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

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  • Then and Now
    Then and Now The author uses a reprint of an article from the very first edition of ... the “News from the Individual Life Insurance and Annuity Product Development Section” and assistance from ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy
  • United States Life Insurance Tax Law
    as : a. surrender charges in the commissioners annuity reserve valuation method (CARVM) ; b. prefunding ... is the tax reserve method. For pre-1943 life or annuity business, there is a choice of state preliminary ...

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    • Authors: Julian J Dukacz, Allan D Greenberg, Randall Mire, Dennis Van Mieghen
    • Date: Jun 1985
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor ... contracts satisfying the section 7702 reasonable mortality requirements PBR;Taxes;Life insurance ;Product ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy