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  • Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
    trans- action is applied to the policy. Avoiding direct references to detailed product specifics (like ... early distributions, 1035 exchanges, or Long Term Care rider charges, for example. Form 1099-R and the ...

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    • Authors: Scott Koehler
    • Date: Oct 2017
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
  • Captive Evaluation in Reserve Mechanical
    capitalization of $100,000. From 2008–10, Reserve issued direct written insurance policies including coverage ... underwriting stop- loss endorsement that applied to all direct written policies that Reserve issued. Pursuant ...

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    • Authors: Jean Baxley, Catherine Moore
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Working Through Uncertainty
    jurisdictions totaling greater than 75% of the relevant direct premiums written.” This statement is clarified ... Committee) or the Health Insurance and Managed Care (B) Committee (B Committee) will consider any Valuation ...

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    • Authors: Cindy Barnard, Housseine Essaheb, Sheryl Flum, James Van Etten, Peter Winslow
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
  • Taxing Times | February 2018 | Volume 14, Issue 1
    jurisdictions totaling greater than 75% of the relevant direct premiums written.” This statement is clarified ... Committee) or the Health Insurance and Managed Care (B) Committee (B Committee) will consider any Valuation ...

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    • Authors: Society of Actuaries
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
  • The Scope of Reserve Valuation Rules Used to Compute Life Insurance Reserves Defined In Section 816(b)
    The Scope of Reserve Valuation Rules Used to Compute Life Insurance Reserves Defined In Section ... premium, guar- anteed renewable, group long-term care policies that cover certain costs for individuals ...

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    • Authors: Emanuel Seth Burstein
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
  • Guideline Premium Forceouts
    Guideline Premium Forceouts This article describes the potential effects of a Guideline Premium ... not within the scope of the owner’s contract, care must be taken to not cross the line and assume that ...

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    • Authors: Lawrence Hersh
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
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