1
-
10
of
42
results (0.5 seconds)
Sort By:
-
2021 Life Meeting - Session 2C: Life Insurance and Annuity Taxation with Recent IRS Section 7702 Changes 8.30.21 Recording
session, the presenters will focus on tax rules pertaining to life and annuities, highlighting the recent ... recent changes to interest rates under Internal Revenue Code Section 7702 which determines whether a contract ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance
-
2021 Life Meeting - Session 4B: Projecting Life and Annuity Mortality Improvement 8.31.21 Recording
Historically different ... by actuaries in modeling mortality improvement. The SOA has recently released a framework that practitioners ... providing methodological consistency across a range of applications.- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance; Modeling & Statistical Methods
-
1973 Report on Mortality Differentials by Sex
1973 Report on Mortality Differentials by Sex This 1973 report is a ... sex-distinct summary of the relevant mortality experience for the general population, for insured lives, and for ...- Authors: Society of Actuaries
- Date: Jan 1973
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities; Experience Studies & Data>Mortality; Life Insurance
-
Behavioral Economics and the Longevity Problem
Economics and the Longevity Problem This paper applies the research in Prospect Theory of Kahneman and ... Tversky to explain why sales of annuities lag sales of life insurance products. The author theorizes that life ...- Authors: Craig Reynolds
- Date: Feb 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities; Annuities>Payout annuities; Life Insurance; Life Insurance>Universal life
-
2018-09-product-tax-seminar-boot-camp-presentations
ns The Society of Actuaries are once again offering a seminar that investigates all aspects of life ... insurance, annuity and long term care product tax compliance. Developed by the Taxation Section, participants ...- Authors: Society of Actuaries
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
-
The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance ... history of the correction procedures previously developed to address compliance failures and the shortcomings ...- Authors: Application Administrator, Walter Welsh, Alison R Peak
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy
-
Product Tax Seminar and Optional Boot Camp Presentations
Presentations The Society of Actuaries are once again offering a seminar that investigates all aspects of life ... insurance, annuity and long term care product tax compliance. Developed by the Taxation Section, participants ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
-
product-tax-series-managing-operational-risk
The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects ... aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the Taxation ...- Date: May 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance
-
The Individual Life Insurance And Annuity Product Development Section
The Individual Life Insurance And Annuity Product Development Section The Actuary Vol. 22, No. 7. ... discusses the activities and goals of the Product Development Section of the SOA. Future activities ...- Authors: Mark G. Doherty
- Date: Aug 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession; Annuities; Life Insurance
-
2023-new-life-prod-design
edge” wealth accumulation predictive framework, the predictive equity analytics (PEA) for life products ... from equities (stocks, ETFs and mutual funds) predicted to increase in next one to three trade days via ...- Authors: Mark Zanecki, Kaihua Yu
- Date: Dec 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Finance & Investments; Life Insurance; Predictive Analytics; Technology & Applications