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  • XYZ Addresses UL Nonforfeiture Values
    XYZ Addresses UL Nonforfeiture Values This article discusses how the proposed actuarial guideline XYZ attempts to address secondary ... Law=Standard Non-Forfeiture Law=SNFL; 11139 12/1/2000 12:00:00 AM ...

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    • Authors: James Van Elsen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective
    the existing generally recognized mortality table — the 1980 CSO table — the life insurance industry must ... effective after the new table has been adopted by 26 states. Today, reasonable mortality charges used in the ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • ACLI Update
    scaled-back version of the reconciliation legislation’s revenue provisions that were approved by the House ... year. The following is a summary of some of the Bill’s provisions of most interest to life insurers. Corporate ...

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    • Authors: Mandana Parsazad, Regina Y Rose, Ryan Derry
    • Date: Nov 2021
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Public Policy; Public Policy; Public Policy
  • So What’s New with the AOMR?
    So What’s New with the AOMR? So What’s New with the AOMR? by James R. Thompson from Small Talk Newsletter ...

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    • Authors: James Thompson
    • Date: Dec 1998
    • Publication Name: Small Talk
  • Chairperson’s Corner – Help Regulate or Be Regulated
    Chairperson’s Corner – Help Regulate or Be Regulated A discussion of the contents of this issue of smalltalk ...

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    • Authors: D Williams
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Actuarial Profession; Public Policy
  • Don’t Forget Your Reinsurer Revisited –15 Years Later
    Gross premium rates, current and guaranteed mortality charges • Actuarial memoranda • Underwriting ... Historical experience regarding age distributions, mortality and lapse experience I’m happy to say that ...

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    • Authors: Philip Velazquez
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Reinsurance
  • T3: TAXING TIMES Tidbits
    sale of a life insurance contract or annuity contract for mortality, expense, or other reasonable charges ... the IRS's analysis in three situations: Situation 2 of Rev. Rul. 2009-13 (original policyholder's sale of ...

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    • Authors: Mayowa Dauda, Mark Smith
    • Date: Nov 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Issues as of Dec. 21, 2012 By Norman E. Hill A s before, this material remains extremely time-sensitive ... the Stochastic Exclusion Test (SET). Interest, mortality, lapse and other assumptions may differ from ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • The Model Audit Rule – It’s Not SOX, but It Has a Punch!
    The Model Audit Rule – It’s Not SOX, but It Has a Punch! A discussion of compliance with Model Audit ... independence and corporate governance and management’s report of internal control over financial reporting ...

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    • Authors: Philip Ferrari
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting
  • Small Talk from the High Chair
    Small Talk from the High Chair This article measures the performance of the Smaller Insurance Company Section in light of the purpose ... light of the purpose of the section. 28446 4/1/2000 12:00:00 AM ...

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    • Authors: Rodney Keefer
    • Date: Apr 2000
    • Competency: Leadership
    • Publication Name: Small Talk
    • Topics: Actuarial Profession