Legislation would change tax treatment of life insurers’ debt investments
April 16, 2025 by John Hilton
Legislation to modernize the taxation of debt investments held by life insurers has been reintroduced in both the House and Senate.
The Secure Family Futures Act is strongly supported the life insurance industry and would repeal the current capital tax treatment of debt investments, such as bonds. Instead, those investments would be subject to regular tax treatment.
The bill would align the tax treatment of life insurance companies’ debt holdings with that of other financial institutions.
Originally Posted at InsuranceNewsNet on April 15, 2025 by John Hilton.
Categories: Industry Articles