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It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A? In session 75 PD of the New York Annual Meeting panelists explore practical considerations of maintaining compliance with ...- Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Section 7702 & 7702A: An Update
Section 7702 & 7702A: An Update This presentation is a concurrent session from the 1991 Meeting of the Society of Actuaries, held April 18-19 in New Orleans. In this life insurance product ...- 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
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Emerging Tax Issues
Emerging Tax Issues Overview of latest developments on IRC Section 7702, IRC Section 848, market value adjusted contracts, companies in rehabilitation and Canadian issues including: • Part I ...- Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Federal Income Taxes - Insured And Annuitant Perspective
Federal Income Taxes - Insured And Annuitant Perspective Presented at October 1985 Annual Meeting. Discusses proposals for changing the tax law with respect to the taxation of personal income: ...- Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Public Policy
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Federal Income Taxes - Insurance Company Perspective
Federal Income Taxes - Insurance Company Perspective Presented at October 1985 Annual Meeting. Discusses current topics involving insurance companies, such as: Impact on product design, ...- 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
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Tax Issues
Tax Issues 1992 SOA Regional Meeting, Anaheim. This session addressed tax compliance, the tax consequences of life insurance contract failure, the correction of failed contracts, and a 1992 ...- Authors: Application Administrator, Bruce Booker, Douglas N Hertz
- Date: Jun 1992
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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Product Design And Marketing Under Section 7702A
Product Design And Marketing Under Section 7702A This session discussion is about SPWL: Is a modified endowment product salable, 7 pay: What sales applications are working best and pricing and ...- 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
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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 The panelists from this session at the June 2000 meeting of the Society of Actuaries in San ...- 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
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What's New and Exciting in Insurance Product Taxation?
What's New and Exciting in Insurance Product Taxation? This presentation is a panel discussion, session 46PD, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in ...- Authors: Application Administrator, Douglas N Hertz, Brian King
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy