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Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Internal ... Internal Revenue Service=IRS;Mortality rates=Mortality tables=Death rates ;National Association of Insurance ...- Authors: Craig R Springfield
- Date: Mar 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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STOLI Poses Danger to Industry, Reinsurers Warned
Underwriter (c) 2008, The National Underwriter Company. S tranger-Originated Life Insurance (STOLI) poses a ... reinsurance company to discourage practices such as table shaving which REINSURANCE NEWS AUGUST 2008 ...- Authors: James S Connolly
- Date: Aug 2008
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Reinsurance News
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
Contracts, Particularly COLI? By Bryan W. Keene and Mark S. Smith It is well known that permanent, cash value ... on any life insurance policy, or endowment or annuity contract, if the taxpayer is directly or indirectly ...- Authors: Bryan W Keene, Mark Smith
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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NAIC Update – October 2010 Meeting
rent nonforfeiture law links interest rates and mortality to the valuation rates, there are some changes ... friends: Life and Health Actuarial Task Force Mortality: Mary Bahna-Nolan is chair of the American Academy ...- Authors: Donna Claire
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Health & Disability; Life Insurance; Public Policy
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7702A Reduction in Benefits Testing: A Simplified Approach
the test. Under the traditional method, the policy’s full premium history is used to determine the MEC ... determination of a MEC status, a determination of the premium(s) that must be refunded to the policy owner to bring ...- Authors: Larry Hersh
- Date: May 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Has the Illustrations Regulation Been Successful?
Has the Illustrations Regulation Been Successful? A commentary on whether or not the ... Discount rates=Interest rates;Individual life plans;Mortality assumption;Illustrations=Illustration actuary=Sales ...- Authors: Scott Witt
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
a foreign person and on Form 1099-R or Form 1042-S when “reportable death benefits” are paid). Each ... insured is a U.S. person at the time of the sale or the sale is subject to state laws (in U.S. states or ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: Communication; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Session 043: Auditing Your Models for Bias
Session 043: Auditing Your Models for Bias in the insurance industry, machine learning ... increasingly used to make decisions that affect people's lives. In order to ensure that models are fair, they ...- Authors: Sandra Chefitz, April Shen, Hareem Naveed
- Date: Jan 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance; Life Insurance>Universal life; Public Policy
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Final Regulations Under Sections 101 and 6050Y
respect to a con- tract is a gratuitous transfer to a U.S. person:9 • The preamble notes that the acquirer ... Reporting by Issuers (Forms 1099-SB, 1099-R, and 1042-S) There were also a number of clarifying changes made ...- Authors: Craig R Springfield, Kristin R Norberg
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Washington State Regulation Governing Replacements
gencies, actuarial theory of pensions, and mortality studies. The first three of these subjects are ... simply be the death rate according to the valuation table. This is not appro- priate. The prospect should ...- Authors: Stuart A Robertson
- Date: Nov 1968
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Public Policy