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Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...- Authors: Application Administrator, Alison R Peak
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Is This Correction Good For Life Insurance
Is This Correction Good For Life Insurance This article discusses the potential impact that low interest rates can have on the Life Insurance industry, even if they occur for a short period of ...- Authors: Rostislav Zilber
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Investment strategy - Annuities; Life Insurance>Investment strategy - Life Insurance
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The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry
The Possible Effects of Negative Interest Rates on the U.S. Life Insurance Industry Impact of low and negative interest rates on various aspects of insurer operations including product ...- Authors: Simpa Baiye, Richard de Haan
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: Product Matters!
- Topics: Finance & Investments>Asset liability management; Finance & Investments>Portfolio management - Finance & Investments
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Life Insurance Firms in the Retirement Market: Is the News All Bad?
Life Insurance Firms in the Retirement Market: Is the News All Bad? A discussion of where insurance companies and their products fit in the retirement asset market and trends over the past few ...- Authors: PAUL HOFFMAN, Anthony M Santomero
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities; Pensions & Retirement; Pensions & Retirement>Defined benefit plans; Public Policy
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At Last — A Permanent MEC Correction Procedure
At Last — A Permanent MEC Correction Procedure Revenue Procedure 2001-42 Rev. Proc. 2001-42, established a permanent avenue for companies to correct inadvertent modified endowment contracts, or ...- Authors: David Miller, Brian King
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits
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What’s New In Research?
What’s New In Research? Discussion of recent Society of Actuaries sponsored research. Longevity;Marketing and distribution;Mortality modeling;Online insurance sales=Automated underwriting; ...- Authors: Ronora Stryker
- Date: Oct 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Actuarial Profession>Best practices
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Term Life Insurance Market Update
Term Life Insurance Market Update Summary of 2017 Milliman broad- based survey on term life insurance, providing benchmarking for carriers active in the term life market. Life insurance;Product ...- Authors: Susan Saip
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Term life
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Weathering the Interest Rate Storm
Weathering the Interest Rate Storm A discussion about how insurance companies weathered the storm of low interest rates in 2003. Deferred annuities;Discount rates=Interest rates; 10475 11/1/2003 ...- Authors: Application Administrator, Susan Saip
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities>Fixed annuities
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Regulators Respond to Industry “Innovation” Through Guideline AXXX
Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 1/1/2002 12:00:00 AM ...- Authors: Mary J Bahna-Nolan
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Federal Tax Issues Under the 2001 CSO Mortality Tables
Federal Tax Issues Under the 2001 CSO Mortality Tables Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Life reserves;Mortality rates=Mortality tables=Death ...- Authors: Application Administrator, John J Spina
- Date: Nov 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting>Tax accounting