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NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
experts. Applying Total Risk Analysis in Health Care Spending Kate Eubank, FSA, MAAA, Senior Experience ... the SOA Research Institute’s plans for long-term care experience studies and gave an overview of other ...- Authors: Laura Knapp
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
legislation, which is discussed later. Today, the primary interpretive questions involving Section 264(a) ... similar to those Congress had previously denied for direct premium payments. If the premiums themselves were ...- Authors: Bryan W Keene, Mark Smith
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Helping To Take The “Ill” Out Of Illustration Certifications—Using The Update To The Illustration Practice Notes
Helping To Take The “Ill” Out Of Illustration Certifications—Using The Update To The Illustration ... any additional thoughts about the IPN, please direct them to Dianna Pell at pell@ actuary.org. Product ...- Authors: Donna Christine Megregian
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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Chairpersons Corner
Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company ... evolve. SmallCo has also identi- fied the Affordable Care Act as an important industry topic for health actuaries ...- Authors: Ryan Stowe
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance; Public Policy
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Final Regulations Under Sections 101 and 6050Y
to comply with Form 1099-LS requirements if the direct owner of a policy does not provide sufficient ... pany’s perspective, it is worth noting that only a direct acquirer is required to furnish the RPS statement ...- Authors: Craig R Springfield, Kristin R Norberg
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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STOLI Poses Danger to Industry, Reinsurers Warned
STOLI Poses Danger to Industry, Reinsurers Warned This article discusses the structure of and the ... Insurance Company, Springfield, Mass., during a direct writer CEO panel. However, he said that if a ...- Authors: James S Connolly
- Date: Aug 2008
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Reinsurance News
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
1042-S Mar. 15 To From To From To To To Direct RPS Transfer to foreign person Reportable death ... apparently file and furnish Form 1099-SB following the “Direct RPS” section of this chart. e. If the issuer does ...- Authors: Society of Actuaries
- Date: Nov 2019
- Competency: Communication; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Has the Illustrations Regulation Been Successful?
Has the Illustrations Regulation Been Successful? A commentary on whether or not the Illustrations ... being equal. While the regulation was not the primary cause of this phenomenon, it is interesting to ...- Authors: Scott Witt
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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The Future of Life Insurance Products: Lessons from the Past
The Future of Life Insurance Products: Lessons from the Past Author highlights historical nonforfeiture ... insurance. It could also occur as the result of the direct imposition of a tax on the inter- est earnings ...- Authors: Christian J DesRochers
- Date: Sep 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Insurers To Benefit From NAFTA
earnings. Medicare provides reimbursement for health care services, which do not I have precise utilization ... of the Social Security program without Medi- I care. In that view, either unpre- dicted changes in ...- Authors: Cecilia Green
- Date: Feb 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Public Policy