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  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
  • A Fresh Look at IRC Section 7702: From a Technology Perspective
    A Fresh Look at IRC Section 7702: From a Technology Perspective A discussion on technology improvements in establishing compliance with sections 7702 and 7702A. The Internal Revenue Code defines ...

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    • Authors: Sheryl Flum, Alexander Zaidlin, Drew Caulk
    • Date: Feb 2022
    • Competency: Results-Oriented Solutions
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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