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A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
A Relatively Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling 2005-6. This ruling provides formal guidance on how to treat family ...- Authors: Edward Robbins
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Notice 2004-61: Guidance on Mortality under IRC Section 7702
Notice 2004-61: Guidance on Mortality under IRC Section 7702 Small Talk Newsletter, June 2005, Issue No. 24. Last fall, the Internal Revenue Service IRS released Notice 2004-61, 2004-41 I.R.B.- Authors: Application Administrator, Craig R Springfield
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Reworking The ABC’s of XYZ
Reworking The ABC’s of XYZ Reworking The ABC’s of XYZ by Tom Kalmbach from Small Talk Newsletter, November 2002, Issue No. 19. Cash value;Insurance valuation tables; 11159 11/1/2002 12:00:00 AM ...- Authors: Tom Kalmbach
- Date: Nov 2002
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Entering the Equity-Indexed Market through Alliances
Entering the Equity-Indexed Market through Alliances This article discusses how small insurance companies can get into the complex equity indexed market by using alliances wherein there is one ...- Authors: Jerry Enoch
- Date: May 1998
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities>Equity-indexed annuities; Life Insurance
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Modeling Mortality in Life Insurance Applicants
Modeling Mortality in Life Insurance Applicants This article is the first in a series of articles on insurance applicant mortality risk analytics. From Small Talk Newsletter, Issue 37, January ...- Authors: James Palmier, Brian Jason Lanzrath
- Date: Jan 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Modeling & Statistical Methods
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Product Development Consideration for a Simplified Issue Product
Product Development Consideration for a Simplified Issue Product Recently, there has been an increase in the product development of simplified issue products in the United States. In the past two ...- Authors: Edward Hui
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance
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LHATF Exposes Revised Regulation XXX
LHATF Exposes Revised Regulation XXX This article presented excerpts taken from a 1998 newsletter of the National Alliance of Life Companies regarding XXX. The topics covered included possible ...- Authors: Society of Actuaries
- Date: Dec 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Term life
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Description of the Development Process for the 2003 GRET Factors
Description of the Development Process for the 2003 GRET Factors This article provides a description of the development process for the 2003 GRET factors. The results were also presented and ...- Authors: Timothy J Harris
- Date: Nov 2002
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Experience Studies & Data; Life Insurance>Expenses - Life Insurance
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Don’t Forget Your Reinsurer Revisited –15 Years Later
Don’t Forget Your Reinsurer Revisited –15 Years Later The article was written to address a concern that the author had that reinsurance considerations were being relegated to the back of the ...- Authors: Philip Velazquez
- Date: Nov 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Reinsurance
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T3: TAXING TIMES Tidbits
The Tidbit discuss a Revenue Ruling IRS issued to update its position on sales of Life Insurance Contracts ...- Authors: Mayowa Dauda, Mark Smith
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance