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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

  • 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

  • NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces

    NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of ...

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    • Authors: Laura Knapp
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy

  • Small Face Amount Policy Legislation

    Small Face Amount Policy Legislation Discusses legislation being proposed in various states that would apply to Small Face Amount Policies, SFAPs. Life insurance; 11151 5/1/2001 12:00:00 AM ...

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    • Authors: Alex Zeid
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy

  • Has the Illustrations Regulation Been Successful?

    Has the Illustrations Regulation Been Successful? A commentary on whether or not the Illustrations Regulation has been successful. Discount rates=Interest rates;Individual life plans;Mortality ...

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    • Authors: Scott Witt
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy

  • Life Settlements: Congress Wades Into the Fray

    Life Settlements: Congress Wades Into the Fray Article examines a proposed amendment to the MAP-21 Act that would have changed a number of tax requirements regarding so-called life settlements.

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    • Authors: John Adney, Bryan W Keene
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Life Insurance; Public Policy

  • Taxing Times: Twenty Years of Thought Leadership

    Taxing Times: Twenty Years of Thought Leadership The article discusses ACLI's comment letters submitted to Treasury and the IRS in response to the proposed regulations on the Corporate ...

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • STOLI Poses Danger to Industry, Reinsurers Warned

    STOLI Poses Danger to Industry, Reinsurers Warned This article discusses the structure of and the dangers posed by Stranger-Originated Life Insurance STOLI. Life reinsurance;Policyholder ...

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    • Authors: James S Connolly
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy

  • 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

  • The Future of Life Insurance Products: Lessons from the Past

    The Future of Life Insurance Products: Lessons from the Past Author highlights historical nonforfeiture and federal tax law changes, as they have impacted life product designs, in prognosticating ...

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    • Authors: Christian J DesRochers
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy
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