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Insights in Life PBR Practices
Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...- Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
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Digest of Smaller Company Forum - Policies on the 1958 CSO Mortality Table
Digest of Smaller Company Forum - Policies on the 1958 CSO Mortality Table This discussion at the SOA 1962 Jacksonville Regional Meeting focuses on issues for smaller companies associated with ...- Authors: Clayton L Jackson, Frederick S Townsend, William K. Nicol, James G Bruce
- Date: May 1962
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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War Problems
War Problems This discussion looks at the problems considered in drafting war-aviation clauses, plans for mitigating catastrophe hazard with respect to policyholders in the event of a major war, ...- Authors: Society of Actuaries
- Date: Mar 1951
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Enterprise Risk Management; Life Insurance
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Legal Notes
Legal Notes This section presents and summarizes insurance-related legal cases of 1953 including: 1. GROUP ANNUITY CONTRACTPERPETUAL OBLIGATION: Freeport Sulphur Company v. Aetna Life ...- Authors: B. M. Anderson
- Date: Oct 1953
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Life Insurance; Public Policy
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Family History of Cardiovascular-Renal Disease
Family History of Cardiovascular-Renal Disease This paper studies the possibility that associated minor impairments, particularly those of a cardiovascular nature, may be of special significance ...- Authors: Alton P Morton
- Date: Oct 1955
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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2001 CSO Implementation Under IRC Sections 7702 and 7702A
2001 CSO Implementation Under IRC Sections 7702 and 7702A This article discusses Internal Revue Code, ‘IRC,’ Sections 7702 and 7702A with respect to the implementation of the 2001 CSO Mortality ...- Authors: Barbara Gold, Brian Lessing, Bruce Schobel, Jerrold Norman, Brian Prast, Carol Meyer, Kenneth Reeves, Craig R Springfield, Kyle Gelormini, Daniel Stringham, Barbara Germann, Tim Wuestenhagen
- Date: May 2006
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Taxing Times
- Topics: Life Insurance
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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 ...- 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
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Earnings Rates Under Rev. Procs. 2008-39 and 2008-40
Earnings Rates Under Rev. Procs. 2008-39 and 2008-40 This article is a general discussion about earnings rates and toll charges and how to compute them. Internal Revenue ...- Authors: Brian King
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance
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New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40
New Closing Agreement Procedure for Failed Life Insurance Contracts—Rev. Proc. 2008-40 This article is a general discussion about prior correction procedures for failed life insurance contracts ...- Authors: Craig R Springfield, Daniela Stoia
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Life Insurance
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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 ...- 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