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product-tax-hot-topics-annuity-1
The Society of Actuaries will be offering this webinar series intended to ... educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed ...- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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product-tax-hot-topics-annuity-2
The Society of Actuaries will be offering this webinar series intended to ... educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed ...- Date: May 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
Internal Revenue Code sections 72(q) and (u) apply to an annuity contract issued to a trust. In particular ... deferred annuity contract is issued to a grantor trust or a non-grantor trust. The Ruling’s analysis ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Digest of Reports on Topics of Current Interest
Digest of Reports on Topics of Current Interest This discussion at the SOA 1967 Annual Meeting ... to the Canadian tax system. Second is a report on U.S. federal government activities in the health market ...- Authors: H Edward Harland, Malcolm D MacKinnon, J Henry Smith
- Date: Oct 1967
- Competency: External Forces & Industry Knowledge
- Publication Name: Transactions of the SOA
- Topics: Annuities; Health & Disability; Public Policy
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stat-methods-imputing-race-ethnicity-us
This webcast will walk through several ... statistical methods for imputing race and ethnicity from U.S. datasets, highlighting their strengths and weaknesses ...- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Experience Studies & Data; Financial Reporting & Accounting; General Insurance (Property & Casualty); Health & Disability; Life Insurance; Long-term Care; Predictive Analytics; Public Policy; Reinsurance
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Small Talk
Small Talk Metadata for entire issue Statutory ... Reserves;Principles-Based Reserves (PBR);Life Reserves;Annuity Reserves;Risk Measurement;Futurism;Strategic R ...- Authors: Society of Actuaries
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Small Talk
- Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
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reinsurance-asia-hot-topics
Explore various aspects of the Asian reinsurance market in this webcast. Learn about the landscape ... marketspace. Reinsurance, Asia, Cost of capital, Annuity reinsurance, Market value of assets 24736 1018 ...- Authors: Yiru (Eve) Sun, Pierre Vende, Yan Sun, Reid Shalvoy
- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Annuities; Finance & Investments; Global Perspectives; Life Insurance; Public Policy; Reinsurance
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2022-impact-session-4h
Required Minimum Distributions are the minimum amounts that a retiree must withdraw from their ... and timing of their distributions, and the retiree's potential tax ramifications. 24640 1018 9/6/2023 ...- Authors: Society of Actuaries
- Date: Sep 2023
- Topics: Annuities; Pensions & Retirement; Public Policy
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Chairpersons Corner
Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section in ... sessions. You will not be disappointed. Life & Annuity Symposium May 16–17 in Nashville, Tennessee ...- Authors: Ryan Stowe
- Date: Mar 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
- Publication Name: Small Talk
- Topics: Annuities; Life Insurance; Public Policy