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Product Tax Seminar and Optional Boot Camp Presentations
may continue in force after the day on which the insured individual attains age 100.” • Cites to new Section 7 ... use for valuation and nonforfeiture purposes as a result of the adoption of the Valuation Manual (VM) ...- Authors: John Adney, Rebecca Baxter, Art Dunlavy, Philip Ferrari, Robert A Fishbein, Sheryl Flum, John Glover, Mark Griffin, Lawrence Hersh, Kay Hossofsky, Samera Kadry, Bryan W Keene, Brian King, Eric Lanning, Kimberly W Lunn, Casey Malone, Kristin R Norberg, Mandana Parsazad, Alison R Peak, Daniel Phillips, Craig R Springfield, Jeffrey Stabach, Daniela Stoia
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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The Basics of the Tax Treatment of Long-Term Care Insurance
care services” required by a chronically ill individual and provided pursuant to a plan of care prescribed ... For this purpose, a “chronically ill individual” is an individual who has been certified by a licensed ...- Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
- Date: Apr 2024
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Long-Term Care News
- Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
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IRS Issues Proposed Safe Harbor Prescribing “Age 100 Methodologies”
after the adoption, in 2004, of a new mortality table by the National Association of Insurance Commissioners ... insurance contracts that mature after the insured individual … attains age 100.” Thus, for example, it seems ...- Authors: Application Administrator, Brian King, Craig R Springfield, Alison R Peak
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy