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Notice 2004-61: Guidance on Mortality under IRC Section 7702
that a contract satisfying one of the 1980 CSO table safe harbors need not begin using the 2001 CSO tables ... 2001 CSO for such contract under its standard valuation and minimum nonforfeiture laws and (c) the contract ...- Authors: Application Administrator, Craig R Springfield
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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Whither the Variable Annuity?
annuities to get the tax deferral. The following table shows the number of years that a buyer must leave ... continued on page 12 “Excess VA Charge” in this table refers to the excess of annual fees in a variable ...- Authors: Douglas A Eckley
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Public Policy