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Emerging Tax Issues
Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section ... life plans;Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death rates ;Payout annuities;Standard ...- Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Variable Products Update
wasn't mentioned in the article was that variable annuity sales have more than doubled in this market for ... single premium life. Monarch didn't have a variable annuity to replace these sales. After the crash, guarantees ...- Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Banks and Insurance
sides. Then you can see what brings them to the table to talk together about the future. Let's look at ... share of personal assets (Chart 2). This is from the U.S. perspective. The numbers are a little bit easier ...- Authors: Douglas French, Robert O Young, Donald E McNees
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Economics>Financial markets; Finance & Investments>Banking - Finance & Investments; Life Insurance
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Non-Forfeiture Laws Update
continues to be yes. The life insurance industry in the U.S. is at a crossroads. Insurance products, in an attempt ... what is promised. The insurance industry in the U.S. is under pressure. There are lawsuits being brought ...- Authors: Donna Claire, Randall Mire, Deanne L Nezas
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Life Product Development Update
Life Product Development Update This session at the SOA 1990 Annual Meeting looks at trends ... care insurance=LTCI;Marketing and distribution;Mortality assumption;Taxes=Taxation;Term life=Annual renewable ...- Authors: John Fenton, Charles G Fisher, Philip Polkinghorn, Lawrence Silkes
- Date: Oct 1990
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Use of Reinsurance in Mergers and Acquisitions
_________________________________ *Copyright © 2000, Society of Actuaries RECORD, Volume 25, No. 1* ... among the 25 largest variable and flexible premium annuity companies and had assets of approximately $6 billion ...- Authors: James W Dallas, J Gaule, Jeremy Starr
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Reinsurance
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United States Life Insurance Tax Law
as : a. surrender charges in the commissioners annuity reserve valuation method (CARVM) ; b. prefunding ... is the tax reserve method. For pre-1943 life or annuity business, there is a choice of state preliminary ...- Authors: Julian J Dukacz, Allan D Greenberg, Randall Mire, Dennis Van Mieghen
- Date: Jun 1985
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Federal Income Tax: Policyholder Issues
Federal Income Tax: Policyholder Issues This session discussion is about Federal Income ... Actuaries Vol. 15, No. 2. Long-term care=LTC;Mortality rates=Mortality tables=Death rates ;Taxes=Taxation;Modified ...- Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
- Date: May 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Innovation in Savings Product Design
DESIGN Moderator: ALAN K. RYDER Panelists: PETER S. MAVROGENES* MARC G. VERRIER Recorder: ALAN K. RYDER ... Toronto, focuses primarily on the U.S. in the individual insurance and annuity markets. As a development company ...- Authors: Alan K Ryder, Marc G Verrier, Peter S Mavrogenes
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Finance & Investments>Banking - Finance & Investments; Global Perspectives; Life Insurance
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Rear End Loaded Products
Rear End Loaded Products This session from the 1984 SOA Toronto Meeting discusses rear end ... the Canadian view on rear end loads on life and annuity policies. From Record of the Society of Actuaries ...- Authors: Dennis Carr, James Glickman, Harold G Ingraham, Gregory J Kaiser, William Schnaer
- Date: Oct 1984
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance