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  • Getting to Know Walter Welsh
    on legislation, but this new position provided direct experience with the power of the media to influence ... annuity con- tracts, including new forms of long-term care riders and a whole range of living benefits for ...

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    • Authors: Society of Actuaries
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • AG 38, ULSG and the Spirit of XXX
    20) AG 38 Example 8D - Adopted Sept. 2012 a. Primary reserve methodology - Starts with company’s ... but elects instead to switch to the compromise “Primary Reserve Methodology” of AG 38 Section 8D.a for ...

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    • Authors: Kristin R Norberg
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System
    213, holding that certain reserves for long-term care insurance contracts are life insurance reserves ... standard mortality or morbidity tables for long-term care insurance, so that, as the IRS’s ruling recognizes ...

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    • Authors: Application Administrator, Joseph F McKeever
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy