National Underwriter Life & Health-Financial Services Edition

1. IRS Safe Harbor proposal needs revising, say industry groups.(Valuation Of...
A SAFE HARBOR FOR THE valuation of life insurance contracts proposed by the Internal Revenue Service has numerous shortcomings and should be revised, industry representatives ...
(PREMIUM PERIODICAL ARTICLE)

2. VA reserving timetable: adopt in '04, implement in '05.
REGULATORS AT THE NATIONAL Association of Insurance Commissioners have decided to postpone implementation of a risk-based capital and reserving project for variable annuities with guarantees.
(PREMIUM PERIODICAL ARTICLE)

3. Rule clarifies COBRA notice requirements.(Health Insurance)(Consolidated...
THE FEDERAL EMPLOYEE BENEFITS Security Administration has issued a final rule that spells out what employers have to do regarding health insurance continuation notices for ...
(PREMIUM PERIODICAL ARTICLE)

4. Financing executive retirement dreams: with the chill on equity split...
As the economy rebounds, more small businesses are eyeing executive benefits to attract, reward and retain their key employees. In the wake of new regulations, ...
(PREMIUM PERIODICAL ARTICLE)

5. Do your clients know about variable universal life?(Focus: executive...
There are some misconceptions about those who are highly compensated. One of the most prevalent is that they have more choices in life than those ...
(PREMIUM PERIODICAL ARTICLE)

6. Retirement benefits for S Corp owners and key employees.(Focus: executive...
OWNERS AND KEY EMPLOYEES OF S corporations face the same retirement gap as their counterparts in C corporations. The first step in addressing retirement needs ...
(PREMIUM PERIODICAL ARTICLE)

7. Traditional vs. non-traditional targets for selling 412(i) plans: this '...
WHEN MOST PRODUCERS THINK of a prospect for a 412(i) plan, they envision a professional between the ages of 40 and 70 (or within 10 ...
(PREMIUM PERIODICAL ARTICLE)

8. The new split-dollar loan regime: who will do this?(Focus: executive...
NOW THAT FINAL SPLIT-DOLLAR regulations have been published and the industry has had a chance to digest the new roles, we can now assess whether ...
(PREMIUM PERIODICAL ARTICLE)

9. Tapping into the executive benefits market.(Focus: executive benefits)
IN RECENT YEARS, THE INSURANCE business has been in the spotlight, sometimes in a negative light. Articles in the media, court cases and potential legislation ...
(PREMIUM PERIODICAL ARTICLE)

10. 1Q 2004 variable life sales off slightly.(Sales Stats)
VARIABLE LIFE EXPERIENCED a moderate downturn in sales in the 1st quarter of 2004 compared to the 4th quarter, which is consistent with the seasonality ...
(PREMIUM PERIODICAL ARTICLE)