Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Editor’s Column

    Editor’s Column Editor’s column addressing the contents of the September 2009 issue of the Marketing and Distribution Section Newsletter, NewsDirect. N/A; 4294979448 9/1/2009 12:00:00 AM ...

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    • Authors: Nancy Manning
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Actuarial Profession
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 1/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Federal Tax Issues Under the 2001 CSO Mortality Tables

    Federal Tax Issues Under the 2001 CSO Mortality Tables Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Life reserves;Mortality rates=Mortality tables=Death ...

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    • Authors: Application Administrator, John J Spina
    • Date: Nov 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Weathering the Interest Rate Storm

    Weathering the Interest Rate Storm A discussion about how insurance companies weathered the storm of low interest rates in 2003. Deferred annuities;Discount rates=Interest rates; 10475 11/1/2003 ...

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    • Authors: Application Administrator, Susan Saip
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities
  • 2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees

    2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees Discusses the results of the SOA’s 2009 UL secondary guarantee study conducted by the ...

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    • Authors: James Reiskytl
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees
  • IRS Third-Party Summonses - Negotiated Cooperation Usually is the Best Approach

    IRS Third-Party Summonses - Negotiated Cooperation Usually is the Best Approach A discussion of third-party summons, particularly those issued in promoter examinations. Satisfaction of the ...

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    • Authors: Samuel A Mitchell
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Standards of practice
  • 2012–2013 Priority Guidance Plan—What’s in It for Life Insurance Companies?

    2012–2013 Priority Guidance Plan—What’s in It for Life Insurance Companies? A summary discussion of those items listed in the 2012-2013 Priority Guidance Plan issued by the IRS and Treasury that ...

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    • Authors: Susan Hotine
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
  • Then and Now

    Then and Now The author uses a reprint of an article from the very first edition of the “News from the Individual Life Insurance and Annuity Product Development Section” and assistance from the ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy
  • Project Management: Sticky Situations Series: Topic 2—Change the Not-So-Innocent Enemy

    Project Management: Sticky Situations Series: Topic 2—Change the Not-So-Innocent Enemy Topic 2 of Project Management: Sticky Situations discusses the potential dangers associated with requested ...

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    • Authors: Doris Orr
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices
  • ORSA 101 for Health Actuaries

    ORSA 101 for Health Actuaries This article provides an overview of the Own Risk and Solvency Assessment (ORSA) model act, and of enterprise risk management (ERM). Compared to other actuarial ...

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    • Authors: Daniel Perlman, Douglas Norris
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: Health Watch
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks