Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

Refine your search
61 - 70 of 123 results (0.5 seconds)
Sort By:
  • 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 ...

    View Description

    • 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
  • Cointra Conference in Stockholm
    Cointra Conference in Stockholm Continuing a line which started in Vienna as far back as 1927, COINTRA ... position, to submit claims at almost any time.” 17 Deaths Marian R. Albright, F.S.A. 1928 Dickinson ...

    View Description

    • Authors: H Kronheim
    • Date: Mar 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Global Perspectives; Life Insurance
  • PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS?
    of the insured of which the company is aware).”17 What is puzzling is what applicability the TAMRA ... under both sections 7702 and 7702A). 3 Oct. 17, 2008. A private letter ruling is issued to a particular ...

    View Description

    • Authors: Daniela Stoia, Joseph F McKeever
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • T3: TAXING TIMES Tidbits
    T3: TAXING TIMES Tidbits A discussion about premium deficiency reserves and tax regulations ... employer-owned life insurance contracts issued after Aug. 17, 2006, and the total amount of employer-owned life ...

    View Description

    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • Allocating Policy Loan Repayments
    Allocating Policy Loan Repayments Discusses the manner in which policy loan repayments are split ... editors. The April FIASCO listed no fewer than 17 actuaries who had appeared on a BBC radio program ...

    View Description

    • Authors: Charles W McMahon
    • Date: May 1980
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance
  • 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 ...

    View Description

    • 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
  • 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 ...

    View Description

    • Authors: Lawrence Garvey
    • Date: May 2001
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Life Insurance
  • The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
    whole.” After the issuance of Revenue Ruling 91-17, the Service saw an increase in waiver ruling requests ... correction programs announced in Revenue Ruling 91-17 and Revenue Procedure 92-25, analogized to ...

    View Description

    • Authors: Application Administrator, Walter Welsh, Alison R Peak
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy
  • An Introductionto Simplified Issue
    An Introductionto Simplified Issue This article explores Simplified Issue SI as a product. There is a small-company slant toward SI whole ... signing at the Spring Meeting in New Orleans June 15-17, 2005! ...

    View Description

    • Authors: Michael Agan
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance
  • ACLI Update
    ACLI Update Update on a broad range of insurance and investment tax matters upon which ACLI ... Draft. FOREIGN ACCOUNT TAX COMPLIANCE ACT On Jan. 17, 2013, IRS and Treasury released “Final Regulations ...

    View Description

    • Authors: Pete Bautz, Walter Welsh, Mandana Parsazad
    • Date: May 2013
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance