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A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
A Relatively Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling 2005-6. This ruling provides formal guidance on how to treat family ...- 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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Update on Preferredand PreNeed ValuationMortality Tables
Update on Preferredand PreNeed ValuationMortality Tables Two committees continue work on experience studies that will provide a basis for new valuation mortality tables. This is an article about ...- Authors: Roger Annin
- Date: Jun 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Experience Studies & Data>Mortality
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Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives Discusses Aug. 23, 2007, meetings in Salt Lake City, Utah, about principles-based ...- Authors: Mark Birdsall
- Date: Nov 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
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Updated Regulatory Gamut—From OFC to PBR and In Between
Updated Regulatory Gamut—From OFC to PBR and In Between This article discusses regulatory proposals and developments at both the state and federal level that call for small insurer vigilance.- 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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Regulatory Update – 2010 NAIC Summer National Meeting
Regulatory Update – 2010 NAIC Summer National Meeting A discussion of the events of the NAIC Summer National Meeting in Seattle. Accounting standards;Annuity reserves;Principles-based ...- Authors: Norman E Hill
- Date: Nov 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Public Policy
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Compromise on Guideline XXX in Works
Compromise on Guideline XXX in Works This article summarizes the activities of an industry group to develop alternatives to the impending XXX regulation. Five subcommittees will work on ...- Authors: James Van Elsen
- Date: May 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance>Reserves - Life Insurance
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Changes in the Valuation Interest Rate
Changes in the Valuation Interest Rate This article discusses the effects of a reduction in the life valuation interest rate and the adoption of the 2001 CSO table. From Small Talk Newsletter, ...- Authors: Terry Long, Donna K Ferguson
- Date: Nov 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
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Proposed Mutual Holding Company Legislation for Life Insurers
Proposed Mutual Holding Company Legislation for Life Insurers This article is the testimony of the author to the New York State Assembly Standing Committee on Insurance expressing his views about ...- Authors: Thomas P Tierney
- Date: May 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Public Policy
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XXX Wreaks Havoc in Term Market
XXX Wreaks Havoc in Term Market This article discusses the Regulation XXX, the loss of significant sales in the term market and the following products designs which have been cited as possible ...- Authors: James Van Elsen
- Date: Dec 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance>Reserves - Life Insurance
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Price, Ease of Use Are Keys to Online Selling
Price, Ease of Use Are Keys to Online Selling Discusses attributes of online selling. Online insurance sales=Automated underwriting; 11119 9/1/1999 12:00:00 AM ...- Authors: Kevin Keegan
- Date: Sep 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance>Marketing and distribution - Life Insurance