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  • AG 38, ULSG and the Spirit of XXX

    AG 38, ULSG and the Spirit of XXX An extensive look at Actuarial Guideline 38, "The Application of the Valuation of Life Insurance Policies Model Regulation." Life ...

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    • Authors: Kristin R Norberg
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance

  • Tax Implications of Applying Principles-Based Reserves Retroactively

    Tax Implications of Applying Principles-Based Reserves Retroactively This article explores the complexities and potential problems with respect to tax reserves that could result from a ...

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    • Authors: Kory Olsen
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy

  • It's about Basis ... and Moore

    It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable gain in life insurance contracts. Individual life plans;Life insurance;Internal Revenue ...

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    • Authors: Bryan W Keene
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Life Insurance

  • Getting to Know Walter Welsh

    Getting to Know Walter Welsh Kory J. Olsen, Taxation Section chair, interviewed Walter Welsh, focusing on the ACLI, retirement issues, and insurance regulation. Life insurance; 11536 5/1/2008 12: ...

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    • Authors: Society of Actuaries
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance

  • Chair Person’s Corner: Your Section At Work

    Chair Person’s Corner: Your Section At Work Chairperson’s column discussing the recent activities of the SOA’s Reinsurance Section. ;; Life insurance; Life reinsurance 4294991887 8/21/2012 12:00: ...

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    • Authors: Kelly A Levy
    • Date: Aug 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Underwriting - Life Insurance

  • Keeping the Promise

    Keeping the Promise Response to Life Insurance 2020 Foresight – A Call for Essays. An essay stating the author’s vision for the future of the life insurance sector. Focus is on the long term ...

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    • Authors: Application Administrator
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Life Insurance; Social Insurance

  • Private Rulings Regarding“Cash Surrender Value”Under Section 7702

    Private Rulings Regarding“Cash Surrender Value”Under Section 7702 This article discusses two recent 2005 IRS private letter rulings that involved the meaning of “cash surrender value” as used ...

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    • Authors: Brian King, Craig R Springfield
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • Basic Life Insurance is not for Everyone in the World

    Basic Life Insurance is not for Everyone in the World Why a lot of traditional life insurance is not sold in Switzerland Life Insurance;Individual life plans;International 6442463423 9/1/2015 12: ...

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    • Authors: Ronald Klein
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Life Insurance

  • A New Perspective on Some Familiar Risks

    A New Perspective on Some Familiar Risks Response to Life Insurance 2020 Foresight – A Call for Essays. An essay stating the author’s vision for the future of the life insurance sector. Focus is ...

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    • Authors: Steven Malerich
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Topics: Life Insurance; Pensions & Retirement>Retirement risks

  • The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System

    The Federal Income TaxConsequences of Adopting a Principles-Based Life InsuranceReserve System This article discusses the implications of a principle-based reserve PBR system with respect to ...

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    • Authors: Application Administrator, Joseph F McKeever
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
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