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  • Progress Towards a New Approach to Regulatory Reserving and Required Capital

    Progress Towards a New Approach to Regulatory Reserving and Required Capital This article examines the changes in U.S. regulatory reserve and risk-based capital requirements that will ...

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    • Authors: Larry M Gorski
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance

  • VM-20 Game Changer: Mortality Aggregation

    VM-20 Game Changer: Mortality Aggregation The 2020 edition of the Valuation Manual permits mortality data aggregation thereby enhancing credibility but also has accompanying requirements and ...

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    • Authors: Timothy Cardinal
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance

  • New Rulings Can Be Taxing

    New Rulings Can Be Taxing This article discusses how the new 2001 CSO Mortality Table affects company taxation of life insurance policies, and how one recent and another proposed revenue ruling ...

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    • Authors: Keith Dall
    • Date: Jan 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance

  • Product Tax Implications of the Adoption of the 2017 CSO

    Product Tax Implications of the Adoption of the 2017 CSO Provides information on Section 7702 mortality requirements, the implications of the adoption of the 2017 CSO tables and the need for IRS ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance

  • The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts

    The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts This article provides a short history of the correction procedures ...

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    • Authors: Application Administrator, Walter Welsh, Alison R Peak
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance; Public Policy

  • History of the Use of Tax Rates in Sections 7702 and 7702A Closing Agreements

    History of the Use of Tax Rates in Sections 7702 and 7702A Closing Agreements This article discusses tax rates used in computing toll charges for closing agreements with respect to corrections ...

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

  • Surprising Investor Control Advice from IRS

    Surprising Investor Control Advice from IRS The IRS believes that any segregated asset account comprised of a pool of individual securities will run afoul of the investor control doctrine. This ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy

  • PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS?

    PLR 200906001 – A Conservative Taxpayer or a Very Subtle Message from the IRS? A discussion of the PLR that addresses a Wellness Rider that an affiliated group of life insurance companies ...

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    • Authors: Daniela Stoia, Joseph F McKeever
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • Chairperson’s Corner

    Chairperson’s Corner Chairperson’s views on the changing life insurance industry. Annuities;Life insurance; 10431 3/1/1999 12:00:00 AM ...

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    • Authors: Philip J Cernanec
    • Date: Mar 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Equity-Indexed Universal Life “The Devil’s in the Details”

    Equity-Indexed Universal Life “The Devil’s in the Details” Factors for insurers to consider when developing their first equity-indexed universal life product. Product development;Universal life; ...

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    • Authors: David Weinsier
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance
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