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  • T3: Taxing Times Tidbits
    T3: Taxing Times Tidbits Articles on IRS private letter rulings on combination products, IRS treatment of reinsurance under section 845, and IRS waivers for failed contracts under section 7702.

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    • Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy; Reinsurance
  • 2021-life-meeting
    The Life Meeting, is the result of combining the Life & Annuity Symposium (LAS) and the Valuation Actuarial Symposium (ValAct). The Life Meeting will offer sessions specific to pricing and ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
  • 2021 Life Meeting - Session 8E: Insurance M&A Valuation Methodologies and Considerations 9.1.21 Recording
    Actuarial valuations for life insurance and annuities businesses come in many shapes and forms, depending on the profile of the business being sold and the geography/accounting. The presenters ...

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    • Authors: Society of Actuaries
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
  • 2023-reinsurance-help-prod-dev
    Come discuss how reinsurers can work side by side with insurer to better develop products, and lift in the areas that reinsurers have more experience, help matching products with distributions ...

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    • Authors: David Goehrke , Chris Behling, James Goad, Yiru (Eve) Sun
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Economics; Enterprise Risk Management; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance
  • 2021 Life Meeting - Virtual Experiences
    2021 Life Meeting - Virtual Experiences This year’s Life Meeting was unable to take place in person as planned in New York City. We are looking forward to the Life Meeting returning to New York ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
  • 2024-china-symposium
    Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and ...

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    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; 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
  • 2023-refocus
    ReFocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch ...

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    • Authors: Society of Actuaries
    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Demography; Economics; Finance & Investments; Global Perspectives; Life Insurance; Reinsurance; Technology & Applications
  • 2024-refocus-conference
    ReFocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch ...

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    • Authors: Society of Actuaries
    • Date: Feb 2024
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Demography; Economics; Finance & Investments; Global Perspectives; Reinsurance; Technology & Applications
  • Recent Developments in Annuity Reinsurance
    Recent Developments in Annuity Reinsurance 1998 SOA Spring Meeting, Maui. Panelists discussed recent product development, tax law changes, and increased competition in the annuity market, and ...

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    • Authors: W David Fairhall, Timothy J Ruark, Michael Sakoulas
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Reinsurance
  • Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers
    Insurers’ Hidden Risk From Reinsurance Recaptures: The Perspective of UK Annuity Writers A jurisdiction’s regulatory regime can make some insurance products capital intensive to write. This can ...

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    • Date: Aug 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Annuities; Reinsurance