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Tracking the Flow of Money in a Life Insurance Policy to Compute Cost Basis and Distributions
components of a life insurance policy, as shown in Table 1. Section 72(e) Category Description Possible ... of the investment in the contract Specific type(s) of riders, benefits, or features Outside the Contract ...- Authors: Scott Koehler
- Date: Oct 2017
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Taxing Times
- Topics: Actuarial Profession>Best practices; Public Policy; Technology & Applications>Software
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Straight Through Processing – How Much Farther?
Straight Through Processing – How Much Farther? A discussion of the efforts to implement straight through ... Farther? By Sandra Latham 2 Stormy Weather By Brad S. Linder 4 Building on a Strong Foundation By ...- Authors: Sandra Latham
- Date: Dec 2010
- Competency: Communication>Written communication; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
- Publication Name: Long-Term Care News
- Topics: Actuarial Profession>Best practices; Long-term Care>Long-term care insurance