 2. Financing condition of Social Security after amendments, 3. Benefit levels, and ...- 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