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  • Automatic Waivers and Other Waivers Under New IRC § 7702 and § 101f Correction Procedures

    Automatic Waivers and Other Waivers Under New IRC § 7702 and § 101f Correction Procedures This article is a discussion about automatic waivers and the corresponding procedures under IRC ...

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    • Authors: Stephen P Dicke
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • From the Editor

    From the Editor A look back on the 25th anniversary of the 1984 Tax Act DEFRA and newly proposed regulations and legislation to raise tax revenue. Taxes=Taxation; 11591 9/1/2009 12:00:00 AM ...

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    • Authors: Brian King
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • It's about Basis ... and Moore

    It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable gain in life insurance contracts. Individual life plans;Life insurance;Internal Revenue ...

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    • Authors: Bryan W Keene
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Life Insurance

  • Conseqeunces of Insurance Business or Company Acquisitions

    Conseqeunces of Insurance Business or Company Acquisitions Description of general tax consequences of purchasing an insurance company, either through buying the assets or buying the stock. Taxes= ...

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    • Authors: Gary Vogel, Kristie Khaw
    • Date: Jun 2015
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: General Insurance (Property & Casualty); Life Insurance

  • It’s Time to Give More Focus to Risk Control

    It’s Time to Give More Focus to Risk Control Against a background of recent capital market downturns, this article discusses the need for increasing the focus on risk control with respect to ...

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    • Authors: Patrick Reinkemeyer
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risks & Rewards
    • Topics: Life Insurance

  • VM-31 - Modifications and findings for 2020 PBR reports

    VM-31 - Modifications and findings for 2020 PBR reports This article summarizes the key changes to VM-31 requirements in the 2020 version of the Valuation Manual for both life and variable ...

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    • Authors: Angela McShane, Benjamin Slutsker, Rachel Hemphill
    • Date: Jul 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life

  • The Feeling Was Not Mutual

    The Feeling Was Not Mutual This article discusses the conflicting opinions surrounding proposed 1998 legislation that would have authorized mutual life insurance companies in New York to ...

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    • Authors: Edward J Slaby
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy

  • Catastrophe Risk Management Options for the Smaller Insurance Company

    Catastrophe Risk Management Options for the Smaller Insurance Company This article discusses how catastrophe risk poses a unique challenge for smaller life insurers. Catastrophic risk;Life ...

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    • Authors: David A Rains, James S Eggert
    • Date: Jun 2009
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Small Talk
    • Topics: Life Insurance; Reinsurance>Catastrophe reinsurance

  • 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 ...

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    • 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

  • Product Matters! February 2020

    Product Matters! February 2020 Read the February 2020 issue of Product Matters! published by the Product Development Section. Newsletters provide practical information for the working actuary, ...

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    • Authors: Society of Actuaries
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance
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