Annuity Tax 101: Qualified vs. Nonqualified Made Simple

Navigate today’s regulatory challenges with confidence — the Tax Insights for Insurers webinar series delivers actionable strategies for professionals at companies offering life, annuity, and long-term care products. Each session offers practical guidance and up-to-date information to help insurance professionals understand the legal and tax environment, improve their company’s compliance and risk management procedures, and enhance the quality of their insurance offerings.

Join Faegre Drinker attorneys Jacquelyn Gordon and Page Fleeger for a discussion of the tax and regulatory differences between qualified and nonqualified annuity products. Attendees will learn strategies to streamline their company’s processes for efficiently addressing disclosure requirements, handling contributions and distributions, navigating ownership rules, and understanding other key tax implications.

Time

12:15-12:45 p.m. ET

Have a scheduling conflict? Register for the live event and we’ll send you the on-demand recording shortly after the broadcast date.

Tell Me More

For detailed event information, including speakers, please visit the event website.

Questions

Contact Natalie Brzoza or call +1 312 356 5146.