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  • 2007 Individual Life and Annuity Expense Study Summary Report
    2007 Individual Life and Annuity Expense Study Summary Report This is the sixth experience study conducted by the SOA’s Committee on Life Insurance Company Expenses on inter-company expenses.

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    • Authors: Application Administrator
    • Date: Jan 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful
    Product Filing Anxiety: Tips and Advice to Make Your Filings Less Painful This article summarizes a recent session at an SOA meeting that presented tips on improving and speeding the product ...

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    • Authors: Application Administrator
    • Date: Jan 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Annuities; Health & Disability; Life Insurance
  • Group Insurance Underwriting And Selection Issues
    Group Insurance Underwriting And Selection Issues This session from the 1983 SOA Spring Meeting covers group insurance underwriting and selection issues including self insurance, financial ...

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    • Authors: Application Administrator, Charles DeWeese, Paul R Fleischacker, Paul Hansen, Robert B Hardin, Steven Lippai
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability; Life Insurance>Group plans - Life Insurance
  • Choosing an Insurer
    Choosing an Insurer This paper is written totally under present Indian conditions, but keeping an eye on the future, when there will be number of insurers, and this model can be applied to any ...

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    • Authors: Application Administrator
    • Date: Jan 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Life Insurance; Modeling & Statistical Methods
  • Emerging Tax Issues
    Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section 848, market value adjusted contracts, companies in rehabilitation and Canadian issues including: • Part I ...

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    • Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
    • Date: Oct 1992
    • 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: Life Insurance; Public Policy
  • Expense Management
    Expense Management 1993 SOA Spring Meeting, Boston. This session discussed the concepts of expense allocation, determination of product costs, overhead expenses, the product-cost system, ...

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    • Authors: Greg Mateja, Application Administrator
    • Date: May 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • Preferred Risk Underwriting Criteria: Task Force Survey Results
    Preferred Risk Underwriting Criteria: Task Force Survey Results Presented at May 1996 Spring Meeting. Results of the recently completed survey on preferred risk criteria for individual ...

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    • Authors: Application Administrator, Allen Klein, Jess L Mast
    • Date: May 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Millennium Underwriting
    Millennium Underwriting Presenters focus on ways in which life and disability risk assessment and management might be directed in the first decade of the 21st century. From the Record of the ...

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    • Authors: Application Administrator, Michael Gaines, Maureen C Zupan, Hank George
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A This article reviews the definition of “cash surrender value” in ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
    IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A discussion of the proposed safe harbor with respect to calculations for contracts where the insured reaches age 100. Internal ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy