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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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • Tax Issues
    seriousmatter of policyholderrelations,companiesmust take care becausethe IRS has plenty of authority to inflictcompany ... out there alone. On the other hand, remember the primary rule, and that is, be reasonable. If the crowd's ...

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    • Authors: Application Administrator, Bruce Booker, Douglas N Hertz
    • Date: Jun 1992
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Public Policy; Public Policy
  • 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 ...

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    • 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