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  • Chairperson’s Corner: Election Time

    Chairperson’s Corner: Election Time Chairperson’s column likening product development to campaigning. Annuities;Life insurance; 32337 10/01/2010 05:00:00 ...

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    • Authors: John Currier
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • 2010 Life and Annuity Symposium Recap

    2010 Life and Annuity Symposium Recap Discusses the events of the inaugural Life and Annuity Symposium held May 17 and 18, 2010. Product development; 32341 10/01/2010 05:00:00 ...

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    • Authors: Robert Stone
    • Date: Oct 2010
    • Competency: Professional Values>Practice expertise
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • Chairperson’s Corner

    Chairperson’s Corner Chairperson’s column describing activities the Product Development section has undertaken to date. Diagnostic tests;Embedded value;Persistency;Product development;Stochastic ...

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    • Authors: Mitchell Katcher
    • Date: Jun 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business Analytics Revolution

    Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business Analytics Revolution Provide high level summary of predictive modelling. Product development 6442482992 ...

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    • Authors: Chris E Stehno, James Guszcza
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • SECURE Act 2019- A world of opportunities for annuity carriers

    SECURE Act 2019- A world of opportunities for annuity carriers This article discusses the opportunity for annuity carriers created by the SECURE Act to distribute annuities through Employer ...

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    • Authors: Ian Michael Laverty
    • Date: Apr 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Individual annuities; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • Is There A Spof in Your Future?

    Is There A Spof in Your Future? This article describes the increasing problems in the product filing and forms approval process under state regulation. It also describes the conclusions and ...

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    • Authors: Norman E Hill
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities; Health & Disability; Life Insurance
  • Taxation of Distributions

    Taxation of Distributions The rules governing the tax treatment of distributions from life insurance or annuity contracts are complex. Worse, the relevant IRC section, section 72, seems at times ...

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    • Authors: Douglas N Hertz
    • Date: May 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Annuities; Life Insurance
  • ACLI Update

    ACLI Update Update on a broad range of insurance and investment tax matters upon which ACLI is working, including: deficiency reserve guidance, IRS guidance on PBR/AG 43, Camp Financial Product ...

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    • Authors: Pete Bautz, Walter Welsh, Mandana Parsazad
    • Date: May 2013
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
  • A Strategic Analysis of the US Life Insurance Industry

    A Strategic Analysis of the US Life Insurance Industry Examines the trends affecting the distribution system for the industry's products, and the regulatory and tax environment in which life ...

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    • Authors: Narayan S Shankar
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance
  • 2023-2024 Fixed-Rate Deferred Surrender Data Request

    2023-2024 Fixed-Rate Deferred Surrender Data Request This is a request for surrender experience data for fixed-rate deferred annuities for the years 2023-2024 from the SOA Research Institute and ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
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