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  • Session 061: What Industry Data Tells Us About Policyholder Behavior

    Session 061: What Industry Data Tells Us About Policyholder Behavior This session meets the needs of life insurance actuaries who are focused on experience studies, assumption setting, and/or ...

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    • Authors: Aisling Bradfield, Lisa Seeman, Colin Sproat
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance; Life Insurance>Product development - Life Insurance
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A

    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Section 7702f2A This article reviews the definition of “cash surrender value” in ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • NewsDirect, July 2020, Issue 81

    NewsDirect, July 2020, Issue 81 Read the July 2020 issue of NewsDirect published by the Marketing & Distribution Section. Newsletters provide practical information for the working actuary, ...

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    • Authors: Society of Actuaries
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”

    IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies” A discussion of the proposed safe harbor with respect to calculations for contracts where the insured reaches age 100. Internal ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • 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.

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    • 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
  • 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 ...

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    • 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
  • Serving Up Life Insurance Products to the Middle Market

    Serving Up Life Insurance Products to the Middle Market Discusses the middle market for life insurance and the types of insurers and products in it. Middle market; 32339 10/1/2010 12:00:00 AM ...

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    • Authors: Winston Hall
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • 2017 Canadian Reinsurance Conference—Talkin’ ‘Bout Our REvolution …

    2017 Canadian Reinsurance Conference—Talkin’ ‘Bout Our REvolution … description of theme of the 2017 Canadian Reinsurance Conference Life insurance;Life reinsurance;Online insurance ...

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    • Authors: Gautam
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge; Leadership; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Reinsurance
  • In Search of the Industry’s Holy Grail: Penetrating the Middle Market

    In Search of the Industry’s Holy Grail: Penetrating the Middle Market This whitepaper authored byWalter Zultowski, PhD looks further into how companies might use the result of the Phase 1 study ...

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    • Date: Nov 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • 2013 Survey of Lapse and Mortality Experience

    2013 Survey of Lapse and Mortality Experience This web page describes the new 2013 Survey of Lapse and Mortality Experience report. Life Insurance;mortality assumption;Lapse rates=Lapses ...

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    • Authors: Society of Actuaries
    • Date: Nov 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance