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Product Matters, January 2002, Issue No. 52
inherent risk of loss of value in vari- able life and annuity products. This article explains a 21st-century ... sold (as well as the profitability of the base annuity product itself). For this reason, we believe that ...- Authors: Brian King, Mary J Bahna-Nolan, Nancy Winings, Douglas Robbins, Eva Goldstein, DAVID MILLER
- Date: Jan 2002
- Publication Name: Product Matters!
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Taxing Times, September 2005, Volume 1, Issue No. 2
requiredminimum distributions (RMDs) from a deferred annuity contract for calendar years beginning after 2005 ... the regulations will fall on annuity issuers. In the case of an IRA annuity contract, the issuer of the ...- Authors: Application Administrator, Edward Robbins, Steven C Chamberlin, Brian King, Kory Olsen, Mark E Griffin, Craig R Springfield, Donald Saxon, David H Phillips, Joseph F McKeever
- Date: Sep 2005
- Publication Name: Taxing Times
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Taxing Times, May 2007, Volume 3, Issue No. 2
and the prevail- ing commissioners’ standard mortality tables be made? And how should the contract-by- ... 432 (Part 2), 98th Cong., 2d Sess. 1414 (1984); S. Prt. No. 169 (Vol. I), 98th Cong., 2d Sess. 539-540 ...- 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
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Taxing Times, December 2005, Volume 1, Issue No. 1
great void. As many of you know, there has been no U.S. tax material for life insurers on the basic exam- ... other for the respective skills we bring to the table. I want to especially appreciate the significant ...- Authors: Christian J DesRochers, Barbara Gold, Edward Robbins, Brian King, Craig R Springfield, Amy Lewis, Kirk Van Brunt, Matthew M Haaf, Ernest C Achtien
- Date: Dec 2005
- Publication Name: Taxing Times
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Taxing Times, May 2005, Volume 1, Issue No. 1
Internal Revenue Service related to the appropriate mortality assumptions to be used in computing the defi- ... Standard Ordinary Table (1980 CSO) to the 2001 Commissioners’ Standard Ordinary Table (2001 CSO) in determining ...- 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
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Taxing Times, September 2007, Volume 3, Issue No. 3
TAXING TIMES VOL. 3 ISSUE 3 SEPTEMBER 2007 A s the life insurance industry hasissued more and more ... policy cash values of certain life insur- ance, annuity and endowment contracts. 2 References to “I.R ...- Authors: Christian J DesRochers, Leslie Chapman, Brian King, Kory Olsen, Susan Hotine, Peter Winslow, Thomas Gibbons
- Date: Sep 2007
- Publication Name: Taxing Times
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Taxing Times, May 2006, Volume 2, Issue No. 1
related to life insurance companies, insurance and annuity products and employee benefit plans.” However, ... require us to collectively bring our expertise to the table. Thus, I am urging existing members of the Taxation ...- Authors: Application Administrator, Barbara Gold, William B Harman, Douglas N Hertz, Brian King, Kory Olsen, Bryan W Keene, Joseph F McKeever
- Date: May 2006
- Publication Name: Taxing Times
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Taxing Times, September 2006, Volume 2, Issue No. 2
and in bringing their unique discipline to the table. Some may ask what you get when you bring a lawyer ... Insurance Tax Update and as such, brings to the table a tremendous amount of knowledge and experience ...- Authors: Barbara Gold, Brian King, Craig R Springfield, Peter Winslow, Samuel A Mitchell, Lori J Jones, Gregory Stephenson
- Date: Sep 2006
- Publication Name: Taxing Times
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Taxing Times, February 2007, Volume 3, Issue No. 1
Taxing Times, February 2007, Volume 3, Issue No. 1 Full version of Taxing Times, February 2007, ... Benefits Spring Meeting More on Reasonable Mortality: IRS Issues Notice 2006-95 by Brian G. King, John ...- Authors: Application Administrator, Edward Robbins, Leslie Chapman, Brian King, Frederic Gelfond, Bryan W Keene, Peter Winslow
- Date: Feb 2007
- Publication Name: Taxing Times