June 24, 2026

https://www.youtube.com/watch?v=PyhclSCgCrs Investor Control Rules for Insurance Wrappers The investor control rules require that the policyholder does not exercise control over asset selection. The segregated asset account must satisfy the diversification requirements set out in Section 817(h) of the Internal Revenue Code or Section 851(b)(3). The insurance carrier must retain ultimate authority over the appointment of […]