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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    manner to support holding life insurance for one’s lifetime. In short, the enacted rules were not designed ... 2020 by President Trump (the “Act”).[8] The Act’s changes apply to contracts issued after Dec. 31, 2020 ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • Life and Casualty Company Organization for the 1980's
    Life and Casualty Company Organization for the 1980's This 1981 session focused on Life and ... 1980's This 1981 session focused on Life and Casualty Company Organization for the 1980's.

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    • Authors: Jack V Masterman, C Norman Peacor, C David Silletto, Frank W. Barsalou
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Whole life; Public Policy; Technology & Applications
  • C-3 Risk and Liability Hedging
    the actual interest rate being credited, the mortality being charged, or the expenses being assessed ... results are credible. We have not yet done that. Table 1 illustrates the excess-lapse function for the ...

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    • Authors: William Britton, Douglas Doll
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • Modeling the Participating Whole Life Division
    traditional three-factor formula. The interest and mortality components are calculated using tax-reserve factors; ... policy reserves when calculating the interest and mortality components. In short, the conditions necessary ...

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    • Authors: Allan Brender
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Whole life; Modeling & Statistical Methods; Public Policy
  • The Future of Permanent Life Insurance
    The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 This discussion ... renewable term=Yearly renewable term=YRT;Life and annuity expenses; 15273 5/1/1981 12:00:00 AM ...

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    • Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy