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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.- 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
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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 ...- 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
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Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2019
Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2019 A recommendation for a set of improvement factors that vary by gender and attained age ...- Authors: Society of Actuaries
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Reserves - Life Insurance
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Beyond Actual/Table – New Directions in Experience Studies
Beyond Actual/Table – New Directions in Experience Studies Ronald Fawthrop and Brian Holland of the SOA’s Individual Life Experience Committee provided a preview of an upcoming individual life ...- Authors: Brian Holland
- Date: May 2017
- Competency: External Forces & Industry Knowledge
- Topics: Experience Studies & Data>Mortality; Life Insurance
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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 ...- Date: Nov 2012
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance
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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 ...- Authors: Society of Actuaries
- Date: Nov 2013
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance
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esg-post-covid
Attend this webcast to learn more on how to navigate managing ESG principles in the new normal of a post-COVID world. Enhance your ESG insights in a post-pandemic landscape. Microeconomics, Risk ...- Authors: Simone Brathwaite, Nina Han
- Date: Oct 2024
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Experience Studies & Data; Finance & Investments; Financial Reporting & Accounting; Global Perspectives; Life Insurance; Modeling & Statistical Methods; Predictive Analytics; Public Policy; Reinsurance; Social Insurance; Technology & Applications; Environment; FinTech & InsurTech
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health-tax-update
The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the ...- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Life Insurance; Long-term Care
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living-to-100-s05b
"How long is long in longevity? – Jesús-Adrian Álvarez, Ph.D. - Danish Labour Market Supplementary Pension Fund (ATP), The Rate of Aging in humans is constant. New evidence – Marcus ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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living-to-100-s04b
"Minimum Social Security Benefit (s) and the Alone Stage of Retirement in the U.S.? – Lori J. Curtis, PhD., Douglas Andrews, FSA, FCIA, Ph.D., University of Waterloo The Importance of ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance