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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 ...- 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
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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 ...- 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
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Multiple Life Plans
primarily used to offset these estate taxes. The primary sales thrust with a second-to-die policy is the ... buy this. When the first one dies, you're taken care of." In more up-market ,sales,that sort of sales ...- Authors: Anne Katcher, Carol A Marler, Philip Polkinghorn, Mark Jamilkowski, John J O'Connell
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance
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Technology and the Small-Company Actuary
into the branch bank and sits down at a PC and has direct on-line communication with a product specialist ... sold through the Internet. Two others have begun direct sales through the Internet and accept on-line payment ...- Authors: Carol A Marler, William Zehner, Jeanne Carbone, Jeffrey M Robinson, Tom McDonald
- Date: May 1996
- Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Technology & Applications
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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 ...- 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