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  • Captive Evaluation in Reserve Mechanical
    capitalization of $100,000. From 2008–10, Reserve issued direct written insurance policies including coverage ... underwriting stop- loss endorsement that applied to all direct written policies that Reserve issued. Pursuant ...

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    • Authors: Jean Baxley, Catherine Moore
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses ... be needed, too. Because the Act’s changes have a direct impact on 2021 sales, as well as the profitability ...

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    • 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
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts Over the ... given the concerns described above, considerable care needs to be taken before relying on the FN 53 approach ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life; Public Policy
  • Guideline Premium Forceouts
    Guideline Premium Forceouts This article describes the potential effects of a Guideline Premium ... not within the scope of the owner’s contract, care must be taken to not cross the line and assume that ...

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    • 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