Annuity Tax 101: Qualified vs. Nonqualified Made Simple

Faegre Drinker

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 annuity and nonqualified annuity products. Attendees will learn how to streamline their company’s processes to effectively and efficiently address disclosure requirements, contributions into and distributions out of annuities, ownership rules, and other tax implications.

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