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  • Impact of Regulatory Uncertainty on Product Innovation
    Impact of Regulatory Uncertainty on Product Innovation From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss ...

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    • Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2
    Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2 From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Impact ...

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    • Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...

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    • Authors: PAUL HOFFMAN, Anthony M Santomero
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
  • PLR 201120011 Highlights the Need for SEPP Guidance on Annuities
    PLR 201120011 Highlights the Need for SEPP Guidance on Annuities Owners of nonqualified annuity contracts, individuals under qualified retirement plans, and annuity issuers are left without ...

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    • Authors: Mark E Griffin
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • 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) ...

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    • 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
  • Minimum Statutory Nonforfeiture Values for Retirement Annuity Contracts
    Minimum Statutory Nonforfeiture Values for Retirement Annuity Contracts Discussion papers on a paper dealing with minimum statutory nonforfeiture values for retirement annuity contracts. Deferred ...

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    • Authors: Society of Actuaries, John M Boermeester, Robert Walker, James E Hoskins, Gardner F. Knight
    • Date: Jan 1954
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities; Public Policy
  • Chairpersons Corner
    Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section in 2016. Annuities;Life Insurance 6442467182 3/1/2016 12:00:00 AM ...

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    • Authors: Ryan Stowe
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
    • Publication Name: Small Talk
    • Topics: Annuities; Life Insurance; Public Policy
  • Federal Income Taxes - Insured And Annuitant Perspective
    Federal Income Taxes - Insured And Annuitant Perspective Presented at October 1985 Annual Meeting. Discusses proposals for changing the tax law with respect to the taxation of personal income: ...

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    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Individual Tax Qualified Products
    Individual Tax Qualified Products This 1977 panel discussion examined individual tax qualified products. Areas covered included: 1. Regulatory developments 2. Products being used ...

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    • Authors: Gilbert V I Fitzhugh, Robert J Ingram, Verne J Arends, O David Green
    • Date: Jun 1977
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • Life and Annuity Valuation Issues
    Life and Annuity Valuation Issues This session from the 1994 Valuation Actuary Symposium covers life and annuity valuation issues including an update on the Separate Accounts Technical Resource ...

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    • Authors: Errol Cramer, Howard H Kayton, Bryan Scott Kavanaugh
    • Date: Jan 1994
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance>Reserves - Life Insurance; Public Policy