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  • Federal Income Tax: Policyholder Issues
    Federal Income Tax: Policyholder Issues This session discussion is about Federal Income Tax, policy ... Society of Actuaries Vol. 15, No. 2. Long-term care=LTC;Mortality rates=Mortality tables=Death rates ...

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    • Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • What Will Be The Life Insurance Products Of The Future?
    needed). This shifting has been reflected first by direct recognition of policy loan activity and more recently ... policyholder might be viewed as being based on two primary factors: (1) the size of the investment risk involved ...

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    • Authors: Douglas Doll, John Palmer, Godfrey Perrott, Bradley M Smith
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Federal Taxation - An Update
    restrictions if further requirements were not met. The primary purpose of TEFRA was the raising of tax revenue ... TEFRA, increases were tied to the increases in the primary insurance amount, thus, a floor benefit of $75 ...

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    • Authors: John H Elken, Gregory William Hintz, Sidney A LeBlanc, Michael J Mahoney, John Palmer
    • Date: Oct 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Universal Life - Three Different View Points: Stock, Mutual, Canadian
    about a year and a half. We will discuss three primary topics with a follow-up discussion of federal income ... work was carried out by a task force under the direct supervision of the president. My own involvement ...

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    • Authors: Allen D Booth, Arnold Dicke, Ken Magee, John Palmer
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Universal life
  • Life Company Financial Management Under Current Economic Conditions
    To a lesser extent funds will be directed from direct placement bonds, which require some advance commitment ... account products. Pension clients can purchase direct placements, public bonds, real estate, etc. through ...

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    • Authors: Christopher D Chapman, Peter F Chapman, Robert L Lindsay, John Palmer
    • Date: Oct 1980
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Federal Income Tax – Emerging Issues
    mutual. That was the Paulsen case, 1985, if you care to look it up and see how the Supreme Court came ... just pose one question. Why should stock companies care at all about section 809 since it doesn't impose ...

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    • Authors: Douglas N Hertz, John Palmer, Andrew D Pike, Virgil Wagner, William T Gibb
    • Date: Jun 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Federal Income Taxes - Insurance Company Perspective
    Federal Income Taxes - Insurance Company Perspective Presented at October 1985 Annual Meeting. ... drafting of proposed regulations at the ACLI, the primary issue raised under Section 806(a) related to a ...

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    • Authors: Application Administrator, Steven W Fickes, Randall Mire, John Palmer, Akiva Zohar
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy
  • Federal Income Tax
    Federal Income Tax This session from the 1984 SOA Atlanta Meeting covers pending tax legislation ... rates. But in the meantime, they propose to take care of our situation with what was known as the taxable ...

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    • Authors: Michael P Healy, James P A Knight, John Palmer, Virgil Wagner, Harry D. Garber
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy