Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • 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 ... October 12, 2004, interpreting the reasonable mortality charge requirement applicable to life insurance ...

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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
  • A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
    section 7702(f )(5)? Or, can a company use the mortality table applicable to the base policy in determin- ... when the computational limit for mortality and “other than mortality charges” for qualified additional ...

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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