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ANDERSON OPTIMISM INDEX IS UP
ANDERSON OPTIMISM INDEX IS UP This article shows excerpts, edited into Q&A format from FIASCO’s ... From: The Actuary November 1983 – Volume No. 17, Issue No. 9 November, 1983 THE ACTUARY Pnge ...- Authors: Ernest J Moorhead
- Date: Nov 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance
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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' ... Ed Robbins June 2005 • Small Talk • 17 Issue 24 were accordingly limited to the charges ...- 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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New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40
Prior closing agreement procedures. In Rev. Rul. 91-17, the Service announced that for a limited period ... are similar to those set forth in Rev. Rul. 91-17, although a number of changes have been instituted ...- Authors: Craig R Springfield, Daniela Stoia
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance
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VUL Secondary Guarantees: Catalyst for Sales Rebound
death-benefit-oriented VUL for a male July 2003 • Product Matters! 17 With catch-up, the owner is only required to have ... July 2003 VUL Secondary Guaranteess... • from page 17 Thomas E. Norton, FSA, MAAA, is president of Norton ...- Authors: Thomas E Norton, Robert Grotyohann
- Date: Jul 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Life Insurance
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Determining the Value of a LifeInsurance Contract: RevenueProcedure 2005-25
Determining ... Positions Matthew M. Haaf and Ernest C. Achtien 17 Experience Rating, Helvering vs. Le Gierse, and ... 1989-1 C.B. 622, Question 10. 13 REG-126967-03, 2/17/04. 14 I.R.B. 2004-10. 446continued ...- Authors: Christian J DesRochers
- Date: Dec 2005
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Conseqeunces of Insurance Business or Company Acquisitions
amortization regime for “section 197 intangibles.”17 If the reinsured contracts are subject to section ... $50, individual life insurance contracts worth $17, liabilities (tax reserves) of $50, and $20 of general ...- Authors: Gary Vogel, Kristie Khaw
- Date: Jun 2015
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: General Insurance (Property & Casualty); Life Insurance
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On Grandfathers and Adjustments: New IRS Chief Counsel Advice Memo Blurs Lines
Chief Counsel Advice Memorandum 200805022 (Aug. 17, 2007) (the “CCA”), the Service essentially concludes ... “materially changed” on or after a certain date.17 The Service acknowledged that the TAMRA conference ...- 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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The Road to Acceleration
Valuation Manual Amendment Proposal Form (APF) 2018-17, accelerated underwriting programs in the PBR landscape ... Bartholf and Bahna-Nolan explained. APF 2018-17 provides guidance on developing a valuation mortality ...- Authors: Anji Li Zhao
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Accelerated underwriting
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AG 38, ULSG and the Spirit of XXX
of Insurance Commissioners manual (adopted Aug. 17, 2012 or later), specifically Section 4: “Deterministic ... Life Insurance and Annuities (A) Committee on Aug. 17, 2012 (AG 38, Section 8D.a.2). See also American ...- Authors: Kristin R Norberg
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
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Standard Forms Could Bring Life Insurers Big Savings
Standard Forms Could Bring Life Insurers Big Savings Discusses what it takes to adopt them and how the savings ... Small Talk Newsletter May 2001 – Issue No. 17 MAY 2001PAGE 16 small talk Editor’s Note: This ...- Authors: Lawrence Garvey
- Date: May 2001
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Life Insurance