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  • Proposed Regulations on Ownership Change Present Issues for Insurance Companies
    Proposed Regulations on Ownership Change Present Issues for Insurance Companies This article presents a high-level overview of the Federal Income tax rules in section 382 regarding limitations on ...

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    • Authors: Samuel A Mitchell, Arthur C Schneider
    • Date: Jun 2020
    • Competency: Strategic Insight and Integration
    • Publication Name: Taxing Times
    • Topics: Finance & Investments; Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting
  • Market Consistent Valuation of Fixed Indexed Annuity
    Market Consistent Valuation of Fixed Indexed Annuity it discusses the framework and modeling of the market consistent valuation of fixed indexed annuity, against the backdrop of the convergence ...

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    • Authors: Jing Fritz
    • Date: Feb 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Finance & Investments; Finance & Investments>Economic value
  • A Framework for Managing Surplus
    A Framework for Managing Surplus A Framework for Managing Surplus by David N. Becker from The Financial Reporter, May 1999, Issue No. 39. Asset liability management=ALM;Investment strategy; 9091 ...

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    • Authors: David N Becker
    • Date: May 1999
    • Competency: Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments