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  • In the Beginning… A Column Devoted to Tax Basics The Taxation of Reinsurance Transactions
    which the reinsurer shares in the fortunes of the direct writer, and in doing so reduces the impact of ... of risk or risk classes. Classes of risk that direct insurers transfer include mortality, morbidity ...

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    • Authors: ELI KATZ, Jean Baxley
    • Date: Oct 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Reinsurance>General reinsurance
  • MaD Happenings
    Buying Longevity Products or Covering Your Health Care Costs—Analysis from a Sales & Marketing Viewpoint; ... Marketing & Distribution and Why Actuaries Should Care. If you have feedback about any meeting sessions ...
    • Authors: Adam Vanevenhoven
    • Date: May 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • Update on the MCAS:A Cognitive Screen Used in LTC Insurance LTCI for Over Five Years
    Update on the MCAS:A Cognitive Screen Used in LTC Insurance LTCI for Over Five Years The Minnesota ... Alzheimer's disease and dementia;Long-term care insurance=LTCI;Underwriting; 9977 9/1/2005 12:00:00 ...

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    • Authors: Dean Knudson
    • Date: Sep 2005
    • Competency: Professional Values>Ethical standards; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care
  • Do Individuals Make Sensible Health Insurance Decisions
    office visit copayment levels ($15 for pri- mary care physician (PCP)/$40 for specialist; $25 for PCP/$35 ... School of Business.1 For many Americans, health care spending represents a meaningful portion of their ...

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    • Authors: Alexander Leung, Jonah Yearick, Randy P Herman
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development
    • Publication Name: Health Watch
    • Topics: Economics>Behavioral economics; Economics>Health economics; Health & Disability>Health insurance; Technology & Applications>E-commerce
  • The Importance of Your Worksite Enrollment Strategies in Understanding Risk
    The Importance of Your Worksite Enrollment Strategies in Understanding Risk Understanding ... customer. Greater profitability: Employee access has a direct impact on profitability. The more employees who ...
    • Authors: DALE ANDREW NICHOLSON
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Tips for Working with your Female Clients
    and to respond quickly to make sure those in her care remain safe. Whatever the reason, making eye contact ... important in the female culture. A male client might not care if you follow up after each meeting with a note ...
    • Authors: Kathleen Burns Kingsbury
    • Date: Nov 2013
    • Competency: Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Introducing Funding Longevity Task Force
    access to cash. ✔ *Borrower must maintain home as primary residence and remain current on property taxes ... insurance. Another way to provide for long-term care is to set up a HECM growing line of credit early ...

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    • Authors: Shelley Giordano
    • Date: Feb 2017
    • Competency: Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Pension Section News
  • With Age Comes Wisdom:Understanding Maturity Extension Rider
    accumulate to be equal to face amount by maturity. The primary issues of policyholders surviving to and past ... these obser- vations is issue age 85; this is a direct consequence of the 75- 80 SOA Basic Table’s use ...

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    • Authors: Connie Cheng, Anji Li Zhao
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Conseqeunces of Insurance Business or Company Acquisitions
    including a helpful numerical example, regarding the primary tax pro- visions that are the subject of Chief ... described in the regulations under section 338.9 The direct acquisition of an insurance business, whether ...

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    • 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
  • Targeted Improvements—Illustrated Universal Life Earnings
    amortized into assessments. Thus, they have no direct effect on DAC amortization. Their secondary effect ... Contract: The contract holder has the ability to direct funds to one or more separate account investment ...

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    • Authors: Steven Malerich
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life