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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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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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New York’s Revised Expense Limitation Law
New York’s Revised Expense Limitation Law A discussion of the 1998 changes to New York’s Expense Limitation Law Commissions; 10421 10/1/1998 12:00:00 AM ...- Authors: John Fenton, Douglas French, Jonathan Hecht
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Expenses - Life Insurance; Public Policy
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Summary of the September 2008 NAIC Meeting
Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting held in September of 2008. Annuity reserves;International Accounting Standards=IAS;Principles-based approach=PBA; ...- Authors: Donna Claire
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Return Of Premium Term—Implications of a New Actuarial Guideline
Return Of Premium Term—Implications of a New Actuarial Guideline Discussion of an Actuarial Guideline dealing with the regulation of minimum cash values for return of premium term, a new product ...- Authors: Dominique Lebel
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Term life; Public Policy
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Whither the Variable Annuity?
Whither the Variable Annuity? A discussion of how the tax law changes of 2003 might affect the attractiveness of variable annuity business relative to mutual funds and direct investments in ...- Authors: Douglas A Eckley
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Public Policy