Investment Oriented Life Insurance Products
- joinwai.com/seminar.html
- SEMINAR PRESENTATION SUPPORT FROM DAVID MACCHIA ONE OF THE INDUSTRY’S TOP PUBLIC SPEAKERS- AND LEADING EXPERT IN RETIREMENT INCOME- WILL HELP YOU MAXIMIZE THE SUCCESS OF YOUR EDUCATIONAL EVENTS
- Paine Webber - The Alternative Plan: How to Create Tax-advantaged Retirement Income.
- The Paine Webber - David Macchia Retirement Income Seminar School
- 2011 - LR - Combating the Teleological Drift of Life Insurance Solvency Regulation: The Case for a Meta-Risk Management Approach to Principles-Based Reserving, by Robert Weber - 82p
- 2. The Product Shift: From Traditional Whole Life to Investment-Oriented Capital Accumulation Products & Annuities ..... 68
- (a) Life Insurance Products ..... 69
- 1988 0315 - GOV (House) - Investment Uses of Life Insurance
- [PDF-257p-GooglePlay, VIDEO-?] -> Not on govinfo.gov
- ACLI - Richard S.Schweiker
- Andrew D. Pike
- DOTT - Dennis E. Ross, Deputy Assistant Secretary for Tax Policy, U.S. Department of the Treasury
- GAO - Testimony - Taxation of Single Premium Life Insurance - 15p
- House - Committee on Ways and Means - Subcommittee on Select Revenue Measures
- 1988 0325 - GOV (Senate) - Tax Treatment of Single-Premium Life Insurance, (CSPAN) Single Premium Life Insurance, Max Baucus, (D-MT) --- [BonkNote]
- 1988 0315 - GAO - Testimony - Taxation of Single Premium Life Insurance - 15p
- 1989 Dec / Jan - AICPA - The Planner - 9p
- Investment-Oriented Life Insurance Products
- To discourage the use of life insurance as a tax shelter, the Act provides for the taxation of certain distributions from single-premium and other investment-oriented life insurance contracts.
- Policies subject to the new rules are those meeting the definition of modified endowment contracts in new I.R.C. Section 7702A or policies received in exchange for modified endowment contracts. Modified endowment contracts are policies entered into after June 20, 1988, that do not meet the 7-pay test. Under that test, the accumulated amount paid under the contract at any time during the first seven years must be no more than the sum of net level premiums that would be paid if the contract provided for paid-up future benefits after payment of seven level annual premiums
- 1990 01 - GAO - Tax Treatment of Life Insurance and Annuity Accrued Interest - Report to the Chairman, Committee of Finance, U.S. Senate, and the Chairman, Committee on Ways and Means, House of Representatives, Government Accountability Office - 56p
- 1994 - AICPA - core.ac.uk/download/pdf/288030654.pdf
- 2008 - Book - Handbook of Finance, by Frank J. Jones
- Investment-Oriented Life Insurance - Volume I. Financial Markets and Instruments - 6. Investment Companies, ETFs, and Life Insurance Products
- 2010 - LIMRA / Milliman - Emerging Risks in the Marketing and Distribution of Life Insurance and Annuities - 44p
- (p20) - For some consumers, a basic whole life insurance product looks pretty good right now, compared with other more investment-oriented life insurance products. LIMRA's sales tracking studies show that whole life and term insurance fared much better during the crisis than universal and variable life products (See Figure 6.2). A focus on traditional guaranteed products could be an effective strategy in the current environment.
- 2015 01 - OCC - Retail Nondeposit Investment Products, Version 1.0, Office of the Comptroller - 171p
- (p38) - A growing trend in the brokerage industry involves the “dual hatting” of registered representatives as RIA employees. These sales representatives provide investment advisory services to retail clients in tandem with brokerage services.
- A bank’s arrangement for the provision of RNDIP sales activities may also engage insurance agents for the offering of fixed rate annuities and investment oriented life insurance products. A bank’s initial selection and ongoing due diligence processes should comprehensively cover all the affiliated and unaffiliated third parties engaged in the RNDIP sales program.