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  • Emerging Tax Issues
    family term rider included a term rider on the primary or base insured. In fairness, though, I would point ... of that legislative history a term rider on the primary insured is a OAB. Phil, I agree that to the extent ...

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    • 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
  • Keeping the Promise
    of a well-established provision of a long-term care policy could wreak havoc on that line of business ... potential legal risks inherent in a long-term care policy where any or all of the activities of daily ...

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    • Authors: Application Administrator
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Life Insurance; Social Insurance
  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System
    213, holding that certain reserves for long-term care insurance contracts are life insurance reserves ... standard mortality or morbidity tables for long-term care insurance, so that, as the IRS’s ruling recognizes ...

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    • Authors: Application Administrator, Joseph F McKeever
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy