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  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • The Value of the Sentinel Effect Revisited
    The Value of the Sentinel Effect Revisited The sentinel effect in the underwriting process refers to the tendency for unhealthy individuals to apply for insurance coverage where testing is not ...

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    • Authors: Application Administrator
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Blazing Trails—Using Patents to Recover the Cost of Innovation
    Blazing Trails—Using Patents to Recover the Cost of Innovation A discussion of how patents can be used to recover the cost of innovation in product development and operations Product development; ...

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    • Authors: Application Administrator
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>General business skills; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Genetic Information: Is It the Same or Different from Other Medical Information?
    Genetic Information: Is It the Same or Different from Other Medical Information? Answering the question: Do you think that genetic information is different, and if so, should insurers handle it ...

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    • Authors: Application Administrator, Donald C Chambers
    • Date: Mar 1998
    • Competency: Professional Values>Public interest representation
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance