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  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • Then and Now
    Then and Now The author uses a reprint of an article from the very first edition of the “News from the Individual Life Insurance and Annuity Product Development Section” and assistance from the ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy
  • How Changes in U.S. Statutory Reserve Regulations Could Impact Term Insurance Pricing
    How Changes in U.S. Statutory Reserve Regulations Could Impact Term Insurance Pricing Recent and upcoming changes to U.S. statutory reserving rules are expected to impact term insurance prices.

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    • Authors: Kelly Rabin, Daniel Rueschhoff
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Product Trends Around the World
    Product Trends Around the World The world around us keeps changing F.A.S.T. propelling life insurance companies to respond with F.R.E.S.H. product solutions. Global markets;Life insurance;Product ...

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    • Authors: Joshua Dobiac, Elena Stoyanova Tonkovski
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Global Perspectives>Global markets; Life Insurance>Product development - Life Insurance
  • The Glass is Half Full!
    The Glass is Half Full! Letter from the Chair of the Product Development Council. Challenging times bring opportunities. Today's low interest environment is a rallying cry for our industry ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Impact of VM-20 on Product Development
    Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • IRS Updates Post-Age-100 Guidance
    IRS Updates Post-Age-100 Guidance The articles describes Revenue Procedure 2018-20, providing historical background as well as discussing the content of the new procedure. tax accounting;Product ...

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    • Authors: John Adney
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Product development - Life Insurance
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