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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 ... National Meeting in Seattle. Accounting standards;Annuity reserves;Principles-based reserves=PBR;Risk-based ...

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    • Authors: Norman E Hill
    • Date: Nov 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Public Policy
  • Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
    Contracts, Particularly COLI? By Bryan W. Keene and Mark S. Smith It is well known that permanent, cash value ... on any life insurance policy, or endowment or annuity contract, if the taxpayer is directly or indirectly ...

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    • Authors: Bryan W Keene, Mark Smith
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Update on NAIC Activities
    Update on NAIC Activities Update on NAIC Activities Annuity reserves;National Association of Insurance ... on NAIC Activities Update on NAIC Activities Annuity reserves;National Association of Insurance Com ...

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    • Authors: Larry M Gorski
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • Taxing Times, June 2020
    issue of Taxing Times. In September 2019, the U.S. Department of the Treasury (Treasury) and the Internal ... the regulations’ elimi- nation of Notice 2003-65’s allowance of hypothetical cost recov- ery deductions ...

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    • Authors: Society of Actuaries
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • NAIC Update – September 2009 Meeting
    NAIC Update – September 2009 Meeting Author reported on sessions she attended at September ... including much information on the Valuation Manual. Annuity valuation;Life valuation; 10567 2/1/2010 12:00:00 ...

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    • Authors: Donna Claire
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • Canada A Continuation
    claim, affirmed by the U. S. Supreme Court, of jurisdiction over variable annuity contracts; the Insurance ... the proceeds of group life insurance and the mortality gains on ordinary policies which are to be l:axable ...

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    • Authors: James Ross Gray
    • Date: Sep 1967
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Public Policy
  • NAIC Statutory Codification
    issued another manual in March of 2000. They worked through 2000 and issued another manual in 2001, ... have adopted through December 2001. The March 2000 version added an Appendix C with actuarial guidelines ...

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    • Authors: James Reiskytl, Raymond Ted Schlude, Rowen Bell
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy; Reinsurance
  • Risk Classification and Privacy
    Risk Classification and Privacy This 1978 discussion focused on risk classification and privacy, ... implications of the Privacy Study Commission's recommendations? What legislative developments have ...

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    • Authors: Daniel Case, John H Cook, Robert J Randall, Ronald E Timpe
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Underwriting - Life Insurance; Public Policy
  • Retrospective and Perspective Analysis of the Privatized Mandatory Pension System in Mexico, Chapter 4: Evolution of the System Up to the Present
    unique) identification number called CURP (Clave U´ nica del Registro de Poblacio´n). In Mexico, people ... Preventing Duplication of Accounts? Recently (September 2000), a study was commis- sioned by the Asociacio´n ...

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    • Authors: Tapen Sinha
    • Date: Jun 2002
    • Competency: External Forces & Industry Knowledge
    • Topics: Economics>Financial economics; Public Policy
  • NAIC Update – October 2010 Meeting
    rent nonforfeiture law links interest rates and mortality to the valuation rates, there are some changes ... friends: Life and Health Actuarial Task Force Mortality: Mary Bahna-Nolan is chair of the American Academy ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy