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Product Development Consideration for a Simplified Issue Product
Product Development Consideration for a Simplified Issue Product Recently, there has ... reviewed over 40 such products, ranging from vanilla direct-marketed products to high-end single premium immediate ...- Authors: Edward Hui
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance
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Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers
expectations. In addition, it includes a review of the direct and reinsurance pricing implications of the riders ... survey conducted by the SOA and Milliman of 34 direct writers, and interviews that Milliman conducted ...- Date: Apr 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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2023-reinsurance-help-prod-dev
Come discuss how reinsurers can work side by side with insurer to better develop products, ... tools and software. The speakers will also present Direct to Consumer plan from various points of view, i ...- Authors: David Goehrke , Chris Behling, James Goad, Yiru (Eve) Sun
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Economics; Enterprise Risk Management; Finance & Investments; Life Insurance; Pensions & Retirement; Reinsurance
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits Articles on IRS private letter rulings on combination products, IRS treatment ... insurance;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 11588 9/1/2009 ...- Authors: Mark E Griffin, Craig R Springfield, Daniela Stoia, Biruta P Kelly
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy; Reinsurance
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Product Trends in Life Insurance
statutory reserve credits. Under this strategy, direct business is placed offshore where NAIC reserve ... reserve regulations have less strength. In return, direct writers take relief on their statutory statements ...- Authors: Keith Dall, L SS
- Date: Jun 2006
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Annuities; Life Insurance
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2018-09-product-tax-seminar-boot-camp-presentations
2018-09-product-tax-seminar-boot-camp-presentations The Society of Actuaries are once again offering ... aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ...- Authors: Society of Actuaries
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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Product Tax Seminar and Optional Boot Camp Presentations
aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation ... focused on life insurance, annuities, and long-term care combination products. The basis of the boot camp ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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Life and Annuity Living Benefit Riders: Considerations for Consumers
policyholder prior to death in the event of a long-term care need or, under some policies, a chronic illness ... addition, many of these plans will continue long- term care insurance (LTCi) benefit payments even after the ...- Authors: Carl Friedrich
- Date: Nov 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance
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SOA Product Implementation Executive Summary
distributed through agencies, brokers, banks, direct sales, and worksite and involved life, annuity ... annuity, variable, equity-indexed, long-term care, disability income, and health products. The survey ...- Authors: Jeanne Daharsh, Van Beach
- Date: Mar 2007
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Annuities; Life Insurance
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Report on Life and Annuity Living Benefit Riders: Considerations for Insurers and Reinsurers, Appendix II: Report on Life and Annuity Living Benefits Survey
contributing companies for making this research (both direct writers and reinsurers) such a success. The high ... benefit riders and their implications from both a direct writer and a reinsurer perspective. The SOA ...- Date: Apr 2015
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance