Description: Overview of latest developments on IRC Section 7702, IRC Section 848, market value adjusted contracts, companies in rehabilitation and Canadian issues including: • Part I income tax • Part IV capital tax

Description: Presented at October 1996 Annual Meeting. This session explores the current status of variable products in the marketplace. It also covers issues related to fund performance, distribution, and product design.

Description: Discusses cost-benefit decision-making for acquiring electronic data-processing equipment and installation issues, ability of small companies to compete in pension trust arena, effectiveness of various agency compensation programs in stimulating sales and improving persistency, success of sales to substandard risks and rating methods, and pricing, reinsurance and experience with individual hospital and medical policies.

Description: Presented at May 1986 Spring Meeting. This session discussion is about product designs, market factors, state regulation, SEC aspects - 6e-3T.

Description: This is a discussion about new product developments, supplementary benefits - Accidental Death, Guaranteed Insurability and automatic inclusion of supplementary benefits rather than optional, product expense trends, considerations in setting commissions for policies with different characteristics, and analyzing and entering new markets.

Description: Presented at October 1986 Annual Meeting. Discusses background, product design, NAIC model regulations, New York legislation and regulations, investment considerations, financial reporting, and provides a Canadian overview of MVA products.

Description: From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This discussion reviews the need for and a process for remediation of errors made with respect to an inadvertent non-egregious failure to comply with the modified endowment contract rules under Internal Revenue Code Section 7702A.

Description: Presented at May 2002 Spring Meeting. Discusses changes to reserving and tax regulations and the implications they have on product development.

Description: Discusses 1. the impact of increased yields on new investments on premiums, dividends and policy values, 2. the criteria of equity which should be observed when different basic assumptions or underwriting standards are employed for different plans, 3. pricing of substandard policies, 4. handling situations where premium payments aggregate more than the face amount, and 5. recognizing mortality trends in pricing settlement options.

Description: This session from the 1983 SOA Hollywood, Florida Meeting discusses the implications of UNISEX legislation and the Norris Decision, the impact of the proposed tax law, variable products and Large Amount Term Insurance persistency and mortality. Record of Society of Actuaries Vol.9, No. 4