Insurance products

Insurance tax bulletins - Brief summaries of current tax developments impacting the taxation of insurance companies and their products.

Download in Adobe PDF format Tax consequences of assumption of insurance, annuity contracts (46kb) Insurer granted waiver for failed insurance contracts (54kb) Guidance on partial exchanges of annuity contracts (49kb) IRS seeks comments on split-dollar life insurance arrangements (45kb) Split-dollar life insurance arrangement modifications (45kb)    Read more alerts...    Subscribe to receive insurance tax bulletins

Life insurance and annuity products are continually evolving as demographics and needs change. Insurance products have applicability to many households, and corporations and small businesses alike deal with insurance product issues on a continuing basis.

PricewaterhouseCoopers has the experience to help with your insurance product questions. Our professionals are experienced in COLI and split-dollar, exchanges of life insurance and annuity policies, and separate accounts.

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