Description: Recently completed experience and research studies from the Society of Actuaries.

Description: This article discusses new tax reporting requirements for transfers for value under section 6050Y. It also discusses changes to the transfer for value rule of section 101(a)(2) and (3), including the definition of a reportable policy sale.

Description: Announcement of the availability of two reports prepared by the Society’s Committee on Cost Comparison Methods and Related Issues Special: 1 Analysis of Life Insurance Cost Comparison Index Methods, and 2 Philosophies in the Computation and Dissemination of Dividend Illustrations

Description: This article is is an excerpt from a concept document submitted to the NAIC as a possible framework for drafting the new Standard Nonforfeiture Law. The document incorporates comments from the NAIC’s Life and Health Actuarial Task Force into a concept document prepared by the American Academy of Actuaries’ Nonforfeiture Work Group.

Description: This article is a summary of a debate at a Southeastern Actuarial Club meeting that looked at the appropriateness of secondary guarantees in UL products.

Description: Read the June 2018 issue of Product Matters published by the Product Development Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.

Description: Five industry leaders who have made significant contributions to the life insurance and life reinsurance industry were honored with the Insurance Legends award at ReFocus 2008, the premier conference for reinsurance industry professionals.

Description: How can actuaries innovate solutions to the challenges posed by policyholder behavior risks?

Description: This article presented excerpts taken from a 1998 newsletter of the National Alliance of Life Companies regarding XXX. The topics covered included possible adoption timeline, basic reserves, unitary reserve test, deficiency reserves, deficiency mortality table, etc.

Description: This is a list of additional articles that should be added to the reading list on Taxation circulated to the Society membership in November 1974.