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  • The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
    The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life ... the Correction Procedures for Life Insurance and Annuity Contracts This article provides a short history ...

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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
  • ACLI Update – Legislative and Regulatory Developments
    ACLI Update – Legislative and Regulatory Developments Updates on partial ... annuitization and exhanges, prevailing CSO valuation mortality tables, disclosure of offshore accounts through ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • ACLI Update
    in excess of the Standard Scenario Amount for annuity contracts falling within the scope of Actuarial ... in the Proposed Regulations to U.S. tax law rules when defining “annuity contract,” “life insurance contract ...

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    • Authors: Pete Bautz, Walter Welsh, Mandana Parsazad
    • Date: May 2013
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance