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  • Partial Annuitization Using a Deferred Income Annuity Rider
    the same annuitant, payment frequency, and period certain (if any). The owner, annuitant, and beneficiary ... are the same as under the Contract, and the annuitant and payout op- tion cannot be changed after the ...

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    • Authors: Bryan W Keene, Patrick Tricker
    • Date: Oct 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Payout annuities; Annuities>Product development - Annuities; Annuities>Variable annuities
  • Investment Risk and the Limits of Insurance
    Investment Risk and the Limits of Insurance The Tidbit summarizes LTRs 201609008 and 201613016 ... frame the issue another way, if a high profile individual—such as a celebrity or politician—purchased public ...

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    • Authors: Patrick Tricker
    • Date: Jun 2016
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Public Policy