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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 ...

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    • 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
  • The Value of the Sentinel Effect Revisited
    The Value of the Sentinel Effect Revisited The sentinel effect in the underwriting process refers to ... to the tendency for unhealthy individuals to apply for insurance coverage where testing is not performed ...

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    • Authors: Application Administrator
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Annuity Nonforfeiture:The Sound of Falling Rates
    Annuity Nonforfeiture:The Sound of Falling Rates Discussion of NAIC efforts to amend the annuity nonforfeiture ...

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    • Authors: Application Administrator
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Public Policy
  • Product Matters! July 2003, Issue No. 56
    Product Matters! July 2003, Issue No. 56 Full version of Product Matters! July 2003, Issue No. 56. 26141 ...

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    • Authors: Application Administrator, William Carroll, James W Dallas, Douglas Doll, Thomas E Norton, W Howell Pugh, Robert Grotyohann, Douglas Robbins, Adrian R Pask, Jeremy Bill
    • Date: Jul 2003
    • Publication Name: Product Matters!
  • 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 ... Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash Surrender ...

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    • 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
  • Product Matters! November 2003, Issue No. 57
    Product Matters! November 2003, Issue No. 57 Full version of Product Matters! November 2003, ... Matters! November 2003, Issue No. 57 Full version of Product Matters! November 2003, Issue No. 57. 26142 ...

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    • Authors: Application Administrator, Douglas Doll, Douglas A Eckley, Larry M Gorski, Vincent Granieri, Sam Gutterman, David Simbro, David G Whittemore, Kevin J Howard, Novian Junus, Tracey Polsgrove, Van Beach
    • Date: Nov 2003
    • Publication Name: Product Matters!
  • Blazing Trails—Using Patents to Recover the Cost of Innovation
    Blazing Trails—Using Patents to Recover the Cost of Innovation A discussion of how patents can ... Recover the Cost of Innovation A discussion of how patents can be used to recover the cost of innovation ...

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    • Authors: Application Administrator
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Product Matters! November 2002, Issue No. 54
    Product Matters! November 2002, Issue No. 54 Full version of Product Matters! November 2002, ... Matters! November 2002, Issue No. 54 Full version of Product Matters! November 2002, Issue No. 54. 26139 ...

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    • Authors: Application Administrator, Douglas Doll, Jay Jaffe, Michael Kaster, Daniel Theodore, Susan Kimball, Michael Taht, Mary J Bahna-Nolan, Andrew M Erman, John J Spina
    • Date: Nov 2002
    • Publication Name: Product Matters!
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable ... charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 I.R.B. 596 of October 12, 2004 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Passing the Baton
    Passing the Baton Farewell comments by Noel J. Abkemeier at the end of his term as Chairperson of the Product ... highlights of successes of the Section and thank you's to significant contributors to the Section.

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    • Authors: Application Administrator
    • Date: Nov 2003
    • Competency: Professional Values>Practice expertise
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional associations