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  • ACLI Update

    ACLI Update This article summarized the Administration's proposals for new tax revenues in 2010 with respect to insurance and offers the ACLI viewpoint. Internal Revenue Service=IRS;Life ...

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    • Authors: Bill Elwell, Mandana Parsazad
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Uncertainty Remains in Tax Reserve Assumptions for Guaranteed Renewable and Noncancellable Health Insurance

    Uncertainty Remains in Tax Reserve Assumptions for Guaranteed Renewable and Noncancellable Health Insurance A discussion of the issues to be considered for computing tax reserves relating to ...

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    • Authors: Edward Robbins, Peter Winslow
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Public Policy
  • T3: Taxing Times Tidbits

    T3: Taxing Times Tidbits Tidbits relate to contingent deferred annuities, wellness benefits in qualified long-term care contracts, and reactivating the active financing exception for insurance ...

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    • Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Biruta P Kelly
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Guaranteed living benefits; Financial Reporting & Accounting>Tax accounting; Long-term Care>Long-term care insurance
  • FATCA and Insurance – Fundamental Questions Remain Unanswered as Compliance Deadline Approaches

    FATCA and Insurance – Fundamental Questions Remain Unanswered as Compliance Deadline Approaches Discusses the impact of the Foreign Account Tax Compliance Act, FATCA, on U.S. insurance industry.

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    • Authors: Frederic Gelfond, Mary Gillmarten
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting
  • Taxation Section Webcast: "Federal Income Tax Issues Every Company Must Consider under Life PBR"

    Taxation Section Webcast: "Federal Income Tax Issues Every Company Must Consider under Life PBR" On June 10, 2016, the Taxation Section hosted a webcast entitled “Federal Income ...

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    • Authors: Peter Winslow, Mark Smith, Kristin R Norberg
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?

    Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI? The article provides an introduction to some of the key limitations that the Internal Revenue Code imposes on ...

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    • Authors: Bryan W Keene, Mark Smith
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • ACLI Update

    ACLI Update Update on tax regulatory and legislative developments of relevance to life actuaries statutory reserves, life company expenses, life insurance 10/27/2020 05:00:00 ...

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    • Authors: Mandana Parsazad, Regina Y Rose
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • Graph 2, Life Expectancy at Age 65, The Actuary Magazine–December 2008/January 2009, Volume 5, Issue No 6

    Graph 2, Life Expectancy at Age 65, The Actuary Magazine–December 2008/January 2009, Volume 5, Issue No 6 This graph indicates the overall historical trend in life expectancy at age 65. Life ...

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    • Authors: Sam Gutterman
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Demography>Mortality - Demography; Experience Studies & Data>Mortality; Global Perspectives
  • SOA Reaching Out to Academia

    SOA Reaching Out to Academia Column describing SOA efforts to strengthen relationship with academia and summary of actuaries in the news. N/A; 13913 12/01/2009 06:00:00 ...

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    • Authors: Society of Actuaries
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Academic partnerships
  • Challenging The Herd

    Challenging The Herd Long term strategic planning may not be popular but is more effective in dealing with emerging risks. Enterprise risk management=ERM;Risk modeling; 32394 08/01/2010 05:00:00 ...

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    • Authors: Max Rudolph
    • Date: Aug 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Risk categories
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