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Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
withdrawals under the contract is similar to that of an annuity, whereby taxable gain is withdrawn before cost ... insurance rates. The maximum mortality table used in the calculation is the CSO table in effect when the policy ...- Authors: Stuart Kwassman
- Date: Feb 2021
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
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Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2
to Be Managed— Part 2 By Ben H Wolzenski and John S. McSwaney Ben H Wolzenski, FSA, MAAA, has been a ... individual life products his entire career. John S. McSwaney, CLU, ChFC, AEP, is a past presi- dent of ...- Authors: Ben Wolzenski
- Date: May 2019
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Universal life