Description: This literature guide focuses on individual life insurance distribution, with an emphasis on marketing operations which use the agency distribution system - although much of the material is applicable to direct response marketing.

Description: The February/March 2014 edition of The Actuary magazine—the Society of Actuaries’ flagship publication.

Description: Chapter 10 of the Models for Retirement Policy Analysis. This chapter describes the Macroeconomic-Demographic Model of the U.S. Retirement Income System used to investigate alternative approaches to investment of the OASDI trust funds.

Description: This discussion covered: 1. The extent to which companies' net earned interest rates have risen above their low points from that of several years ago and 2. The NAICs' new method of dividing amortizable bonds into two classes in the valuation of securities

Description: U.S. corporate federal income taxation of life insurance companies underwent a major revision several years ago with the adoption of the 1984 Tax Act, following two years of stopgap taxation under TEFRA '1982 Tax Act'. This paper highlights the SOA study notes, a text of the IASA and other documents that provide a comprehensive introduction to life insurance company taxation.

Description: Update on the activities of the Retirement Plans Experience Committee

Description: The Required Minimum Distribution [RMD] Working Group of the SOA Taxation Section has completed research identifying considerations for actuaries and annuity insurers in determing the actuarial present value of additional benefits for computing the RMD under a deferred annuity contract. This is the Appendix I spreadsheet for determining the Actuarial Present Value of an annuitization bonus. Please see the SOA website research for the full report and other associated spreadsheets.

Description: Interview with Joseph Goodman, vice president at Compass Lexecon.

Description: State insurance regulators have developed a searchable database that will provide insurers immediate access to summarized product content requirements for rates, rules and forms on a national basis. Called the Product Requirements Locator, this will improve filing efficiency.

Description: Read the June 2017 issue of Taxing Times published by the The Taxation Section. Newsletters provide practical information for the working actuary, articles on trends that impact sections and news about section activities.