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Digest of Reports on Topics of Current Interest
Digest of Reports on Topics of Current Interest This discussion at the SOA 1967 Annual Meeting covers ... topics. First is the Carter Commission Report that recommends radical changes to the Canadian tax system ...- Authors: H Edward Harland, Malcolm D MacKinnon, J Henry Smith
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities; Health & Disability; Public Policy
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Titanic of Product Development: Avoiding the Iceberg
Titanic of Product Development: Avoiding the Iceberg In this session 102OF of the 1998 New York Annual ... Annual Meeting the panel discusses the unique problems of product development in small insurance companies ...- Authors: Kevin A Marti, Norse N Blazzard, Brian King
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities
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Implementation Of The 1980 Amendments To The Standard Valuation And Non-Forfeiture Laws
Implementation Of The 1980 Amendments To The Standard Valuation And Non-Forfeiture Laws This panel discussion ... discussion, which occurred at the October 1982 Society of Actuaries Annual Meeting in Washington D.C ...- Authors: William Carroll, John O Montgomery, Godfrey Perrott, William T Tozer
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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The Standard Nonforfeiture Law: Impact of Proposed Changes
The Standard Nonforfeiture Law: Impact of Proposed Changes Panelists at this session of the SOA 2003 ... perspective and discuss actual and proposed changes to the Standard Nonforfeiture Law for annuities and life ...- Authors: Application Administrator, Eric Carlson
- Date: May 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance>Non-forfeiture benefits
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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
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What Is The True Value Of Tax Deferral?
What Is The True Value Of Tax Deferral? In this session at the SOA 2003 Washington, DC Spring Meeting ... Meeting, the panelists discuss the value of deferred taxes to the owner of an IRA, 401k or similar product ...- Authors: Krzysztof Ostaszewski, James M Carson
- Date: May 2003
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans
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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
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Reports on Topics of Current Interest
Topics of Current Interest This section consists of the following reports, Activities of the Subcommittee ... Contracts of the ALC-LIAA Actuarial Committee, Alternate Routes, and Recent Mortality under Individual ...- Authors: Harry Walker, Edward A. Lew, Edwin B. Lancaster
- Date: Nov 1969
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Academic partnerships; Annuities
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PBR Impacts to Annuities
discussion of PBR for Life Insurance, but there has also been progress in development of PBR for annuities; ... and future VM-23. The presenters will look at the progress in PBR for annuities and what the future ...- Authors: Yuan Tao, Joshua Chee, Albert Zlogar
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting
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Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues
reforms are effective 1/1/20 and the first year of reporting under the new framework requires several key ... achieve. Discuss key implementation issues, including the new standard projection, optionality around hedge ...- Authors: Yuan Tao, Parul Bhatia, Zohair Motiwalla
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities