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  • 2021 Life Meeting - Session 8E: Insurance M&A Valuation Methodologies and Considerations 9.1.21 Recording
    depending on the profile of the business being sold and the geography/accounting. The presenters will ... will describe the common methodologies and considerations for valuing different types of insurance liabilities ...

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    • Authors: Society of Actuaries
    • Date: Sep 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
  • Fixed Index Annuity LDTI implementations and considerations
    annuity products are typically accounted for under SOP03-1 under current GAAP guidance. LDTI requires companies ... challenges and considerations of the MRB implementation. Industry practices of the reserving approach will ...

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    • Date: Jun 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects
    Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects ... concludes with thoughts on future trends and prospects. N/A; A Strategic Analysis of the US Life Insurance Industry ...

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    • Authors: Narayan S Shankar
    • Date: Oct 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability; Life Insurance
  • Visions for the Future of the Life Insurance Sector
    Visions for the Future of the Life Insurance Sector Encourages readers to visit specified URL to read ...

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    • Authors: Mike Boot
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • 2021 Life Meeting - Session 2C: Life Insurance and Annuity Taxation with Recent IRS Section 7702 Changes 8.30.21 Recording
    session, the presenters will focus on tax rules pertaining to life and annuities, highlighting the recent ... recent changes to interest rates under Internal Revenue Code Section 7702 which determines whether a contract ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Life Insurance
  • 2021 Life Meeting - Session 2F: LDTI Data - Actuarial and IT Partnership Roundtable 8.30.21 Recording
    Implementing the new data and system requirements related to LDTI bring a renewed focus on the partnership ... discuss common challenges encountered in the past couple of years of LDTI implementation and propose ways ...

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    • Authors: Society of Actuaries
    • Date: Oct 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It?
    Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It? Presented ... potential changes in life insurance and annuity markets under alternative tax systems, that is, value-added tax ...

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    • Authors: Christian J DesRochers, Marilyn Brown, Craig R Springfield
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • A Strategic Analysis of the US Life Insurance Industry
    Strategic Analysis of the US Life Insurance Industry Examines the trends affecting the distribution system ... system for the industry's products, and the regulatory and tax environment in which life companies operate ...

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    • Authors: Narayan S Shankar
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance
  • The Economics of Discrimination
    The Economics of Discrimination Economics professor discusses the economics of fair and unfair discrimination ... discrimination in insurance. From the 1988 Record of Society of Actuaries, Vol. 14, No. 4B. Risk categories=Risk ...

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    • Authors: Shane A Chalke, Walter E Williams
    • Date: Oct 1988
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Health & Disability; Life Insurance
  • A Strategic Analysis of the U.S. Life Insurance Industry Part II: Products
    Strategic Analysis of the U.S. Life Insurance Industry Part II: Products This is the second article in ... this article, the industry's products are examined. N/A; A Strategic Analysis of The U.S. Life Insurance ...

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    • Authors: Narayan S Shankar
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability>Health insurance; Life Insurance
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