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  • Product Matters! November 2002, Issue No. 54
    newsletter of the Individual Life Insurance and Annuity Product Development Section Published in Schaumburg ... Jaffe 7 Federal Tax Issues Under The 2001 CSO Mortality Tables by John T. Adney and John J. Spina 15 ...

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    • Authors: Application Administrator, Douglas Doll, Jay Jaffe, Michael Kaster, Daniel Theodore, Susan Kimball, Michael Taht, Mary J Bahna-Nolan, Andrew M Erman, John J Spina
    • Date: Nov 2002
    • Publication Name: Product Matters!
  • Implementing the Illustration Regulation: The Clock is Ticking
    that we did have. The net investment income of all U.S. companies before taxes for a period starting back ... but marginal or the generally recognized expense table (GRET) can be used subject to some limitations.

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    • Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy