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  • 2023-transition-to-ifrs17
    presenters will share the impacts of transition to IFRS 17 on equity and various KPIs across insurance companies ... as well as share some observations of what the IFRS 17 landscape looks like across different global regions ...

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    • Authors: Daniel Dvorin, Nazir Valani, Carlos Arocha, Nina Han
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Life Insurance
  • 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
  • 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 ... incorporated into the Model. Near the end of 1981, after 17 states had enacted the model, people began to ask ...

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    • 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