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Market Conduct Issues for Small Companies
Market Conduct Issues for Small Companies Panelists discuss the implications of marketing ethics on smaller companies as they relate to large company sales practice litigation. From the Record of ...- Authors: David A Christopher, Norma Y Christopher, Scott J Cipinko, Wayne A Schrader
- Date: Oct 1997
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A? In session 75 PD of the New York Annual Meeting panelists explore practical considerations of maintaining compliance with ...- Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Impact of Regulatory Uncertainty on Product Innovation
Impact of Regulatory Uncertainty on Product Innovation From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999, panelists discuss ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2
Impact of Regulatory Uncertainty on Product Innovation: Charts 1-2 From session 63 PD at the Spring regional meeting of the Society of Actuaries held in Atlanta, Georgia, May 24-25, 1999 Impact ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Give Me Some Credit! The 50-Year History of Credit Regulation
Give Me Some Credit! The 50-Year History of Credit Regulation This presentation, session number 103PD, took place at the 1999 Annual Meeting of the Society of Actuaries, held October 17-20 in ...- Authors: Robert J Butler, Gary T Fagg, William F Burfeind, Bruce Camacho
- Date: Oct 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Disability insurance; Life Insurance; Public Policy
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Individual Life Products in the Employee Market
Individual Life Products in the Employee Market This 1978 session focused on Individual Life Products in the Employee Market. Topics included: 1. What is the current status of the Section 79 ...- Authors: Robert Paul Brady, Ronald E Ryan, Thomas C Sutton, John H Stigaard
- Date: Jun 1978
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Legal Notes
Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: 1. GROUP ANNUITY CONTRACTPERPETUAL OBLIGATION: Freeport Sulphur Company v. Aetna Life ...- Authors: B. M. Anderson
- Date: Oct 1953
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
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Tax Implications of Applying Principles-Based Reserves Retroactively
Tax Implications of Applying Principles-Based Reserves Retroactively This article explores the complexities and potential problems with respect to tax reserves that could result from a ...- Authors: Kory Olsen
- Date: May 2006
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
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Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Mortality rates=Mortality ...- Authors: Craig R Springfield
- Date: Mar 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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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 mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...- Authors: Application Administrator, Craig R Springfield
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy