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Investor Control: Will You Know It When You See It?
Know It When You See It? On June 30, 2015, the U.S. Tax Court reaffirmed the viability of the Investor ... Control Doctrine, as explained and applied by the U.S. Tax Court in Webber, and considers some of the open ...- Authors: Ann Cammack, Frederic Gelfond
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Product Matters!, August 2020, Issue 118
rights reserved. PRODUCT MATTERS! | 1 Managing Mortality Costs Within COLI/BOLI Programs By Matthew B ... strategies for minimizing exposures to excessive mortality-related costs. In our previous article we described ...- Authors: Society of Actuaries
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance
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Product Matters!, April 2020, Issue 116
IDI sales are a fraction of life in- surance and annuity sales and represent only single-digit market penetration ... of Individual Disability Insurance ENDNOTES 1 U.S. Individual Disability Market Survey: Summary of ...- Authors: Society of Actuaries
- Date: Apr 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance
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Product Matters!, June 2020, Issue 117
which treatments could not be provided. Declines in U.S. Treasury rates have meant that insurers will be ... during the application process to assess the mortality risks of individual applicants. The two largest ...- Authors: Society of Actuaries
- Date: Jun 2020
- Publication Name: Product Matters!
- Topics: Life Insurance
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Small Talk, June 2020
indirectly, assumptions related to morbidity, mortality, asset values, interest rates, behavioral assumptions ... Do payout annuities really offer an internal mortality hedge against life insurance policies? Can an ...- Authors: Society of Actuaries
- Date: Jun 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance
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Small Talk, September 2020, Issue 54
deaths and transmission rates. Today, the actual U.S. death count has surpassed the higher projection ... extra high mortality, even as high as 50 percent. We continued the discussions about mortality and morbidity ...- Authors: Society of Actuaries
- Date: Sep 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance
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NewsDirect, September 2019, Issue 79
By Dameon Wilson News Direct News DirectISSUE 79 S EP TE M B ER 2 01 9 SEPTEMBER 2019 NEWS ... Brendan Costello, FSA, CERA, MAAA 2019 Life and Annuity Symposium Coordinator Kamran Malik, ASA, MAAA ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance
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NewsDirect, July 2020, Issue 81
Through AI: Real-World Examples By Mike Prendes A s professionals, actuaries often hear of the enormous ... hearsay. Last year, 1,356 AI-related startups in the U.S. raised a record $18.5 billion, according to the ...- Authors: Society of Actuaries
- Date: Jul 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: News Direct
- Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance