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The Statutory Reserve Cap on TaxReserves Includes Deficiency Reserves
The Statutory Reserve Cap on TaxReserves Includes Deficiency Reserves Section 807d of the IRC provides that the deductible reserve for a life insurance contract is the greater of net surrender ...- Authors: Peter Winslow, Samuel A Mitchell
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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Getting to Know Walter Welsh
Getting to Know Walter Welsh Kory J. Olsen, Taxation Section chair, interviewed Walter Welsh, focusing on the ACLI, retirement issues, and insurance regulation. Life insurance; 11536 5/1/2008 12: ...- Authors: Society of Actuaries
- Date: May 2008
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Life Insurance
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It's about Basis ... and Moore
It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable gain in life insurance contracts. Individual life plans;Life insurance;Internal Revenue ...- Authors: Bryan W Keene
- Date: Feb 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
- Publication Name: Taxing Times
- Topics: Life Insurance
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The Role of the Actuary in Litigation Support
The Role of the Actuary in Litigation Support This presentation, session number 97CS, took place at the 1999 Spring Meeting of the Society of Actuaries, held May 24-25 in Atlanta. Using a ...- Authors: Stephen G Hildenbrand, Allan Horwich
- Date: May 1999
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management>Compliance; Life Insurance; Public Policy
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Variable Life/Fixed And Flexible Premium
Variable Life/Fixed And Flexible Premium Presented at May 1986 Spring Meeting. This session discussion is about product designs, market factors, state regulation, SEC aspects - 6e-3T.- Authors: Frederick R Bellamy, John Fenton, Gilbert V I Fitzhugh, Randall Mire, Michael R Tuohy
- Date: May 1986
- 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
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Conversation with Sheryl Flum
Conversation with Sheryl Flum An interview with Sheryl Flum, chief, Branch 4, IRS Office of Associate Chief Counsel (Financial Institutions and Products) at the Internal Revenue Service, ...- Authors: Society of Actuaries
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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The Financial Risk Of Life And Annuity Unclaimed Property
The Financial Risk Of Life And Annuity Unclaimed Property Feature article about how life insurance companies can manage the financial risk of life and annuity unclaimed property. ;; Life ...- Authors: Ronald Poon-Affat
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: The Actuary Magazine
- Topics: Annuities>Capital - Annuities; Enterprise Risk Management>Financial management; Life Insurance>Claims - Life Insurance
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Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Appendices Only
Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Appendices Only These are the appendices to a report summarizing the results of a Delphi study to ...- Authors: Society of Actuaries
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
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Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices
Blue Ocean Strategies In Technology For Business Acquisition By the Life Insurance Industry Report with Appendices This report summarizes the results of a Delphi study to identify and debate ...- Authors: Society of Actuaries
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications
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Reinventing The Life Industry - Price Vs. Service Is Distribution 'Tug Of War'
Reinventing The Life Industry - Price Vs. Service Is Distribution 'Tug Of War' Discusses how competitive pressures are dramatically altering the distribution process for life ...- Authors: Marvin Meyer
- Date: May 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance