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IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts
IRS Addresses Tax Treatment of Non-Qualified Annuities Issued to Trusts The article analyzes Private Letter Ruling 202031008, which considers how Internal Revenue Code sections 72(q) and (u) ...- Authors: Eric Lanning, Bryan W Keene
- Date: Nov 2020
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Payout annuities; Public Policy; Annuities>Deferred annuities
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Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling
Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling This is a research project discussing ...- Authors: Steve Cooperstein
- Date: Mar 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Economics>Behavioral economics; Life Insurance>Marketing and distribution - Life Insurance; Long-term Care
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Session 097: Global Aging and Product Innovation
Session 097: Global Aging and Product Innovation The growing aging population presents unique challenges and opportunities, especially for the financial services industry. Presenters will explore ...- Authors: Douglas Andrews, John Robinson, Hajime Morimoto, Matt Singleton
- Date: Feb 2020
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Annuities>Marketing and distribution - Annuities; Demography; Demography>Longevity