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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses ... be needed, too. Because the Act’s changes have a direct impact on 2021 sales, as well as the profitability ...

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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
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective
    Alternative XXX Model Regulations from a Federal Income Tax Perspective This article discusses ... from both valuation and tax perspectives. The primary products affected are level premium term insurance ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • The Actuary Vol. 21, No. 8 An Answer To The Loan Dilemma
    The Actuary Vol. 21, No. 8 An Answer To The Loan Dilemma This article discusses the impact on ... deal. For a typical participating policy with direct recognition, the spread between the loan interest ...

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    • Authors: John W Keller
    • Date: Oct 1987
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts Over the ... given the concerns described above, considerable care needs to be taken before relying on the FN 53 approach ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life; Public Policy