Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • 2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities
    2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities Highlights from the ... the 2002 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities. Acquisition expenses;Individual ...

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    • Authors: Sam Gutterman
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • GRET Table Factors History
    GRET Table Factors History GRET Table Factors History for 1998 through 2010. 4294979640 11/1/2011 ...

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    • Authors: Society of Actuaries
    • Date: Nov 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
  • 2004 Individual Life and Annuity Expense Study - Summary Report
    2004 Individual Life and Annuity Expense Study - Summary Report This report documents the results of ... expense study – the 2004 SOA Individual Life and Annuity Expense Study. A Per Policy Index for first year ...

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    • Authors: Application Administrator
    • Date: Jan 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2009 Individual Life and Annuity Expense Study - Insrtuctions
    2009 Individual Life and Annuity Expense Study - Insrtuctions Instructions for completing the workbook ... workbook for the 2009 Individual Life and Annuity Expense Study. Deferred annuities;Individual annuities;Marketing ...

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    • Authors: Society of Actuaries
    • Date: Jan 2009
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2005 Individual Life and Annuity Expense Study
    2005 Individual Life and Annuity Expense Study This is a request for data for the 2005 intercompany ... study. Acquisition expenses;Commissions;Life and annuity expenses;Life company expenses; 4429 1/1/2005 ...

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    • Authors: Application Administrator
    • Date: Jan 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2007 Individual Life and Annuity Expense Study Summary Report
    2007 Individual Life and Annuity Expense Study Summary Report This is the sixth experience study conducted ... conducted by the SOA’s Committee on Life Insurance Company Expenses on inter-company expenses. Contributions ...

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    • Authors: Application Administrator
    • Date: Jan 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2020 GRET Recommendation
    2020 Generally Recognized Expense Table (GRET) recommendations. The SOA’s Committee on Life Insurance Company ... recommendation for the 2020 Generally Recognized Expense Table (GRET) for use with individual life insurance sales ...

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    • Authors: Society of Actuaries
    • Date: Aug 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
  • 2024 GRET Recommendation Letter
    2024 GRET Recommendation Letter The SOA’s Committee on Life Insurance Company Expenses (CLICE) has submitted ... recommendation for the 2024 Generally Recognized Expense Table (GRET) for use with individual life insurance sales ...

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    • Authors: Society of Actuaries
    • Date: Aug 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
  • 2023 GRET Recommendation
    2023 Generally Recognized Expense Table (GRET) recommendations. The SOA’s Committee on Life Insurance Company ... recommendation for the 2023 Generally Recognized Expense Table (GRET) for use with individual life insurance sales ...

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    • Authors: Society of Actuaries
    • Date: Aug 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Expenses - Life Insurance
  • T3: TAXING TIMES TIDBITS
    life (UL) insurance contracts and another for annuity contracts. Assume further that the UL change in ... positive section 481(a) adjustment of $100, and the annuity change in basis results in a negative adjustment ...

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    • Authors: Arthur C Schneider, Surjya Mitra
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Expenses - Life Insurance; Public Policy