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Policyholder Dividends and Nonguaranteed Elements in the US and Canada
surplus is deter- mined by company directors, the primary role of the dividend actuary is to establish methods ... according to one of various formula approaches. The primary source of capital for a mutual com- pany has traditionally ...- Authors: Society of Actuaries
- Date: Mar 1997
- Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession>Standards of practice; Annuities>Individual annuities; Life Insurance; Public Policy
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Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements
the contract owner may be indirect as well as direct. For example, the ability to allocate policy values ... the Portfolio and the inability of an owner to direct investment in a particular asset or to recommend ...- Authors: Bryan W Keene, John Adney
- Date: Jun 2017
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy