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  • 2001 CSO Preferred Report
    Michael S. Taht, FSA, FCIA, MAAA MST:p Direct Dial: 404-365-1615 S:\26692\06FS\REPORTS\20060130 ... 1990-95 experience tables. However, there is no direct data available from the SOA 1990-95 experience ...

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    • Authors: Application Administrator
    • Date: Nov 2011
  • Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation
    Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation ... limited taxing powers in that they're limited to direct taxation in the provinces. Both the provinces ...

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    • Authors: Application Administrator, Christian J DesRochers, Philip Friedlan
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Equity-Indexed Products: Now That You Have Them, What Are You Going To Do With Them?
    as the annuity actuary, and was involved with primary pricing of equity annuities. Now, on an ongoing ... There are many different variations of those primary types of designs, and it's one of the things that ...

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    • Authors: Jean Liebmann, Application Administrator, Ann R Bryant
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing ... permitted such benefits under “qualified” long-term care insurance contracts (under section 7702B) while ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Mortality for Standard Individually Underwritten Life Insurance Between 2004 and 2005 Policy Anniversaries
    Mortality for Standard Individually Underwritten Life Insurance Between 2004 and 2005 ... reinsurance. The reader should exercise caution in any direct application of these results as they are generally ...

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    • Authors: Application Administrator
    • Date: Jan 2009
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality
  • Market Risk Premium Used in 56 Countries in 2011: A Survey with 6,014 Answers
    Market Risk Premium Used in 56 Countries in 2011: A Survey with 6,014 Answers This article contains ... crash of 1987. While neither survey provides a direct measure of the equity risk premium, they yield ...

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    • Authors: Application Administrator, Application Administrator, Application Administrator
    • Date: Dec 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Finance & Investments; Global Perspectives
  • 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 ... to fund the employer’s post-retirement health care liabilities—without forfeiting a portion of its ...

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    • Authors: Application Administrator, Michelle Antoinette Garcia, Kirk Van Brunt
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • Preferred Risk Underwriting Criteria: Task Force Survey Results
    Preferred Risk Underwriting Criteria: Task Force Survey Results Presented at May 1996 Spring Meeting. ... Are the results of your review shared with the direct company? This was split exactly 50/50, 11 said ...

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    • Authors: Application Administrator, Allen Klein, Jess L Mast
    • Date: May 1996
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Taxing Times, September 2005, Volume 1, Issue No. 2
    these companies listed life insurance as their primary product focus). Annuities were present in 75 percent ... companies with responses showing an 80 percent primary product concentration in life insurance and annuities ...

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    • Authors: Application Administrator, Edward Robbins, Steven C Chamberlin, Brian King, Kory Olsen, Mark E Griffin, Craig R Springfield, Donald Saxon, David H Phillips, Joseph F McKeever
    • Date: Sep 2005
    • Publication Name: Taxing Times
  • The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
    The Road to the Remediation Revolution: A Short History of the Correction Procedures ... definitional requirements while scrutinizing with utmost care, and endeavoring to limit, the cir- cumstances in ...

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    • 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