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NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of ...- Authors: Laura Knapp
- Date: Apr 2024
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
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7702A Reduction in Benefits Testing: A Simplified Approach
7702A Reduction in Benefits Testing: A Simplified Approach This article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided for ...- Authors: Larry Hersh
- Date: May 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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Effective Systemic Risk Management for the Insurance Industry
Effective Systemic Risk Management for the Insurance Industry The problem and largest challenge with systemic risk identification and management is that high-risk activities and high-risk ...- Authors: Scott Houghton
- Date: Feb 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Risk Management
- Topics: Life Insurance; Public Policy; Public Policy
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Taxation for M&A and Reinsurance, Part 2: Product Considerations
Taxation for M&A and Reinsurance, Part 2: Product Considerations The article focuses on the policyholder tax considerations specific to various types of contracts sold by life insurance ...- Authors: Jeffrey Stabach, Brian King, Philip Ferrari
- Date: Dec 2020
- Competency: Results-Oriented Solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy