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COLI Update - Court Decides Xcel Had Insurable Interest In Broad-Based COLI and Sixth Circuit Overturns Taxpayer-Favorable Decision in Dow Chemical COLI Case
COLI Update - Court Decides Xcel Had Insurable Interest In Broad-Based COLI and Sixth Circuit Overturns Taxpayer-Favorable Decision in Dow Chemical COLI Case COLI products continue to be the ...- Authors: Frederic Gelfond, Susan Hotine, Peter Winslow
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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On Grandfathers and Adjustments: New IRS Chief Counsel Advice Memo Blurs Lines
On Grandfathers and Adjustments: New IRS Chief Counsel Advice Memo Blurs Lines Illustrates the lack of clarity about how the various grandfather clauses applicable to life insurance contracts ...- Authors: Application Administrator, Craig R Springfield
- Date: May 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance
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SOA Product Implementation Executive Summary
SOA Product Implementation Executive Summary To better understand the product development process and practices currently used at insurance companies, the Society of Actuaries Marketing and ...- Authors: Jeanne Daharsh, Van Beach
- Date: Mar 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities; Life Insurance
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Accelerated Death Benefit Rider Financing Approaches
Accelerated Death Benefit Rider Financing Approaches This article outlines industry practice and consideration for pricing acceleration-only riders to life insurance policies. .content-wrap { ...- Authors: Robert Eaton
- Date: May 2022
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Long-term Care
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Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels
Evaluating Distribution Channel Options for Individual Insurance Products, Part 2: Call Center and Digital Platform Sales Channels Overview of call center and digital sales platforms for the ...- Authors: Art W Lewis
- Date: Oct 2022
- Competency: Strategic Insight and Integration
- Publication Name: News Direct
- Topics: Health & Disability; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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The Actuary Magazine October 2004 - Kinder, Gentler M&A
The Actuary Magazine October 2004 - Kinder, Gentler M&A An article on kinder, gentler mergers and acquisitions. Life insurance company mergers and acquisitions are seeing a renewal of ...- Authors: Robert Shapiro
- Date: Oct 2004
- Competency: Strategic Insight and Integration
- Publication Name: The Actuary Magazine
- Topics: Life Insurance
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The Impact of a Rising Interest Rate Environment on Life Insurance
The Impact of a Rising Interest Rate Environment on Life Insurance For over a decade, life insurers have been challenged by a low interest rate environment, making it difficult to find ...- Authors: Alexander Tall , Jeff Raven, Jack Pizzo
- Date: Oct 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Reinsurance News
- Topics: Life Insurance; Reinsurance
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S&P Global’s Revised Capital Model Change Proposal and its Implication to U.S. Life Insurance Companies
S&P Global’s Revised Capital Model Change Proposal and its Implication to U.S. Life Insurance Companies S&P reissued a second Request for Comment (RFC) in May 2023 that proposed changes to ...- Authors: Yiru (Eve) Sun, Brian Spadaccino
- Date: Nov 2023
- Competency: Communication; Results-Oriented Solutions; Strategic Insight and Integration
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance
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Chairperson's Corner
Chairperson's Corner Message from the section chairperson about upcoming section sponsored events. Marketing, Distribution 9/24/2019 12:00:00 AM ...- Authors: William Bade
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance
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The Future of Insurance Product Development in Japan: RGA Product Development Survey
The Future of Insurance Product Development in Japan: RGA Product Development Survey Against the backdrop of low interest rates, rapidly expanding data analytic capabilities, and increased ...- Authors: Leigh Allen, Kazunori Hashida
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Product development - Life Insurance