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Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
contracts entered into on and after June 21, 1988.[17] Why the Floor Interest Rates Needed to be Changed ... mortality charge rule of section 7702(c)(3)(B)(i). [17] See § 5012(e)(1) of the Technical and Miscellaneous ...- Authors: Brian King, Craig R Springfield, Robert A Fishbein
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
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Captive Evaluation in Reserve Mechanical
Captive Evaluation in Reserve Mechanical Provides an overview of the case “Reserve Mechanical” ... During the relevant years, Peak had between 13 and 17 employees. At all times during the relevant years ...- Authors: Jean Baxley, Catherine Moore
- Date: Oct 2018
- Competency: Communication>Written communication
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life
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Guideline Premium Forceouts
Guideline Premium Forceouts This article describes the potential effects of a Guideline Premium ... anti-selection risk. FEBRUARY 2018 TAXING TIMES | 17 This reduction in the face amount then triggers ...- Authors: Lawrence Hersh
- Date: Feb 2018
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life