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Actuary Tag

The substantial change to IRC Section 7702 made by the Consolidated Appropriations Act has been the big story in 2021. Why were these changes made and what might this broadly mean for different insurance products? Unpack the changes with us in this **SPECIAL EDITION*** POINTS...

Participating loans have been around for some time now. Even after the second portion of AG-49 launched on March 1st, 2016, restricting illustrations to a 1% credit to the loaned amount, they continue to be very popular in the Indexed UL world....