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Event Date Thu Aug 26 EDT (10 months ago)
Location Webinar
Region All

How does a change to the federal tax code, IRC Section 7702, impact your business and life insurance clients? The Consolidated Appropriations Act of 2021, signed into law last December, drops Section 7702’s minimum interest rate assumption for life insurance calculation from 4% to 2%. This change not only better reflects the reality of our low-interest-rate environment but substantially impacts funding strategies and selling opportunities for life insurance products.


2021 Speakers

Andrew Rinn, JD, CFP, CLU, ChFC
V.P., Advanced Markets & Competition and Case Design

Kelly Halverson
V.P. & Actuary, Individual Product Development

Sponsors & Partners

2021 Sponsors

• Ameritas
• PacificLife