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  • The IRS Schedule M-3 for InsuranceCompanies

    The IRS Schedule M-3 for InsuranceCompanies Insurance companies will be required to file the Internal Revenue Service IRS Schedule M-3 for tax years ending on or after Dec. 31, 2006. Schedule ...

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    • Authors: Amy Lewis
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance

  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures

    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...

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

  • Guidance Released on COLI Best Practice Rules

    Guidance Released on COLI Best Practice Rules A brief overview of the rules for corporate owned life insurance in section 101j and then summarizes the guidance contained in the IRS notice. Death ...

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    • Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • IRS Rules Lifecycle Funds Comply with Investor Control Doctrine

    IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...

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    • Authors: Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Life Insurance

  • Small Face Amount Life Insurance Working Group Meeting Memorandum

    Small Face Amount Life Insurance Working Group Meeting Memorandum The NALC has been working with their members and the members of the Small Policy Consortium. The Consortium members met with ...

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    • Authors: Scott J Cipinko
    • Date: Dec 2000
    • Competency: Professional Values>Practice expertise
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Professional associations; Life Insurance

  • Small Policy Purchases by Seniors

    Small Policy Purchases by Seniors The purpose of the article is to discuss the benefits of small policy purchases by seniors, describe the market and distribution for these small face amounts of ...

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    • Authors: Andy Hansen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance

  • Avian Influenza—A Note on Reinsurance forSmall Companies

    Avian Influenza—A Note on Reinsurance forSmall Companies This is an article on avian flu and reinsurance as it relates to smaller insurance companies. Demographics;Health risks;Mortality rates= ...

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    • Authors: W Howell Pugh
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Reinsurance>Catastrophe reinsurance

  • Product Development Efficiency

    Product Development Efficiency This article discusses the importance, measurement and improvement of product development efficiency. Assumptions;Commissions;Marketing and distribution;Product ...

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    • Authors: Larry Stern, David G Whittemore
    • Date: Jun 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance

  • Product Actuaries—Watch out for Arbitrage

    Product Actuaries—Watch out for Arbitrage This article warns product actuaries about arbitrage schemes using charities that might adversely affect mortality experience. Arbitrage;Mortality ...

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    • Authors: Douglas Doll
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Chairperson’s Corner PD Section Rings In The New Year

    Chairperson’s Corner PD Section Rings In The New Year New chairperson’s column discussing his goals for the Product Development Section. Life insurance; 10568 2/1/2010 12:00:00 AM ...

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    • Authors: John Currier
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
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