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

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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    manner to support holding life insurance for one’s lifetime. In short, the enacted rules were not designed ... 2020 by President Trump (the “Act”).[8] The Act’s changes apply to contracts issued after Dec. 31, 2020 ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • The IRS Rules on Section 7702 Issues Regarding a Guaranteed Distribution Rider
    benefits (GMWB) associated with a variable deferred annuity con- tract, this is the first time the IRS has ... distinguish the Rider from a typical GMWB on a deferred annuity: 1) the Rider is associated with a life insurance ...

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    • Authors: Brian King
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life