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  • Revenue Procedure 99-27
    Revenue Procedure 99-27 The IRS released the details of a program to allow life insurers to correct ... comply with the modified endowment MEC rules under section 7702A of the Internal Revenue Code the “Code”.

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    • Authors: Christian J DesRochers, Brian King
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • Product Matters, January 2002, Issue No. 52
    Product Matters, January 2002, Issue No. 52 Full version of Product Matters, January 2002, Issue ... Matters, January 2002, Issue No. 52 Full version of Product Matters, January 2002, Issue No. 52. 26138 ...

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    • Authors: Brian King, Mary J Bahna-Nolan, Nancy Winings, Douglas Robbins, Eva Goldstein, DAVID MILLER
    • Date: Jan 2002
    • Publication Name: Product Matters!
  • At Last — A Permanent MEC Correction Procedure
    Y 2 0 0 2 6 Introduction O n August 6, 2001, the InternalRevenue Service issuedRevenue Procedure 2001-42 ... inadvertent modified endowment contracts, or MECs. The insurance indus- try had been without an MEC correction ...

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    • Authors: David Miller, Brian King
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits