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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 ...

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    • Authors: Laura Knapp
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • 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 ...

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    • Authors: Larry Hersh
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • 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 ...

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    • Authors: Scott Houghton
    • Date: Feb 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Life Insurance; Public Policy; Public Policy
  • 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 ...

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    • Authors: Jeffrey Stabach, Brian King, Philip Ferrari
    • Date: Dec 2020
    • Competency: Results-Oriented Solutions
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy