Announcement: SOA releases passing candidate numbers for May and June Exam FM.

1 - 10 of 10 results (0.69 seconds)
Sort By:
  • Universal Life Update
    surveyed. These are the questions that will form the primary discussion of our panelists today. The questions ... design is used. Others suggest that com- missions to direct agents and PPGA's will move to higher levels.

    View Description

    • Authors: Christian J DesRochers, Robert D Hogue, Application Administrator, R Stephen Radcliffe
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Universal life
  • Impact of Federal Income Taxes on Product Design
    borrowing rate, that 8% becomes a 12%. If we have a direct recognition provision -- for instance a contract ... permissible, but it's certainly not obvious from a direct reading of 7702 nor is it obvious from its legislative ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, David J Bohl
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance
  • Taxing Times, May 2007, Volume 3, Issue No. 2
    ______________16 New Rules and Opportunities for Long-Term Care Insurance Combination Products Craig R. Springfield ... clarifications requested by industry were not recognized. Primary among these were the requests for flexibility for ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Edward Robbins, Leslie Chapman, Brian King, Kory Olsen, Frederic Gelfond, Craig R Springfield, Bryan W Keene, Peter Winslow
    • Date: May 2007
    • Publication Name: Taxing Times
  • Product Design And Marketing Under Section 7702A
    of that sort, business term insurance, long-term care riders on life insurance contracts) this issue will ... over whether a rider of term insurance on the primary 1054 PRODUCT DESIGN AND MARKETING UNDER SECTION ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Deferred Annuities
    concern about economic volatility. The product's primary appeal was its mortality guarantee, that is, the ... June of 1984. The formation of this group was a direct result of the Baldwin-United situation. The charges ...

    View Description

    • Authors: Arthur V Anderson, Christian J DesRochers, Donna Claire, Application Administrator, Paul H LeFevre
    • Date: Apr 1985
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities
  • Failed Contracts Under Internal Revenue Code, Section 7702
    environment that probably means exercise ordinary business care and prudence. All the facts and circumstances are ... neglect, and neglect is the failure to use reasonable care in the filing of a tax return, So in cases of willful ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers
    • Date: Oct 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Life Product Development Update
    attached to participating business, not only long-term care and dread disease riders, but also the beneficiary ... the single premium policy is sold with a long-term-care rider. I am not sure how many of these are in the ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Timothy Pfeifer, Mark A Tullis
    • Date: Jun 1990
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Supplement to Life Insurance and Modified Endowments, Under Internal Revenue Code Sections 7702 and 7702A
    ACCELERATED DEATH BENEFITS AND LONG-TERM CARE RIDERS..... 49 Long-Term Care Riders (LTC) and Critical Illness ... example, of charges imposed to pay for a long- term-care (LTC) insurance accelerated benefits rider. Hence ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Brian A King
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Public Policy
  • Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation
    Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation ... limited taxing powers in that they're limited to direct taxation in the provinces. Both the provinces ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Philip Friedlan
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • Taxing Times, May 2005, Volume 1, Issue No. 1
    Taxing Times, May 2005, Volume 1, Issue No. 1 Full version of Taxing Times, May 2005, Volume ... can enjoy rewarding careers. It is one of our primary mission objec- tives to encourage the development ...

    View Description

    • Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Edward Robbins, Brian King, Craig R Springfield, Tom Quinn, Susan Hotine, Peter Winslow, Joseph F McKeever
    • Date: May 2005
    • Publication Name: Taxing Times