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Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...- Authors: Application Administrator, Alison R Peak
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...- Authors: Michael D White
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: News Direct
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard Ignoring the mobile technology revolution may place ...- Authors: Karen Monks
- Date: Sep 2012
- Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: News Direct
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software
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Changes in Life Insurance Laws and Regulations: What Do We Need and How Can We Get It?
Changes in Life Insurance Laws and Regulations: What Do We Need and How Can We Get It? Discussion of recent economic, social and political environment and trends and the impact they have had on ...- Authors: Richard Minck, Charles E Rohm, Warren D Arthur, Richard A Edwards
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy; Public Policy
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The Financial Services Industry And Its Responses To Inflation And Deregulation
The Financial Services Industry And Its Responses To Inflation And Deregulation Panel discussion from the April 1982 Society of Actuaries meeting in Houston on the topic of the financial services ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012 An update on the principle-based reserves (PBR) process and possible valuation manual adoption, with recommendations ...- Authors: Norman E Hill
- Date: Mar 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Small Talk
- Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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A Tale of Two Values: Direct Response Insurance
A Tale of Two Values: Direct Response Insurance From a panel discussion session at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Panelists ...- Authors: Jay Jaffe, Ben Lutek, Robert Moser, Robert E Winawer
- Date: May 1999
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Federal Income Tax and Product Development
Federal Income Tax and Product Development Discusses the impact of federal income-tax laws on policyholders, insurance companies, and product design and marketing. From the 1987 Record of ...- Authors: Steven W Fickes, Douglas French, Allan D Greenberg, Harold G Ingraham, James Murphy
- Date: Apr 1987
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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1958 CSO Tables
1958 CSO Tables This discussion looks at various topics associated with the 1958 CSO Tables and answers the following: What is the effect of these tables on premium rates, non-forfeiture ...- Authors: Melvin L Gold, Gardner F. Knight, Graham C Thompson
- Date: Jan 1961
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Life Insurance>Reserves - Life Insurance
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Is This Correction Good For Life Insurance
Is This Correction Good For Life Insurance This article discusses the potential impact that low interest rates can have on the Life Insurance industry, even if they occur for a short period of ...- Authors: Rostislav Zilber
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Investment strategy - Annuities; Life Insurance>Investment strategy - Life Insurance