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  • ACLI Update Column
    ACLI Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on ... combined annuity and long-term care contracts Life insurance;Long-term care=LTC;Taxes=Taxation; 11607 ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update Column - Regulatory Developments
    exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the applicability ... Annuities;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 4294977743 2/1/2012 ...

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    • Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Public Policy
  • ACLI Update – Legislative and Regulatory Developments
    ACLI Update – Legislative and Regulatory Developments Updates on partial annuitization and exhanges, ... company with whom he had the annuity contract to direct a portion of the cash value to another company ...

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    • Authors: Walter Welsh, Mandana Parsazad
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance