U.S. federal tax law is a complex and constantly changing set of requirements that is of particular interest
to actuaries and the firms that employ them. Policyholder income tax, company income tax (insurance
company and/or corporate client), estate tax and gift tax all have an impact on product development,
product pricing, valuation of liabilities, financial modeling and other disciplines. This session is designed to
provide an update on significant developments in the area of tax practice related to life insurance
companies, products and services over the last 6-to-12 months.
No matter what your role is in working with insurance products, you will leave this with the most recent tax
guidance essential to your work.