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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
  • Product Matters! Looks Back
    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2
    Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2 Part 2 of the article continues providing data on why IUL income streams need to be managed and suggests techniques that ...

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    • Authors: Ben Wolzenski
    • Date: May 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Universal life
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