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A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
section 7702(f )(5)? Or, can a company use the mortality table applicable to the base policy in determin- ... when the computational limit for mortality and “other than mortality charges” for qualified additional ...- Authors: Edward Robbins
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Recent Developments in the Health Care Market
Recent Developments in the Health Care Market Provides an overview of developments ... Provides an overview of the Government Finance Officer’s Association (GFOA) in New York on Dec. 6, 2018 7/30/2019 ...- Authors: Michael Frank
- Date: Jul 2019
- Competency: External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Health & Disability>Health insurance; Health & Disability>Provider networks
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Several Ways to Improve Your Use of Excel for Actuarial Production
during discussions about the impacts of the model’s calculations. [OUTPUTS] should be a stand-alone sheet ... have created the exact same formula for excess mortality in one cell, and even created dynamic ranges for ...- Authors: Stephan Mathys
- Date: Jun 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Technology & Applications>Business intelligence; Technology & Applications>Software; Technology & Applications>Visualization
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Updated Regulatory Gamut—From OFC to PBR and In Between
international accounting replacing U.S. GAAP. There is no reason why U.S. Statutory accounting for insurers ... on GAAP or are con- cerned about the viability of U.S. Statutory accounting need to follow events here ...- Authors: Norman E Hill
- Date: Nov 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Public Policy
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Principles-Based Reserves for Credit Actuaries
A&H Working Group to adopt a modified 1985 CIDA table for valuation of active life re- serves for single ... performed a comprehensive inter-company credit life mortality study and worked with LHATF to adopt a model regula- ...- Authors: Christopher Hause
- Date: Oct 2006
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Proposed Actuarial Guideline XYZ
reduction could involve using pricing mortality rather than the CSO mortality tables. Two approaches were considered ... guarantees. Regarding the suggested changes, the table below summarizes the changes and the LHATF’s actions: ...- Authors: Scott J Cipinko
- Date: Jun 2002
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Universal life
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Managing Model Risk
Managing Model Risk Actuarial models have always been an important tool for helping companies ... importance—and of scrutiny. This has raised everyone’s interest in the management of models, and by implication ...- Authors: Trevor Howes
- Date: Jan 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Modeling & Statistical Methods
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Tax Update
of the 2001 Commissioners’ Standard Ordinary Mortality Tables (the 2001 CSO Tables) in 2004 placed a ... Ruling 2009-14 presents three situations where a U.S. citizen purchases a life insurance contract and ...- Authors: Edward Robbins, Brian King
- Date: Nov 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Financial Reporting & Accounting>Tax accounting
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Modeling CMOs
and should become a part of Insurers?” by Andrew S. Chow, which an investment management agreement thoroughly ... the administrative system to work on January 1, 2000. Valuation and cash-flow testing of equity-indexed ...- Authors: DALE ALLEN HALL
- Date: May 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Finance & Investments; Modeling & Statistical Methods>Asset modeling
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An Introductionto Simplified Issue
is not easy, specif- ically mortality. Although there is general mortality information available for SI ... thorough enough to accomplish your anticipated mortality results and minimize selection, yet short enough ...- Authors: Michael Agan
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance