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Tag:

life insurance

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    Product R + D

    Section 7702 Changes: The Saga Continues

    by TJ Whalen May 27, 2021
    written by TJ Whalen

    The landscape of the life insurance industry continues to evolve in 2021, as we had expected. The relief bill put out by Congress at the end of 2020 enacted several (somewhat unexpected) changes to the life insurance industry, the primary change being an update to Section 7702 of the Internal Revenue Code. As a reminder of what Section 7702 is and what those changes entailed, below is an excerpt from my last article.

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    May 27, 2021
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  • Product R + D

    Is Cash Value Part of the Death Benefit? [Infographic]

    by Chris Kite May 6, 2021
    by Chris Kite May 6, 2021

    Confusion can often swirl around the question, “Is cash value part of the death benefit?” We hear this question from time to time from novice and seasoned financial professionals alike. Perhaps the …

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  • Product R + D

    IUL vs. GUL: Which Makes the Most Sense?

    by Scott Hall March 18, 2021
    by Scott Hall March 18, 2021

    Updated September 6, 2023, at 11:38 AM Years ago, I wrote an article sharing my take on the state of guaranteed universal life (GUL) products and how they stack up against IUL …

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