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Legal Notes
Legal Notes This section presents and summarizes major insurance-related legal cases of 1958. From Transactions of Society of Actuaries 1958, Vol. 10, No. 28. Marketing and ...- Authors: B. M. Anderson
- Date: Oct 1958
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Variable annuities; Health & Disability>Health insurance; Life Insurance
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Variable Products – Unique Pricing Problems
Variable Products – Unique Pricing Problems Panelists [1] provide a market update on variable universal life [VUL] and single-premium variable life insurance [SPVLI], and also discuss: [2] new ...- Authors: Mary Ann Brown, William E Connor, Gene Eckstut, Alan F Hinkle, John M O'Sullivan
- Date: Oct 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits A discussion of, first, the three-year transition period for adopting principle-based reserves and how it might not apply to tax reserves, and second, the tax impact of ...- Authors: Kory Olsen, Peter Winslow
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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Insurance for the Wealthy: Private Placement
Insurance for the Wealthy: Private Placement This session 104PD of the Toronto Spring Meeting examines that there is a lot of talk about private placement life insurance, sold both offshore and ...- Authors: Mark S Reilly, Nancy Kenneally, Josephine Cicchetti
- Date: Jun 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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T3: Taxing Times Tidbits
T3: Taxing Times Tidbits Tidbits include discussions about: Policy loans in excess of cost basis, treatment of loss adjustment expenses, LAE, for life insurance companies, and separate account ...- Authors: Daniel Stringham, Peter Winslow, Joseph F McKeever
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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Surprising Investor Control Advice from IRS
Surprising Investor Control Advice from IRS The IRS believes that any segregated asset account comprised of a pool of individual securities will run afoul of the investor control doctrine. This ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: May 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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Variable Products - The Product for the 1990s?
Variable Products - The Product for the 1990s? 1993 SOA Spring Meeting, Boston. This session discussion is about the market potential, growth potential, distribution trends, and SEC oversight ...- Authors: John Fenton, John G Vrysen, Kevin F Leavey, W Randolph Thompson, Robert J Bethoney
- Date: May 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Variable Products Update
Variable Products Update Panelists discuss SEC and state regulatory developments, variable-market sales and distribution trends, profitability of variable products, and the variable insurance ...- Authors: Mary Ann Brown, John Hele, Timothy Pfeifer, Stephen E Roth, A Michael Lipper
- Date: May 1988
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Variable annuities; Life Insurance
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Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures
Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...- Authors: Bryan W Keene, Joseph F McKeever
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Variable annuities; Life Insurance; Public Policy
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IRS Rules Lifecycle Funds Comply with Investor Control Doctrine
IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...- Authors: Bryan W Keene
- Date: Sep 2011
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Life Insurance