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  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning ... Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash Surrender ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • At Last — A Permanent MEC Correction Procedure
    Y 2 0 0 2 6 Introduction O n August 6, 2001, the InternalRevenue Service issuedRevenue Procedure 2001-42 ... inadvertent modified endowment contracts, or MECs. The insurance indus- try had been without an MEC correction ...

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    • Authors: David Miller, Brian King
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits
  • New Standard Nonforfeiture Law:Unsafe at Any Speed?
    New Standard Nonforfeiture Law:Unsafe at Any Speed? A discussion of efforts to revise the Standard ... Law:Unsafe at Any Speed? A discussion of efforts to revise the Standard Nonforfeiture Law. Standard ...

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    • Authors: Douglas Doll
    • Date: Mar 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits