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In the Beginning… A Column Devoted to Tax Basics Premiums Paid, Investment in the Contract, and Tax Basis – We Know
In the Beginning… A Column Devoted to Tax Basics Premiums Paid, Investment in the Contract, ... benefit payments made under a quali- fied long-term care rider to an annuity contract have on the investment ...- Authors: John Adney
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Results-Oriented Solutions>Actionable recommendations
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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Rev. Rul. 2014-15: The Requirement of Risk Distribution, the Law of Unintended Consequences, and New Questions to Consider in Funding Retiree Health Benefits
Rev. Rul. 2014-15: The Requirement of Risk Distribution, the Law of Unintended Consequences, and ... agreement? Would the ruling treat the Affordable Care Act employer mandate as an obligation to provide ...- Authors: Mark Smith
- Date: Oct 2014
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Taxing Times
- Topics: Economics>Health economics; Financial Reporting & Accounting>Tax accounting
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Agency Compensation and Consumerism
Agency Compensation and Consumerism This session took place at the Society of Actuaries ... member of the Society, is Second Vice President and Direct- or of Consultation Projects for the Life Insurance ...- Authors: Joseph F Crowe, Sherwood Z Smith, L.B. "Tim" Leach, Edward G. Farmer
- Date: May 1975
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness ... position. The Patient Protection and Affordable Care Act is reshaping the health insurance market, as ...- Authors: Lou DiSerafino
- Date: Aug 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
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Digest of Informal Discussion - Investments
Digest of Informal Discussion - Investments This discussion focuses on investments and the outlook ... into bonds. IN~STMENTS D5 trusted to their care and also obtain the maximum yield consistent with ...- Authors: Society of Actuaries
- Date: Jan 1961
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Finance & Investments>Investment strategy - Finance & Investments
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Gaining The Benefits Of Global Tactical Asset Allocation In a Hostile Environment
Gaining The Benefits Of Global Tactical Asset Allocation In a Hostile Environment “Global tactical ... any given time. We have taken all reasonable care to ensure that the information contained herein ...- Authors: Emiel van den Heiligenberg
- Date: Aug 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Asset allocation
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Competition And Product Considerations In A Regulatory Environment
Competition And Product Considerations In A Regulatory Environment Presented at June 1986 ... actuary prior to interest sensitive prod- ucts, primary regulatory concern for traditional insurance products ...- Authors: Larry Baber, Gary L Eisenbarth, Burnett A Halstead, Norman E Hill, Sandra Zdan
- Date: Jun 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Life Insurance Product Development: A Marketing Perspective
Life Insurance Product Development: A Marketing Perspective Discussion from a marketing perspective ... meet the estate tax. MR. ROBERT COMEAU: I wish to direct a question to Jim. I found your examDles quite ...- Authors: John H Flittie, John A Johnson, John H Stigaard, L James L Rivers
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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United States Life Insurance Tax Law
been, however, that this approach simply suggested direct tax avoidance, although it is consistent with the ... agreements should be good although there is no direct mention of it. MR. GREENBERG: It's basically that ...- 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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Economic Scenario 1992
insurance companies are actively involved in, is the direct origination of single family residential mortgages ... point, I'd like to say just a few words about our direct investments in real estate. Our strategy hasn't ...- Authors: Kenneth W Stewart, Peter G Munro, Paul W Boltz
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Economics; Global Perspectives