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Notice 2004-61: Guidance on Mortality under IRC Section 7702
Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...- Authors: Application Administrator, Craig R Springfield
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance; Public Policy
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Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...- Authors: Application Administrator, Alison R Peak
- Date: Jun 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Recent Developments in Qualified Annuitization
Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...- Authors: John Blocher
- Date: Jul 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy
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Whither the Variable Annuity?
Whither the Variable Annuity? A discussion of how the tax law changes of 2003 might affect the attractiveness of variable annuity business relative to mutual funds and direct investments in ...- Authors: Douglas A Eckley
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Public Policy