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Sales Illustrations-We Can't Life with Them, But We Can't Live Without Them!
Sales Illustrations-We Can't Life with Them, But We Can't Live Without Them! 1993 SOA Spring Meeting, Boston. This session addresed life and annuity sales illustrations. Topics ...- Authors: Application Administrator, Bruce Booker, Judy Faucett, Robert M Nelson
- Date: May 1993
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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An Overview of the Government
An Overview of the Government This session from the 1995 SOA Boston Meeting has former U.S. Senator Don Riegle speaking on the current government regime and an overview of banking and insurance.- Authors: Timothy Pfeifer, Application Administrator, Don w Riegle
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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What's New and Exciting in Insurance Product Taxation?
What's New and Exciting in Insurance Product Taxation? This presentation is a panel discussion, session 46PD, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in ...- Authors: Application Administrator, Douglas N Hertz, Brian King
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Risk Accounting: A Next Generation Risk Management System for Financial Institutions
Risk Accounting: A Next Generation Risk Management System for Financial Institutions 2011 SOA Enterprise Risk Management Symposium, Chicago. The stated purpose of this paper is to consider ...- Authors: Peter Hughes, Application Administrator
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Enterprise Risk Management; Public Policy
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Report of the Task Force on Mutual Life Insurance Company Conversion
Report of the Task Force on Mutual Life Insurance Company Conversion This Report presents the results of a three-year study on Demutualization by a Task Force of the Society of Actuaries. From ...- Authors: Michael H Berkowitz, Michael Cowell, John H Elken, Charles Greeley, Curtis E Huntington, Robin B Leckie, Robert D Lowden, Application Administrator, James Murphy, Henry Ramsey, Lewis P Roth, Robert Shapiro, Walter Shur, Edward J Slaby, James A Tilley, James L Wertheimer, Harry D. Garber, steve smith
- Date: Oct 1987
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting; Public Policy
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Guidance Released on COLI Best Practice Rules
Guidance Released on COLI Best Practice Rules A brief overview of the rules for corporate owned life insurance in section 101j and then summarizes the guidance contained in the IRS notice. Death ...- Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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From The Associate Editor
From The Associate Editor Cover article introducing this month's newsletter and discussing the highlights of the contents of the newsletter Global markets;Government-funded healthcare; 9586 ...- Authors: Application Administrator
- Date: Jul 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Public Policy; Social Insurance
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Revenue Ruling 2005-6: Guidanceon QABs under IRS Sections 7702and 7702A
Revenue Ruling 2005-6: Guidanceon QABs under IRS Sections 7702and 7702A On January 19, 2005, the Treasury Department and the Internal Revenue Service the “Service” responded to a life insurance ...- Authors: Application Administrator, Craig R Springfield, Joseph F McKeever
- Date: May 2005
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Partial Exchange Guidance Keeps Improving
Partial Exchange Guidance Keeps Improving This article begins with an overview of how the tax treatment of partial exchanges has evolved over the last decade or so, including the concerns that ...- Authors: Application Administrator, Bryan W Keene
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Public Policy
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Product Design/Pricing with Bonus Features
Product Design/Pricing with Bonus Features 1993 SOA Annual Meeting, New York. This session is about product design and pricing of products with bonus features. Topics included: 1.- Authors: Application Administrator, Ted E Becker, Barbara Lautzenheiser
- Date: Oct 1993
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy