Tax Law Change Brings Life Insurance Sales and Marketing Opportunities

August 26th at 2 pm eastern

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.

Kelly Halverson, Vice President & Actuary, Individual Product Development at Ameritas joins Andrew Rinn, JD, CFP, CLU, ChFC, Vice President, Advanced Markets & Competition and Case Design at Ameritas to explain the pertinent changes to Section 7702, their impact on life insurance product offerings, and sales and marketing opportunities they create for producers.

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Speaker