Refine your search
1 - 10 of 15 results (0.8 seconds)
Sort By:
  • Current Topics for Individual Life and Annuity Product Development
    new-money yield rates available, the nascent long-term-care-insurance [LTCI] and accelerated death benefit [ADB] ... Actuaries, Vol. 14, No. 2. Group life plans;Long-term care insurance=LTCI;Taxes=Taxation;Universal life; 16110 ...

    View Description

    • Authors: Harold G Ingraham, Walter N Miller, Jesse M Schwartz, Richard Wong
    • Date: May 1988
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
    Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside ... benefits=GMIB;Life insurance;Longevity;Long-term care insurance=LTCI;Marketing and distribution;Payout ...

    View Description

    • Authors: Steve Cooperstein
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
  • Competitors to the Life Insurance Industry
    bro- ker/dealer firms, and, to a lesser extent, direct marketing and fee-based financial planners. ... The market has no people involved since it is a direct technology network between buyers and sellers of ...

    View Description

    • Authors: John Fenton, John Hele, Richard Charles Murphy, Michael Taht, Martin Rasmussen
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • Accounting For Interest-Sensitive Products
    FASB. There is a faction that believes that the primary purpose of financial statements is to reflect ... of the other board factions believes that the primary purpose of financial statements is to be meaningful ...

    View Description

    • Authors: B F Dunn, Charles D Friedstat, Daniel J Kunesh, Linda S Need
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance>Universal life
  • Federal Income Taxes - Insured And Annuitant Perspective
    level playing fields, and stock/mutual was the primary field it was concerned about. The stock companies ... loans and withdrawals is just about as bad as a direct tax on inside build-up. Others take a more moderate ...

    View Description

    • Authors: Application Administrator, David Carlson, Stephen C Eldridge, Douglas N Hertz, Andrew D Pike, Virgil Wagner
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Public Policy
  • In the Beginning ... How Are Nonqualified Annuities Taxed?
    individual, the statute’s rules apply as if the “primary annuitant” were the owner, and if the annui- tant ... investment income tax” imposed by the 2010 health care legislation. The tax under section 1411 applies ...

    View Description

    • Authors: John Adney
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Annuities; Public Policy
  • Life Insurance Firms in the Retirement Market: Is the News All Bad?
    share from 26 percent to 37 variable annuities, direct insurance percent. company sales are slipping. ... important points. For example, well- reports that direct sales of variable known publications such as Best’s ...

    View Description

    • 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
  • Individual Life Insurance Product Design Under Conditions of Inflation
    feeling for market segmentation is unquestionably of primary importance. Without it further analysis may not ... the market loan policy loan interest rate and the direct recognition of policy loans on individual policies ...

    View Description

    • Authors: Allan Affleck, Charles L Edris, Wilfred A Kraegel, Alan C Snyder
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Annuity Financial Reporting Issues
    in a separate account. The policyholder doesn't direct the allocation of any investments, and all the ... international accounting standards. Why should you care about international accounting standards? By 2005 ...

    View Description

    • Authors: Robert Frasca, Michael J O'Connor, Timothy J Ruark
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting
  • Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It?
    if the tax system is changed, this could have a direct effect on the tax burden that individuals and companies ... combine health protection products such as long-term care with life insurance and annuities, which Life ...

    View Description

    • Authors: Christian J DesRochers, Marilyn Brown, Craig R Springfield
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy