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  • Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?
    legislation, which is discussed later. Today, the primary interpretive questions involving Section 264(a) ... similar to those Congress had previously denied for direct premium payments. If the premiums themselves were ...

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    • Authors: Bryan W Keene, Mark Smith
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Life Settlements: Congress Wades Into the Fray
    Life Settlements: Congress Wades Into the Fray Article examines a proposed amendment to ... patients needed to pay for the high cost of medical care, and many had a life insurance contract as an asset ...

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    • Authors: John Adney, Bryan W Keene
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Life Insurance; Public Policy