1
-
4
of
4
results (0.48 seconds)
Sort By:
-
Taxing Times Tidbits
Taxing Times Tidbits A discuss of notice and consent requirements for employer-owned life ... insurance policies and the IRS rules again on an annuity-LTC combination product. ;; Taxes=Taxation; Long-term ...- Authors: Frederic Gelfond, Brian King
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Long-term Care
-
IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor ... contracts satisfying the section 7702 reasonable mortality requirements PBR;Taxes;Life insurance ;Product ...- Authors: Brian King, John Adney, Craig R Springfield
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
-
At Last — A Permanent MEC Correction Procedure
January 2002 – Issue No. 52 P R O D U C T M A T T E R S J A N U A R Y 2 0 0 2 6 Introduction O n ... Miller continued on page 8 P R O D U C T M A T T E R S J A N U A R Y 2 0 0 2 7 The 150% Test: Contracts ...- Authors: David Miller, Brian King
- Date: Jan 2002
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits
-
Private Rulings Regarding“Cash Surrender Value”Under Section 7702
Skipper, Jr., Life & Health Insurance 46 (13th ed. 2000) (“Black & Skipper”). Another cited text defined ... surrender value as “[t]he amount of prefunded mortality charges that is available to a terminating policyowner ...- Authors: Brian King, Craig R Springfield
- Date: Sep 2006
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy