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ACLI Update Column
ACLI Update Column A discussion of Section 7702 and age 100 insured and the need for guidance on ... combined annuity and long-term care contracts Life insurance;Long-term care=LTC;Taxes=Taxation; 11607 ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update Column - Regulatory Developments
exchanges of non-qualified annuity contracts, Long Term Care features on Annuity or Life contracts, and the applicability ... Annuities;Internal Revenue Service=IRS;Long-term care insurance=LTCI;Taxes=Taxation; 4294977743 2/1/2012 ...- Authors: Walter Welsh, Mandana Parsazad, Pete Bautz
- Date: Feb 2012
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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ACLI Update – Legislative and Regulatory Developments
ACLI Update – Legislative and Regulatory Developments Updates on partial annuitization and exhanges, ... company with whom he had the annuity contract to direct a portion of the cash value to another company ...- Authors: Walter Welsh, Mandana Parsazad
- Date: Feb 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance
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ACLI Update - Administration's Fiscal Year 2011 Revenue Proposals Affecting Life Insurance Companies and Products
ACLI Update - Administration's Fiscal Year 2011 Revenue Proposals Affecting Life ... annuitization through exchanges of annuity contracts and direct partial annuitization of an annuity con- tract ...- Authors: Walter Welsh, Mandana Parazad
- Date: May 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Public Policy
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The Road to the Remediation Revolution: A Short History of the Correction Procedures for Life Insurance and Annuity Contracts
The Road to the Remediation Revolution: A Short History of the Correction Procedures ... definitional requirements while scrutinizing with utmost care, and endeavoring to limit, the cir- cumstances in ...- Authors: Application Administrator, Walter Welsh, Alison R Peak
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Life Insurance; Public Policy