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  • Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm?

    Rev. Proc. 2008-39—Correction of Inadvertent MECs: Is the Third Time the Charm? This article begins with a brief review of the general requirements of section 7702A and the consequences of MEC ...

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    • Authors: Craig R Springfield, Daniela Stoia
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance

  • T3: TAXING TIMES Tidbits

    T3: TAXING TIMES Tidbits A discussion about premium deficiency reserves and tax regulations for employer-owned insurance contracts Acquisition expenses;Internal Revenue Service=IRS;Life reserves; ...

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    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance

  • What's Backing Your Life Insurance Guarantee?

    What's Backing Your Life Insurance Guarantee? Discusses the different forms of guarantees that have been used in life insurance, and the various means of analyzing and establishing financial ...

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    • Authors: Carl Friedrich
    • Date: Feb 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance

  • A Horse of a Different Color

    A Horse of a Different Color This article offers an in-depth explanation of what life insurance is and how it is regulated. A Horse of a Different Color by Tom Bakos This article offers an ...

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    • Authors: Application Administrator
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance

  • Pandemic Sidebar: Pandemic Research

    Pandemic Sidebar: Pandemic Research An interview with Jim Toole, lead researcher for SOA's pandemic research project. The project examines pandemic influenza and its implications to the life ...

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    • Authors: Ronora Stryker
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Health & Disability>Health risks; Life Insurance

  • 2015-2022 Term and Whole Life Lapse and Surrender Experience Study Data Request

    2015-2022 Term and Whole Life Lapse and Surrender Experience Study Data Request The Society of Actuaries Research Institute (SOA) and LIMRA are soliciting surrender and lapse experience for ...

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    • Date: Mar 2024
    • Topics: Experience Studies & Data; Financial Reporting & Accounting; Life Insurance

  • On Home Turf: The SOA Participates in NAIC Summer 2024 Meeting in Chicago

    On Home Turf: The SOA Participates in NAIC Summer 2024 Meeting in Chicago A summary article about the SOA Research Institute's participation in the summer 2024 NAIC national meeting in ...

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Public Policy; Public Policy

  • NAIC Spring 2023 Meeting: Actuarial Research Updates

    NAIC Spring 2023 Meeting: Actuarial Research Updates A recap of the SOA Research Institute's participation in the NAIC Spring 2023 meeting April 2023 As part of the National Association of ...

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    • Authors: Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge; Leadership
    • Topics: Life Insurance; Public Policy

  • 2019-20 Fixed Indexed Annuity Study

    2019-20 Fixed Indexed Annuity Study New Study Examines Fixed Indexed Annuity Contract Owner Behavior Society of Actuaries Research Institute and LIMRA Release Latest Experience Studies Pro Report ...

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    • Date: Aug 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Annuities; Life Insurance

  • Society of Actuaries Explores the Effects of Wildfire-Related Air Pollution on Diseases and Mortality

    Society of Actuaries Explores the Effects of Wildfire-Related Air Pollution on Diseases and Mortality A news release about the Wildfire Morbidity report and Wildfire Mortality report being ...

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    • Date: Dec 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Topics: Experience Studies & Data; Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Pricing - Life Insurance
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