Introduction to Tax Reserves

Session Description

Introduction to tax reserves will focus on life insurance reserves including defining life insurance and annuity reserves, discuss the tax reserve method and review the basics of Principle Based Reserves. The session will also cover the new regulations and Revenue Ruling 2020-19.

Session Objectives

-Learn the basic concepts for Principle Based Reserves
-Learn the fundamentals Life Insurance Company Reserve Taxation
-Understand Tax Reserve Method for Life Insurance, Annuities< Non-Cancellable A&H
-Understand the basics of Tax Reserve Methods – Other products
-Understand how Recent Regulation & Guidance impact the taxation for life insurance companies

Summary

Availability:

On-Demand

Cost:

$149.00

Credit Offered:

2 CPE Credits

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