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  • Keeping the Promise
    of a well-established provision of a long-term care policy could wreak havoc on that line of business ... potential legal risks inherent in a long-term care policy where any or all of the activities of daily ...

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    • Authors: Application Administrator
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Life Insurance; Social Insurance
  • Certain Inequities in the Life Insurance Company Income Tax of 1959
    term 'insurance company' means a company whose primary and predominant business activity during the taxable ... insurance subsidiaries to repay loans. This is a direct result of the difficulty of paying profits from ...

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    • Authors: James E Kilmer, Peter W Plumley, Application Administrator
    • Date: Oct 1976
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
  • Cash Values and Reduced Paid-Up Insurance - Actuarial Note
    Cash Values and Reduced Paid-Up Insurance - Actuarial Note The authors of this paper chose to ... produced an equivalent criterion by a simple and direct method. We did answer the policyholder's letter ...

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    • Authors: Barnet N Berin, Thomas J Hummel, Paul W Nowlin, John A Stedman, Application Administrator
    • Date: Oct 1958
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Digest of Discussion at Concurrent Sessions
    an individual or individuals with whom he has a direct or indirect financial or organizational relationship ... D438 DISCUSSION- -CONCURRENT SESSIONS The primary purpose of this act is to protect plan participants ...

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    • Authors: E Paul Barnhart, Preston C Bassett, Lynd T Blatchford, Edwin F Boynton, James J Connors, Edward H Friend, Allan D Greenberg, Robert H Jordan, Daniel J Kunesh, Thomas Levy, Robert F Link, David L Lively, Russell Mueller, Robert J Myers, Richard P Peterson, Henry B Ramsey, John G Wallace, David S Williams, Rodney C Wilton, John W Wood, Charles Barry H. Watson, Dale R Gustafson, Sidney Benjamin, Application Administrator
    • Date: Jan 1974
    • Competency: External Forces & Industry Knowledge; Professional Values>Ethical standards
    • Publication Name: Transactions of the SOA
    • Topics: Actuarial Profession>Ethics; Demography>Population data; Life Insurance; Pensions & Retirement
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding ... made. However, Notice 2004-61 does not contain any direct statements identifying what such modifications ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Product Update-Individual Life
    over-insurance that does exist. I would say that the primary focus of this resurgence of the first-to-die market ... MR. STEPHEN H. FRANKEL: You mentioned that your primary market was buy-sell. One of the authors in the ...

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    • Authors: Douglas Doll, Anne Katcher, W Steven Prince, Application Administrator, Sandra Potasky
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Life Product Development Update
    attached to participating business, not only long-term care and dread disease riders, but also the beneficiary ... the single premium policy is sold with a long-term-care rider. I am not sure how many of these are in the ...

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    • Authors: Application Administrator, Christian J DesRochers, Timothy Pfeifer, Mark A Tullis
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Mortality under Standard Individually Underwritten Life Insurance Between 2002 and 2004 Policy Anniversaries
    Mortality under Standard Individually Underwritten Life Insurance Between 2002 and 2004 ... experience prior to 2002 will not be discussed and direct comparisons of actual to expected ratios in preceding ...

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    • Authors: Application Administrator
    • Date: Nov 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality; Life Insurance
  • Supplement to Life Insurance and Modified Endowments, Under Internal Revenue Code Sections 7702 and 7702A
    ACCELERATED DEATH BENEFITS AND LONG-TERM CARE RIDERS..... 49 Long-Term Care Riders (LTC) and Critical Illness ... example, of charges imposed to pay for a long- term-care (LTC) insurance accelerated benefits rider. Hence ...

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    • Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Brian A King
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Public Policy
  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System
    213, holding that certain reserves for long-term care insurance contracts are life insurance reserves ... standard mortality or morbidity tables for long-term care insurance, so that, as the IRS’s ruling recognizes ...

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    • Authors: Application Administrator, Joseph F McKeever
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy