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Successful Bancassurance Programs - A Look Behind the Scenes
Successful Bancassurance Programs - A Look Behind the Scenes 1999 SOA Annual Meeting, San Francisco. Presenters, each offering a different perspective, discuss a case study involving a ...- Authors: James B Smith, Kerry Kixmiller, Kevin Crowe, Jack LaSalle, Bruce W Ferris
- Date: Oct 1999
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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The Actuary Vol. 22, No. 2 Variable Products - Today's Design Trends
The Actuary Vol. 22, No. 2 Variable Products - Today's Design Trends This article is about the design and growth of the new variable life and annuity products. Analytics and informatics; ...- Authors: Timothy Pfeifer
- Date: Feb 1988
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities; Life Insurance>Pricing - Life Insurance; Public Policy
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Minimum Garanteed Benefits of Variable Annuities
Minimum Garanteed Benefits of Variable Annuities From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 Discussion of guaranteed minimum death ...- Authors: Franklin Clapper, Kerry Krantz, John M O'Sullivan, Stephen A J Sedlak, Cindy Barnard, Charles Dana Tatro
- Date: Sep 2000
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
- Topics: Actuarial Profession>Standards of practice; Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Public Policy; Reinsurance>Financial reporting for reinsurance; Reinsurance>Reserving - Reinsurance
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IRS Approves Annuity Treatment for Term Certain Variable Payout
IRS Approves Annuity Treatment for Term Certain Variable Payout The article discusses a recent IRS private letter ruling granting IRC section 72(b) exclusion ratio treatment for amounts received ...- Authors: John Adney
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Public Policy
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Variable Annuity Hedging Directive – A Long and Winding Road
Variable Annuity Hedging Directive – A Long and Winding Road This article outlines the IRS directive published in July 2014, which provides a safe harbor treatment for variable annuity hedging ...- Authors: Timothy Branch
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Finance & Investments>Derivatives; Financial Reporting & Accounting>Tax accounting; Public Policy
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A Review Of Variable Annuities - Their Regulations, Marketing, Sales Compensation
A Review Of Variable Annuities - Their Regulations, Marketing, Sales Compensation This article summarizes information on the regulatory aspects of variable annuities, both federal and state, and ...- Authors: Ian M Rolland
- Date: Mar 1968
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities>Variable annuities; Public Policy
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Variable Universal Life
Variable Universal Life This session from the 1984 SOA Toronto Meeting discusses variable universal life including state regulation, the Security and Exchange Commission - SEC - rules for ...- Authors: Stuart B Grodanz, Dale Hagstrom, Donald R Paquette, Stephen E Roth, Sharon Schwartz
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Public Policy
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Surprising Investor Control Advice from IRS
Surprising Investor Control Advice from IRS The IRS believes that any segregated asset account comprised of a pool of individual securities will run afoul of the investor control doctrine. This ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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Have You Looked at Your Annuity Products Lately
Have You Looked at Your Annuity Products Lately 1994 SOA Spring Meeting, San Francisco. In this session about annuities, topics discussed included product design, regulatory, marketplace, ...- Authors: Timothy Pfeifer, Thomas F Streiff
- Date: May 1994
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Individual annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities; Public Policy
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Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy