Life Issue Briefs

Tax Work Group issue brief on the implications of calculating tax-deductible claim reserves based on incurral date versus issue date for long-term disability insurance policies. (July 28, 2017)
Government Mandates Work Group issue brief providing information on the impact of laws and regulations on consumer cost and consumer choice for annuity and life insurance benefits. (June 15, 2017)
Lifetime Income Risk Joint Task Force issue brief explaining general retirement planning considerations. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief intended to give a high-level perspective on a few key risks and aspects related to lifetime income. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series exploring legislative and regulatory approaches that emphasize financial literacy and education for prospective retirees, refocusing plan design on lifetime income needs, and refocusing federal retirement policies to support lifetime income needs. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series providing actuarial insights regarding lifetime income planning. (October 22, 2015)
Lifetime Income Risk Joint Task Force issue brief in the Risky Business series explaining how a retiree can use the concept of “risk sharing” to help manage longevity risk through lifetime payout options and individual annuities, as well as other approaches to lessen risk. (October 22, 2015)
Task Force on Genetic Testing issue brief on genetic information and voluntary life insurance. (June 1, 1998)
Task Force on Genetic Testing issue brief on risk classification in voluntary life insurance. (June 2, 1997)