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

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  • Table of Contents for RSA Vol. 1, Issue No. 2
    Table of Contents for RSA Vol. 1, Issue No. 2 Table of contents for Volume 1, Issue No. 2 of The Record ...

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    • Authors: Society of Actuaries
    • Date: Apr 1975
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Leadership>Professional network leverage; Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Pensions & Retirement>Pension legislation and regulation; Public Policy
  • Commercial Healthcare: What's Next
    Commercial Healthcare: What's Next A new initiative, Commercial Health ... Commercial Healthcare: What's Next A new initiative, Commercial Health Care: What’s Next, will focus on education ...

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    • Authors: David Dillon, Elaine Corrough
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care; Health & Disability>Health insurance; Public Policy; Public Policy
  • It's about Basis ... and Moore
    It's about Basis ... and Moore The article discusses court decisions on the tax basis and ... It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable ...

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    • Authors: Bryan W Keene
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • Taxing Times, Volume 13, Issue 1, February 2017
    Subchapter L: Can You Believe It? Prevailing Standard Mortality and Morbidity Tables May Be Adjustable for ... life insurance reserves for life insurance and annuity contracts using principles-based methodologies ...

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    • Authors: Society of Actuaries
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Taxing Times, Volume 13, Issue 2, June 2017
    issue of TAXING TIMES, deal with 2017 changes to U.S. Tax Code and associated regulations. So putting ... each of the “big three” meetings—the Life and Annuity Symposium, the Valuation Actuary Symposium, and ...

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    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • AG 38, ULSG and the Spirit of XXX
    blocks of business. Since the Internal T I M E S VOLUME 9 | ISSUE 1 | FEBRUARY 2013 By Kristin Norberg ... Reserves (Part IV) By Christian DesRochers, Mark S. Smith and Peter H. Winslow 54 Highlights from the ...

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    • Authors: Kristin R Norberg
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Spring Meeting Preview: Denver, May 2009
    updates on life and annuity product design, underwriting and annuity mortality. As usual, the section ... sessions that should be informative about the annuity and life insurance product develop- ment environment ...

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    • Authors: Thomas A Phillips
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • Taxing Times, Volume 13, Issue 3, October 2017
    Guidance Could A‡ ect IRS Published Guidance By Mark S. Smith 22 Synopsis of Issue Brief: Claim Reserve ... of risk that direct insurers transfer include mortality, morbidity, property losses due to wind, fire ...

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    • Authors: Society of Actuaries
    • Date: Oct 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Actuary/Tax Attorney Dialogue on Selected Tax Issue in Principle-Based Reserves (Part IV)
    RESERVES (PART IV) By Christian DesRochers, Mark S. Smith and Peter H. Winslow 46 | TAXING TIMES FEBRUARY ... represents a principle-based approach to variable annuity guaranteed ben- efits. Second, several court cases ...

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    • Authors: Peter Winslow
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Tax accounting
  • In the Beginning…A Column Devoted to Tax Basics Tax DAC
    specified insurance contract type and is shown in Table 1. Net premiums will be discussed later in this ... The basic definition “…is any life insurance, annuity, or non-cancellable accident and health insurance ...

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    • Authors: Stephen Baker
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting