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  • Update on Federal Tax Issues Under the 2001 CSO Mortality Tables

    Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Mortality rates=Mortality ...

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    • Authors: Craig R Springfield
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy

  • Is the Timing Right for Equity-Indexed Immediate Annuities?

    Is the Timing Right for Equity-Indexed Immediate Annuities? Author suggests the newly popular Equity-Indexed Annuity product can be transformed into Equity-Indexed Immediate Annuity to serve ...

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    • Authors: Susan Saip
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities

  • Notice 2004-61: Guidance on Mortality under IRC Section 7702

    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy

  • Comfort Food for an Actuary:Cognitive Testing in Underwriting the Elderly

    Comfort Food for an Actuary:Cognitive Testing in Underwriting the Elderly There are certain occasions when the knowledge we have gained in our jobs carries over into our personal lives. For ...

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    • Authors: Eric D Golus, Thomas Ashley, Laura Vecchione
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Underwriting - Life Insurance

  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A

    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy

  • Summary of March 2009 NAIC/LHATF Meeting

    Summary of March 2009 NAIC/LHATF Meeting discussion of March 2009 NAIC/LHATF meeting Life reserves;Mortality assumption;Principles-based approach=PBA;Risk-based capital=RBC;Standard Nonforfeiture ...

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    • Authors: Donna Claire
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Capital - Life Insurance; Life Insurance>Non-forfeiture benefits; Life Insurance>Reserves - Life Insurance; Public Policy

  • Risk Based Pricing—Risk Management at the Point of Sale

    Risk Based Pricing—Risk Management at the Point of Sale discussion of risk management and proper pricing of life insurance products. Product development;Return on capital;Risk measurement;Risk ...

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    • Authors: Dominique Lebel
    • Date: Jun 2009
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Risk measurement - Finance & Investments

  • Is It Really All In The Math?

    Is It Really All In The Math? Discussion of the dangers of a product development process which places too much emphasis on the mathematical contribution of actuaries to the process. Product ...

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    • Authors: Robert Stone
    • Date: Oct 2009
    • Competency: Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Competencies

  • A Look at Older Age Mortality Improvement

    A Look at Older Age Mortality Improvement Discusses various historical and projected future rates of mortality improvement, with a focus on older ages, and more. Demographics;Longevity;Mortality ...

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    • Authors: Jeffery Dukes
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Demography>Mortality - Demography

  • NAIC Update – October 2010 Meeting

    NAIC Update – October 2010 Meeting This article provides a summary of selected sessions of the October 2010 NAIC meeting. Actuarial Standards Board=ASB;International Accounting Standards ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy
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