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  • Product Update-Individual Life
    Product Update-Individual Life This presentation is an open forum from the 1991 Annual Meeting of ... From the Record of Society of Actuaries, Volume 17, No. 4B. Annuities;Product development;Standard ...

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    • Authors: Douglas Doll, Anne Katcher, W Steven Prince, Application Administrator, Sandra Potasky
    • Date: Oct 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance
  • Section 7702 & 7702A: An Update
    Section 7702 & 7702A: An Update This presentation is a concurrent session from the 1991 ... From the Record of Society of Actuaries, Volume 17, No. 1. Internal Revenue Service=IRS;Taxes=Taxation; ...

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    • Authors: Application Administrator, Timothy P Schiltz, John W Holt, Steven D Hooe
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • 2001-02 U.S. Individual Life Persistency Update
    2001-02 U.S. Individual Life Persistency Update ... 15 6.3% 2.9% 16 4.0% 2.6% 16 5.9% 2.4% 17 4.1% 2.5% 17 5.5% 1.9% 18 4.0% 2.5% 18 5.1% 1.6% 19 ... 5.9% 29% 10% 26% 17% 21% 28% 13% 24% 7% 17% 3% 21% 5% 6% ...

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    • Authors: Society of Actuaries, Application Administrator
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Guidance Released on COLI Best Practice Rules
    4) is issued or “materially changed” after Aug. 17, 2006. An applicable policyholder is a person who ... rules apply only to contracts “issued” after Aug. 17, 2006, and because the notice and con- sent requirements ...

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    • Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Mortality under Standard Individually Underwritten Life Insurance Between 2002 and 2004 Policy Anniversaries
    953 108% 96% 1,937,019 3.5% $71,129 1.0% 0.2% 10-17 2,221 116% 102% 2,872,337 5.3% $107,053 1.5% 0.4% ... 21% $8,168 27% 8% 60-69 12,632 91% 88% 1,365,407 17% $5,623 19% 13% 70-79 46,495 105% 100% 1,771,544 ...

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    • Authors: Application Administrator
    • Date: Nov 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality; Life Insurance
  • On Grandfathers and Adjustments: New IRS Chief Counsel Advice Memo Blurs Lines
    Chief Counsel Advice Memorandum 200805022 (Aug. 17, 2007) (the “CCA”), the Service essentially concludes ... “materially changed” on or after a certain date.17 The Service acknowledged that the TAMRA conference ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance
  • Some Practical Considerations in Connection with the Calculation of Stop-Loss Premiums
    jd. Obviously, X = dNt + 2dN2 + 3dNs + . . . . (17) Also, it is well known that Ni has a Poisson distribution ... 8. . 9. . 10. 11. 12. 13. 14. 15. 16. 17. 18. 19. 20. P( F l, a)/ P( F, a) d~2 d-~ ...

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    • Authors: Hans U Gerber, Donald A Jones, Harry H Panjer, Application Administrator
    • Date: Oct 1976
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance; Modeling & Statistical Methods
  • 1988-89 Long-Term Ordinary Lapse Survey in the United States
    Typc2 YRT Other 1988’ Before 1988 14,;z 251 15 17 307 103 1,099 3:: 154 132 1,025 590 Total In Force ... PERCEG-,IGE OF ANNILZLIZED PKLWLIM ~J.PSIN(~ i 17 COMPANIES - Third Quarhlr First Qunrrile Medun ...

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    • Authors: Application Administrator
    • Date: Jan 1992
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
    whole.” After the issuance of Revenue Ruling 91-17, the Service saw an increase in waiver ruling requests ... correction programs announced in Revenue Ruling 91-17 and Revenue Procedure 92-25, analogized to ...

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    • Authors: Application Administrator, Walter Welsh, Alison R Peak
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy
  • The Impact of AIDS on Life and Health Insurance Companies: A Guide for Practicing Actuaries
    of Epidemiol- ogy, September 1986, pp. 165-177. 17. "Minimum Size of the Acquired Immunodeficiency Syndrome ... Public Health Reports, January-February 1987, pp. 5-17. 19. "Risk Factors for Seroconversion to Human ...

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    • Authors: Application Administrator, Robert Beal, Jay P Boekhoff, David J Christianson, Ronald Colby, Michael Cowell, Gary E Dahlman, David Holland, Walter H Hoskins, William C Koenig, Barbara Lautzenheiser, Richard W Mathes, Thomas W Reese, John E Tiller, Harry A Woodman, Michael L Zurcher
    • Date: Oct 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance