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Individual ledgers that fully comply with applicable sections of IRC7702 (CVAT and GPT) |
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Composite ledgers of group of policies |
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Capability to use a census to obtain illustrations |
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Withdrawals up to cost basis and borrowing thereafter |
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Various columns that can be customized by Insurer |
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Split Dollar capabilities |
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Deferred Compensation capabilities including cost recovery of benefits |
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Aggregate funding capabilities for the executive benefit market |
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Inforce illustration capabilities as of any valuation/projection date knowing that the date of change of age would not necessarily coincide with the projection date. |
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Complies with all applicable federal tax laws, state insurance laws and guidelines per SEC and NASD, subject to the approval by Insurer. |
Illustration Component 1
(203) 746-0559 email: kiri@lifeproductdevelopers.org