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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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VM-31 - Modifications and findings for 2020 PBR reports
VM-31 - Modifications and findings for 2020 PBR reports This article summarizes the key changes to VM-31 requirements in the 2020 version of the Valuation Manual for both life and variable ...- Authors: Angela McShane, Benjamin Slutsker, Rachel Hemphill
- Date: Jul 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
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Session 097: Global Aging and Product Innovation
Session 097: Global Aging and Product Innovation The growing aging population presents unique challenges and opportunities, especially for the financial services industry. Presenters will explore ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity
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Pricing for Sparse Data
Pricing for Sparse Data While our ability to access and analyze large quantities of data is better than ever, many long-term products suffer from sparse data in critical risk areas, such as deep ...- Authors: Timothy S Paris, Andy Samuel King
- Date: May 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Variable annuities; Experience Studies & Data; Experience Studies & Data>Policyholder or participant behavior - Experience
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2019 Investment Symposium— Session 3A: Real Returns and Risk Premia: What Are the Issues?
2019 Investment Symposium— Session 3A: Real Returns and Risk Premia: What Are the Issues? How to set asset assumption, at the cycle or through the cycle and other considerations 4/6/2020 12:00:00 ...- Authors: Society of Actuaries
- Date: Apr 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Risks & Rewards
- Topics: Annuities; Annuities>Investment strategy - Annuities; Finance & Investments; Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Annuities>Deferred annuities