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Federal Income Tax: Policyholder Issues
Federal Income Tax: Policyholder Issues This session discussion is about Federal Income Tax, policy ... Society of Actuaries Vol. 15, No. 2. Long-term care=LTC;Mortality rates=Mortality tables=Death rates ...- Authors: Steven Eisenberg, Douglas N Hertz, Carol A Marler, John Palmer, W Mark Smith
- Date: May 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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It Is 1998 - Are Your Life Insurance Products Compliant with 7702/A?
cover not only a spouse or a child, but also the primary insured under the policy. That is our issue today ... up is although we have term insurance on the primary insured, is this family term insurance QAB, which ...- Authors: Application Administrator, Cherri R Divin, Larry Stern, K.David Nunley
- Date: Oct 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Section 7702 & 7702A: An Update
touched on - that is, the addition of long-term care or terminal illness benefits to in-force life insurance ... happen, namely that the addition of a long-term care or terminal illness rider or benefit onto an existing ...- Authors: Application Administrator, Timothy P Schiltz, John W Holt, Steven D Hooe
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Emerging Tax Issues
family term rider included a term rider on the primary or base insured. In fairness, though, I would point ... of that legislative history a term rider on the primary insured is a OAB. Phil, I agree that to the extent ...- Authors: Application Administrator, August Chow, Stanton L Cole, Steven D Hooe, Michael P Cogswell, Thomas A Gick
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Product Design And Marketing Under Section 7702A
of that sort, business term insurance, long-term care riders on life insurance contracts) this issue will ... over whether a rider of term insurance on the primary 1054 PRODUCT DESIGN AND MARKETING UNDER SECTION ...- Authors: Application Administrator, Christian J DesRochers, R Richard Retticker
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It?
if the tax system is changed, this could have a direct effect on the tax burden that individuals and companies ... combine health protection products such as long-term care with life insurance and annuities, which Life ...- Authors: Christian J DesRochers, Marilyn Brown, Craig R Springfield
- Date: May 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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What's New and Exciting in Insurance Product Taxation?
insurance under the tax laws. You need to use some care here in deciding whether you run your terminal ... explain what all that is about and why we should care about it. What I want to talk about today is the ...- Authors: Application Administrator, Douglas N Hertz, Brian King
- Date: Jun 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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The Life Insurance Company Income Tax Act of 1959
tax returns just a week or two ago and their primary concern has been the computation of the total ... ample, some companies will wish to distinguish direct business from re- insurance business and participating ...- Authors: Andrew Delaney, William E Lewis, Charles G. Groeschell, J Edwin Matz, Henry F Rood, Richard C. Guest
- Date: Mar 1960
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Life Insurance; Public Policy
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Supplement to Life Insurance and Modified Endowments, Under Internal Revenue Code Sections 7702 and 7702A
ACCELERATED DEATH BENEFITS AND LONG-TERM CARE RIDERS..... 49 Long-Term Care Riders (LTC) and Critical Illness ... example, of charges imposed to pay for a long- term-care (LTC) insurance accelerated benefits rider. Hence ...- Authors: Application Administrator, Christian J DesRochers, Douglas N Hertz, Brian A King
- Date: Jan 2008
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance; Public Policy
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United States Life Insurance Tax Law
been, however, that this approach simply suggested direct tax avoidance, although it is consistent with the ... agreements should be good although there is no direct mention of it. MR. GREENBERG: It's basically that ...- Authors: Julian J Dukacz, Allan D Greenberg, Randall Mire, Dennis Van Mieghen
- Date: Jun 1985
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy