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In the Beginning ... How Are Nonqualified Annuities Taxed?
In the Beginning ... How Are Nonqualified Annuities Taxed? Primer on the federal income taxation of nonqualified annuities Annuities;IRS;Taxation 6442468137 3/1/2016 12:00:00 AM ...- Authors: John Adney
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Dynamic Assumption-Setting for Variable and Non-Variable Annuities
Dynamic Assumption-Setting for Variable and Non-Variable Annuities Examination of full surrender and benefit utilization industry experience for Variable Annuities with and without Guaranteed ...- Authors: Mark Birdsall, Marianne C Purushotham
- Date: Sep 2015
- Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: The Financial Reporter
- Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
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Individual Life Insurance And Annuities In The 1980's
Individual Life Insurance And Annuities In The 1980's The title is the theme of the SOA spring meeting on April 14 - 15, 1980. The meeting will focus the effects of changing outside forces ...- Authors: James Lee Lewis
- Date: Mar 1979
- Competency: Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Combining LTC Benefits With Other Products
Combining LTC Benefits With Other Products Discussion of LTC insurance product developments being spurred by recent demographic and regulatory trends, especially combination products such as LTC ...- Authors: Edward P Mohoric, Melvin Rambo, William DeCapua, Mark J Warshawsky
- Date: Oct 2001
- Competency: Leadership>Thought leadership; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Health & Disability>Disability insurance; Life Insurance>Pricing - Life Insurance; Long-term Care>Long-term care insurance; Pensions & Retirement>Plan design
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Statutory Valuation Standards
Statutory Valuation Standards Discusses professional statutory valuation standards, provides an update on the proposal of the National Association of Insurance Commissioners' Life and ...- Authors: John M Bragg, Robert Dobson, Mark E Litow, W H Odell, Francis T O'Grady
- Date: Apr 1987
- Competency: Professional Values>Practice expertise
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Health & Disability>Health insurance; Life Insurance>Reserves - Life Insurance
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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy
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New Actuarial Research in Development
New Actuarial Research in Development Overview of SOA research projects and experience studies in the works, from those in early development to those just released. Predictive modeling;Mortality ...- Authors: R. Dale Hall
- Date: Jan 2015
- Competency: Communication>Written communication; Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Annuities>Group plans - Annuities
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IRS Applies Section 817(a) and (b) to a Nonlife Company: What Does It Mean?
IRS Applies Section 817(a) and (b) to a Nonlife Company: What Does It Mean? This article discusses tax and accounting issues that arise under a recently-issued Chief Counsel Advice in which the ...- Authors: Mark Smith, Charles Miller
- Date: May 2014
- Competency: Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Reflections of a Regulatory Actuary
Reflections of a Regulatory Actuary Reflections of a Regulatory Actuary by Larry Gorski Annuity reserves;Asset modeling;Asset valuation;Bayesian methods;Cash flow testing;Life ...- Authors: Larry M Gorski
- Date: Mar 2003
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation
- Publication Name: The Financial Reporter
- Topics: Actuarial Profession; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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2010 Life and Annuity Symposium Recap
2010 Life and Annuity Symposium Recap Discusses the events of the inaugural Life and Annuity Symposium held May 17 and 18, 2010. Product development; 32341 10/1/2010 12:00:00 AM ...- Authors: Robert Stone
- Date: Oct 2010
- Competency: Professional Values>Practice expertise
- Publication Name: Product Matters!
- Topics: Annuities; Life Insurance