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2018-09-product-tax-seminar-boot-camp-presentations
2018-09-product-tax-seminar-boot-camp-presentations The Society of Actuaries are once again offering ... aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ...- Authors: Society of Actuaries
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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Recent Developments in Annuity Reinsurance
Recent ... therefore, I think that presents some issues for the direct companies as they're looking into that benefit ... that I see that need to be factored in for a direct company to consider. 3 Recent ...- 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
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Life and Annuity Living Benefit Riders: Considerations for Consumers
policyholder prior to death in the event of a long-term care need or, under some policies, a chronic illness ... addition, many of these plans will continue long- term care insurance (LTCi) benefit payments even after the ...- Authors: Carl Friedrich
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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SOA Product Implementation Executive Summary
distributed through agencies, brokers, banks, direct sales, and worksite and involved life, annuity ... annuity, variable, equity-indexed, long-term care, disability income, and health products. The survey ...- Authors: Jeanne Daharsh, Van Beach
- Date: Mar 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities; Life Insurance
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Modeling of Policyholder Behavior for Life Insurance and Annuity Products - A Survey and Literature Review
policyholders. 2. Data quality and credibility are primary impediments to implementing greater dynamism in ... inform the survey development, and supplemented our primary research data with a more comprehensive perspective ...- Authors: PwC, Lucian Lombardi, Marianne C Purushotham
- Date: May 2014
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey
contributing companies for making this research (both direct writers and reinsurers) such a success. The high ... benefit riders and their implications from both a direct writer and a reinsurer perspective. The SOA ...- Date: Apr 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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Chairperson’s Corner: Election Time
policy (or if you happened to be in an early primary/caucus state it may seem that the presidential ... the voters we serve—some will care most about the “price,” others care most about the long-term value ...- Authors: John Currier
- Date: Oct 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities; Life Insurance
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2010 Individual Life and Annuity Expense Study
Personal Producing General Agents (PPGA), Multi-Line, Direct Response, Other and Unallocated (those expense ... particularly evident for Variable products. The primary explanation for this variation included the recent ...- Authors: Society of Actuaries
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance>Expenses - Life Insurance
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Progress Towards a New Approach to Regulatory Reserving and Required Capital
issues in 2006 and later years. Sources Scanned The primary sources of material were the minutes from NAIC ... Scenario. Reserves for Life Insurance Policies The primary initiative to develop a principles–based approach ...- Authors: Larry M Gorski
- Date: Jun 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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Transition to a High Interest Rate Environment: Preparing for Uncertainty
e 90 Disability Income Insurance 91 Long‐Term Care Insurance 91 f. Pensions 91 5. Asset Class Review 92 ... in Japan, reshaping the global economy. The primary goal of this paper is to explore rising interest ...- Authors: Max Rudolph, Karen Rudolph, 0680 - Milliman Inc, Rudolph Financial Consulting LLC, Randy Jorgensen, Creighton University
- Date: Jul 2015
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance