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  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions How including the intent and rationale of the tax law in system specifications can lead to better ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • Engagement Letters to Help Run Your Practice Well
    Engagement Letters to Help Run Your Practice Well Article discussion information to included in an engagement letter and suggestions on how to negotiate them with clients. Entrepreneurism= ...

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    • Authors: Anna M Rappaport, Lauren M Bloom
    • Date: Apr 2007
    • Competency: Communication>Written communication
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices