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In the Beginning…A Column Devoted to Tax Basics Why Section 7702 (and 7702A, too)? Some Historical Perspectives
by The Equitable (now AXA), term insurance and annuity combinations hawked as substitutes for whole life ... treated as life insurance rather than as a deferred annuity, a mutual fund, or a form of debt or equity investment ...- Authors: John Adney
- Date: Feb 2018
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life
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The Future of Permanent Life Insurance
The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 This discussion ... renewable term=Yearly renewable term=YRT;Life and annuity expenses; 15273 5/1/1981 12:00:00 AM ...- Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
- Date: May 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
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Guideline Premium Forceouts
assets that raise the interest rates; whether mortality experience can warrant a reduction in cost of ... QAB charges) Premium loads are built into the annuity factor. 4) The final solution is therefore: ...- Authors: Lawrence Hersh
- Date: Feb 2018
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life