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  • 2023-china-symposium
    Reunite with members and non-members in the China actuarial community to discuss recent topics ... issues in areas such as macroeconomic sharing, IFRS 17, product strategy, cross-border communication and ...

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    • Authors: Society of Actuaries
    • Date: Mar 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Health & Disability; Life Insurance; Long-term Care; Modeling & Statistical Methods; Pensions & Retirement; Predictive Analytics; Public Policy; Reinsurance; Technology & Applications
  • Product Tax Seminar and Optional Boot Camp Presentations
     business, or financial relationship with the insured. 17 Life Settlement Reporting (cont.) • Issuer re ... general reporting requirement for IRAs 14 Rev. Rul. 2018‐17 • Facts • Individual is a U.S. person and has a ...

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    • 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
  • 2018-09-product-tax-seminar-boot-camp-presentations
    1983 and earlier 1984 1985‐87 1989‐2003 2004‐08 2009‐17 2017‐19 2020+ RULE ERAS Section 101(f) ‐ Flex. Prem ... ts beginning within one year of  purchase 16 17 Non‐Natural Owners (cont.) •Exceptions (cont.) ...

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    • Authors: Society of Actuaries
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance