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  • 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

  • Pricing in a Low Interest Rate Environment

    Pricing in a Low Interest Rate Environment The decrease in interest rates over the last several years has led to decreases in the maximum valuation rate and maximum nonforfeiture interest rate, ...

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    • Authors: Terry Long
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Life Insurance>Non-forfeiture benefits; Reinsurance>Product development - Reinsurance

  • At Last — A Permanent MEC Correction Procedure

    At Last — A Permanent MEC Correction Procedure Revenue Procedure 2001-42 Rev. Proc. 2001-42, established a permanent avenue for companies to correct inadvertent modified endowment contracts, or ...

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    • Authors: David Miller, Brian King
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits

  • New Standard Nonforfeiture Law:Unsafe at Any Speed?

    New Standard Nonforfeiture Law:Unsafe at Any Speed? A discussion of efforts to revise the Standard Nonforfeiture Law. Standard Nonforfeiture Law=Standard Non-Forfeiture Law=SNFL; 10382 3/1/1998 ...

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    • Authors: Douglas Doll
    • Date: Mar 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits

  • Life Settlements—A Window Of Opportunity For The Life Insurance Industry?

    Life Settlements—A Window Of Opportunity For The Life Insurance Industry? Feature article discussing the Life Settlements business: recent growth, pricing, and future of the business.

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    • Authors: H Shumrak
    • Date: Feb 2010
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
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