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  • NAIC Proposal for Mortality under Pre-Need Life Insurance
    Mortality under Pre-Need Life Insurance Draft Pre-Need Model proposed by National Association of Insurance ... Commissioners, NAIC, is analyzed from tax standpoint of both insurers, through sec. 807, and policyholders ...

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    • Authors: Application Administrator, Craig R Springfield, Bryan W Keene, Alison L Reynolds
    • Date: May 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate Variable Annuities
    New IRS Letter Ruling Provides Guidance on Substantially Equal Periodic Payments from Immediate ... released Jan. 29, 2008, related to treatment of certain payments under Immediate VAs as SEPPs, and discusses ...

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    • Authors: Application Administrator, Bryan W Keene, Alison L Reynolds
    • Date: Sep 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Payout annuities