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ACLI Update – Legislative and Regulatory Developments
ACLI Update – Legislative and Regulatory Developments Updates on partial ... annuitization and exhanges, prevailing CSO valuation mortality tables, disclosure of offshore accounts through ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits A discussion of, first, the three-year transition period ... adding investment options to in-force contracts. Annuity reserves;Life insurance;Life reserves;Taxes=Taxation;Variable ...- Authors: Kory Olsen, Peter Winslow
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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Selected Insurance and International Tax Considerations for Investors in Life Settlement Businesses
investors seek to profit purely from the poor mortality ex- perience of selected insureds, has caused ... over the world who are looking to acquire existing U.S. life insurance contracts.3 Despite the number of ...- Authors: Frederic Gelfond
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
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T3: Taxing Times Tidbits
Rev. Rul. 2011-1 requests comments on whether “annuity contracts and/or other tax-favored ac- counts held ... such as pooled separate accounts supporting annuity contracts that are treated as trusts under § 401(f) ...- Authors: Daniel Stringham, Peter Winslow, Joseph F McKeever
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance