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  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • Legal Issues Affecting Nontraditional Products
    Legal Issues Affecting Nontraditional Products Presented at October 1996 Annual Meeting. This panel reviews recent litigation, antitrust laws, advertising regulations, and sales illustration ...

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    • Authors: Don N Patterson, Thomas Tew, James F Jorden
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Compliance; Public Policy
  • Last Link in Product Development-State Form Filing
    Last Link in Product Development-State Form Filing From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 Company representatives and state insurance ...

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    • Authors: John A Hartnedy, David Hippen, Sandra K Meltzer, Ejaz Haroon, Karen J Allen, Application Administrator
    • Date: Jun 2000
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Enterprise Risk Management>Compliance; Life Insurance; Public Policy