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I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance
I-COLI: The Genesis of Revenue Procedure 2007-61 and the Future of Insurer-Owned Life Insurance Tells what occurred after the adverse private letter ruling PLR 200738016 up to the issuance of the ...- Authors: Application Administrator, Michelle Antoinette Garcia, Kirk Van Brunt
- Date: Feb 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance
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Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm?
Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm? This article begins with a brief review of the general requirements of section 7702A and the consequences of MEC ...- 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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Book Reviews and Notices
Book Reviews and Notices This article contains reviews of the following books published in 1992: 1. 'Broken Promises: The Inside Story of the Failure of Executive Life' by Vic Modugno, ...- Authors: Thomas Livorsi, Steven F McKay, Ernest J Moorhead, Robert J Myers, Anthony B Richter
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Social Insurance>Social Security
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Washington State Regulation Governing Replacements
Washington State Regulation Governing Replacements This article describes the new state of Washington regulation governing replacements noting problems with the formula used and offering ...- Authors: Stuart A Robertson
- Date: Nov 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Public Policy
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Attention Non-Readers
Attention Non-Readers Higlights from the 1977 volume of TSA Reports, including Standard Ordinary mortality ratios, an intercompany study of accidental death benefit experience, and reports from ...- Authors: John W Tomlinson
- Date: Nov 1978
- Competency: Communication>Written communication; External Forces & Industry Knowledge; Professional Values>Practice expertise
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Experience Studies & Data>Mortality; Life Insurance
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Estate Planning
Estate Planning This teaching session was presneted at the SOA's 1976 Spring Meeting in Houston. The session presented an overview and various considerations related to Estate Planning.- Authors: Application Administrator
- Date: May 1976
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Return on Investment in a Rate-Regulated Environment
Return on Investment in a Rate-Regulated Environment This session from the 1981 SOA Spring Meeting focused on return on investment in a rate-regulated environment. Topics included current ...- Authors: Ardian Gill, Claus S Metzner, George D Morison, Michael Johnson, Irving H Plotkin
- Date: May 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Individual Life Insurance
Individual Life Insurance This session from the 1983 SOA Spring Meeting discusses individual life insurance including the changing markets, distribution systems, products, regulation, and taxes.- Authors: William Britton, Paul J Overberg, Marjorie Rosenberg, Jesse M Schwartz, Lawrence Silkes
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
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Employer Sponsored Individual Life Insurance
Employer Sponsored Individual Life Insurance This session from the 1984 SOA Salt Lake City Meeting covers the market for payroll deduction life insurance, organization and service for this ...- Authors: Allen D Booth, Clark H Byrum, Carl W Rettenmayer, Thomas A Skiff
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Unisex - An Update
Unisex - An Update This session from the 1984 SOA Salt Lake City Meeting discusses Unisex legislation in the U.S. Congress on new and existing policies that eliminates gender in life insurance, ...- Authors: Daphne D Bartlett, Thomas P Bleakney, Michael F Davlin, Barbara Lautzenheiser, Anthony Spano
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Health & Disability; Life Insurance; Pensions & Retirement