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IRS Issues Guidance on the Separate Account Dividends Received Deduction
issues variable annuity contracts under which certain charges are assessed, such as mortality and ex- pense ... employees, deferred annuities before the deferred annuity starting date, and amounts le on deposit. 7 ...- Authors: Samuel A Mitchell, John Adney
- Date: Jun 2016
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Enterprise Risk Management>Compliance; Finance & Investments>Investments; Financial Reporting & Accounting>Tax accounting
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Proposed NAIC RBC C1 Factors for Life Insurers: Impact on Portfolio Optimization?
2017 Issue 70 Risks & RewardsISSUE 70 AU G U ST 2 01 7 Proposed NAIC RBC C1 Factors for Life ... portfolio optimization case study then utilizes the U.S. life industry data to illustrate key differences ...- Authors: Tobias Gummersbach, Mark Yu
- Date: Aug 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Actuarial Profession>Professional associations; Finance & Investments>Asset allocation; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments
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An Introduction to Private Equity and Infrastructure Investing
By George Eknaian 35 Inflation vs. Deflation (U.S. vs. Europe/Japan) By Allan Levin 37 Risks & Rewards ... Crossword Puzzle By Warren Manners IS S U E 6 6 A U G U S T 2 0 1 5 INVESTMENT SECTION An ...- Authors: David Rogers, John W. Gray
- Date: Aug 2015
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Finance & Investments>Investments
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Investments and Investors - A Disability Perspective
Disability Insurance, Investments Moderator: RICHARD S. MATTISON Panelists: LEE A. HERDLE† JEFFREY RYAN ... evaluated for risk profile and other issues. Mr. Richard S. Mattison: Our topic is individual disability income ...- Authors: Richard S Mattison, Jeffrey Schuman, Lee A Herdle
- Date: Jun 1996
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Health & Disability>Disability insurance
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Fossil Fuel Replacement Will Take Longer Than We think
energy. Data on electricity generation from the U.S. Energy Information Administration2 shows that in ... electric vehicles made up just over 1 percent of the U.S. market.5 Even if electric vehicles become cost- ...- Authors: James Kosinski
- Date: Aug 2018
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Risks & Rewards
- Topics: Economics>Macroeconomics; Enterprise Risk Management>Strategic risks; Finance & Investments>Asset allocation; Finance & Investments>Investments
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Investing in the Far East
Investing in the Far East Summary of a speech given by Raymond Chang, the chairman of the board of ... raise the value of the RMB in comparison to the U.S. dollar. However, that will not happen, as long ...- Authors: Paul Chow
- Date: Jul 2005
- Competency: Strategic Insight and Integration>Strategy development
- Publication Name: International News
- Topics: Finance & Investments>Investments
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The Impact of Deep Learning on Investments
Review, May 31, 2015, https://www.technologyreview.com/s/537806/ deep-learning-catches-on-in-new-industrie ... cles/2015-05-20/the-10-hedge-fund-supercomputer-that-s-sweeping-wall-street. 10 https://www.narrativescience ...- Authors: Syed Danish Ali
- Date: Jul 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Predictive Analytics and Futurism Newsletter
- Topics: Finance & Investments>Investments; Technology & Applications>Analytics and informatics