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  • Current Group Insurance Topics
    Current Group Insurance Topics This panel discussion was presented at the SOA's May 1976 Meeting in Houston. The topics covered included: experience rating problems, group life problems, ...

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    • Authors: Application Administrator, John E Burnosky, Ted Dunn, Stephen L Smith
    • Date: May 1976
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance>Group plans - 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
  • 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
  • A Mystery Partially Unveiled: The IRS Rules on Section 7702A's Necessary Premium Test
    A Mystery Partially Unveiled: The IRS Rules on Section 7702A's Necessary Premium Test The Internal Revenue Service issued its seminal ruling interpreting Internal Revenal Code section ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • 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
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Small Talk Newsletter, June 2005, Issue No. 24. Last fall, the Internal Revenue Service IRS released Notice 2004-61, 2004-41 I.R.B.

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy
  • 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
  • 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