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  • A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
    Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling ... provides formal guidance on how to treat family term riders for purposes of the computational limit calculations ...

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    • Authors: Edward Robbins
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Small Talk Newsletter, June 2005, Issue ... Issue No. 24. Last fall, the Internal Revenue Service IRS released Notice 2004-61, 2004-41 I.R.B. 596 October ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy