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  • Federal Income Tax: Policyholder Issues
    Federal Income Tax: Policyholder Issues This session discussion is about Federal Income Tax, policy ... Society of Actuaries Vol. 15, No. 2. Long-term care=LTC;Mortality rates=Mortality tables=Death rates ...

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    • Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
    • Date: May 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Public Policy
  • Funding Vehicles and Administration for Pension Plans with 10 to 50 Lives
    call a "direct rated deposit administration group annuity contract." The reason we call it "direct rated" ... reduced interest rate. The deposit fund is charged a direct expense charge. This charge is intended to cover ...

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    • Authors: Edward T Forte, Loyd Hopper, Carol A Marler, Richard A Winkenwerder
    • Date: Jun 1978
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Pensions & Retirement>Private sector plans
  • Term Insurance: New York Regulation 147 and the NAIC's XXX
    can be used. Another optional exemption is for direct sales of attained-age YRT products. Once you've ... now aNew York law; effected January 1, 1994 for direct writers and January 1, 1995 for reinsurers. The ...

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    • Authors: Johan Lotter, Carol A Marler, Timothy Pfeifer
    • Date: Oct 1995
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Public Policy