Description: The article focuses on the policyholder tax considerations specific to various types of contracts sold by life insurance companies. When evaluating merger and acquisition or reinsurance transactions, buyers need to be aware of the product tax compliance (PTC) requirements and evaluate any associated risks

Description: In the face of declining response rates from direct mail campaigns, the author suggests use of the internet to generate leads will be much more efficient and successful.

Description: Discusses bancassurance in the United States, after providing a brief background about it in Europe.

Description: An article from The Actuary that discusses the new non-forfeiture value. The secondary market for life insurance is redefining the way policies are valued. Paradign shifts don't occur overnight. Yet, somewhere along the line, there comes a convergence of factors that makes significant change inevitable. With regard to the secondary market for life insurance, this tipping point is already in the rear-view mirror.

Description: "COVID-19 and excess mortality: an actuarial study – Camille Delbrouck, Aon Benfield, Belgium, Jennifer Alonso-García, Department of Mathematics, Université Libre de Bruxelles, Belgium, ARC Centre of Excellence in Population Ageing Research (CEPAR), UNSW Sydney, Australia Netspar, The Netherlands How did COVID-19 change the dependence structure across major causes of death – Han Li, Ph.D., Associate Professor, Centre for Actuarial Studies | Faculty of Business and Economics, The University of Melbourne, Victoria, Australia"

Description: Navigate a perspective on the process of developing estimates and projections of mortality rates, based on a Living to 100 paper by the teacher. Discover the approach and considerations an actuary (or others) can take to develop a mortality rate assumption for five time periods. It will describe techniques to estimate historical mortality rates from which to project future mortality rates.

Description: Getting people to think beyond retirement about future care needs and how they will be paid for is critical for a healthy aging plan. However, most people avoid the topic and make rushed decisions when finding long-term care services. Hear from experts in this advisory field explain what a successful plan looks like and what it takes to get people to plan ahead.

Description: Are you interested in alternative investments and their role in professionally managed institutional portfolios? Join us for an engaging discussion that delves into the nature of alternative investments, the reasons behind their increased utilization, and the benefits and considerations of their use. Our speakers, representing both the insurance and pension sectors, will cover various asset classes and provide valuable insights.

Description: This webcast compares and contrasts four key regulatory capital regimes for life insurers around the world: Risk-Based Capital (RBC) in the United States, Life Insurer Capital Adequacy Test (LICAT) in Canada, Solvency II in the European Union and the Bermuda Insurance Solvency (BIS) Framework in Bermuda.

Description: 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 by the Taxation Section, participants will be brought up to date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC) and allow ample opportunities for questions and information exchange. This session will feature legal, tax, actuarial and compliance experts. Recent legislative changes will be emphasized, including the Consolidated Appropriations Act changes to IRC Section 7702 and other items/questions that experts have seen increased industry activity.