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Notice 2004-61: Guidance on Mortality under IRC Section 7702
Notice 2004-61: Guidance on Mortality under IRC Section 7702 Small Talk Newsletter, June 2005, Issue No. 24. Last fall, the Internal Revenue Service IRS released Notice 2004-61, 2004-41 I.R.B.- Authors: Application Administrator, Craig R Springfield
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
A Relatively Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling 2005-6. This ruling provides formal guidance on how to treat family ...- Authors: Edward Robbins
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Public Policy
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Entering the Equity-Indexed Market through Alliances
Entering the Equity-Indexed Market through Alliances This article discusses how small insurance companies can get into the complex equity indexed market by using alliances wherein there is one ...- Authors: Jerry Enoch
- Date: May 1998
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities>Equity-indexed annuities; Life Insurance
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Modeling Mortality in Life Insurance Applicants
Modeling Mortality in Life Insurance Applicants This article is the first in a series of articles on insurance applicant mortality risk analytics. From Small Talk Newsletter, Issue 37, January ...- Authors: James Palmier, Brian Jason Lanzrath
- Date: Jan 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Modeling & Statistical Methods
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Product Development Consideration for a Simplified Issue Product
Product Development Consideration for a Simplified Issue Product Recently, there has been an increase in the product development of simplified issue products in the United States. In the past two ...- Authors: Edward Hui
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance
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Don’t Forget Your Reinsurer Revisited –15 Years Later
Don’t Forget Your Reinsurer Revisited –15 Years Later The article was written to address a concern that the author had that reinsurance considerations were being relegated to the back of the ...- Authors: Philip Velazquez
- Date: Nov 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance; Reinsurance
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T3: TAXING TIMES Tidbits
The Tidbit discuss a Revenue Ruling IRS issued to update its position on sales of Life Insurance Contracts ...- Authors: Mayowa Dauda, Mark Smith
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance
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Sanity in an Insane World
Sanity in an Insane World This article discusses how small companies, by staying simple and focused and not taking immeasurably disastrous risks, bring sanity to an insane world. Asset valuation; ...- Authors: Christopher Hause
- Date: Jun 2009
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance
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PBR Considerations and Benefits for Smaller Insurance Companies
After years of discussion and debate, PrinciplesBased Reserving (PBR) is finally a reality. Small insurance companies have a unique opportunity to decide between electing for the company-wide ...- Authors: Alixandra Balestra, Calvin Y K Yeung, Jeffery Stroller
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance
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An Introductionto Simplified Issue
An Introductionto Simplified Issue This article explores Simplified Issue SI as a product. There is a small-company slant toward SI whole life because the vast majority of my experience with SI ...- Authors: Michael Agan
- Date: Jun 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance