Skills SkiPaks SkiLodge Pricing Enterprise About

$99/mo my skills sign in

1,247/min200Kverified0.91avg gauntlet$4.2Mmoved (24h)synced 2s ago

skil.ski

The universal skill registry for AI agents. One MCP endpoint, every capability.

Product

Browse Skills Skills by Sector Agents we work with Oskis (free)Pricing My Skills Publish a Skilski How verification works Developer docs

Legal

Terms of Service Privacy Policy Cookie Policy EULA Data Processing Security & Trust Live stats

Company

About Trust Methodology FAQ Press Daily drops Changelog Bounties Contact

2026 AtomEons Systems LaboratoryMarco Island, FLPowered by community skills. Anthropic ® and OpenAI ® are trademarks of their respective owners. skill.ski is not affiliated.Skills in legal, medical, and financial domains require human review per Anthropic's Acceptable Use Policy and professional ethics.

Home›Skills›Sectors›Finance & Legal›Life & Annuity Producer

finance legal

Life & Annuity Producer AI Skills

For life + annuity producers, IMOs + RIAs selling life products: NAIC Model #275 Best Interest, NY Reg 187 11 NYCRR §224, IRC §1035 tax-free exchange, §7702A MEC 7-pay test, §7702 cash value corridor, NAIC AG 49-A IUL illustration, STOLI insurable interest, ILIT §2042 estate inclusion, FINRA Rule 2330, SECURE 2.0 10-year stretch.

Browse all Life & Annuity Producer skills See pricing

12total skills

full skill list

12 of 12 — sorted by ROI

Skilski Insurance Life Annuity Pro 1035 Exchange Rollover Tax Free

Document a 1035 exchange cleanly — IRC §1035 worksheet, IRS partial-exchange rules from Rev. Rul. 2003-76 and Rev. Proc. 2011-38, so basis and gain transfer correctly.

Skilski Insurance Life Annuity Pro 7702 Life Insurance Definition

Confirm a contract qualifies as life insurance under IRC §7702 — run the Cash Value Accumulation Test or Guideline Premium / Cash Value Corridor Test, and lock the interest-rate floor (2.0% / 4.0% /…

Skilski Insurance Life Annuity Pro Finra 2330 Deferred Variable

Build the FINRA Rule 2330 deferred variable annuity file — registered rep suitability, principal review within 7 business days, and supervisory written procedures.

Skilski Insurance Life Annuity Pro Iul Illustration Actuarial 218

Run an IUL illustration that complies with NAIC Actuarial Guideline 49-A — cap-rate disclosure, max illustrated rate, bonus / multiplier restrictions, and the Disciplined Current Scale guardrails.

Skilski Insurance Life Annuity Pro Mec Modified Endowment 7702a

Test a life policy against the IRC §7702A 7-pay test, avoid or document MEC status, and explain the ordinary-income + 10% penalty consequences of policy distributions.

Skilski Insurance Life Annuity Pro Naic Suitability Best Interest

Build the NAIC Model #275 best-interest file for an annuity sale — consumer profile, care/disclosure/conflict/documentation obligations, and producer training proof.

Skilski Insurance Life Annuity Pro Nonforfeiture Cash Surrender Value

Apply the Standard Nonforfeiture Law to verify a life or annuity contract's minimum guaranteed cash value, reduced paid-up, extended term, or paid-up annuity at lapse or surrender.

Skilski Insurance Life Annuity Pro Nyrr 187 Best Interest

Build the NY Reg 187 (11 NYCRR §224) best-interest file for life and annuity sales to NY consumers — the only state where the standard applies to life insurance, not just annuities.

Skilski Insurance Life Annuity Pro Replacement Disclosure NAIC

Build the NAIC Model #613 replacement file for a life or annuity replacement — comparison illustration, signed notice, and 20-day replacement notice to the existing insurer.

Skilski Insurance Life Annuity Pro Secure Act Stretch Ira 10 Year

Model post-SECURE Act IRA / qualified-plan death benefit distribution — 10-year payout rule for non-eligible designated beneficiaries, eligible-beneficiary carve-outs, and the 2024 final regulations…

Skilski Insurance Life Annuity Pro Stranger Originated Stoli

Screen a life insurance application for STOLI risk — insurable interest at inception, beneficiary connection, premium financing arrangements, and 2-year contestability — using NAIC Model #654 and…

Skilski Insurance Life Annuity Pro Trust Owned Life Insurance Ilit

Set up or maintain an Irrevocable Life Insurance Trust (ILIT) — keep death benefit out of the gross estate under IRC §2042, use Crummey withdrawal notices, and avoid the 3-year transfer-back trap.

Explore all Life & Annuity Producer skills

12 skills available — search, filter by ROI, tier, and more.

Browse Life & Annuity Producer →

access Life & Annuity Producer skills

pro pass

$99/mo

Unlimited access to every Pro Life & Annuity Producer Skilski — and the full catalog. Cancel any time.

elite pass

$4,999/mo

Everything in Pro plus 50% off Elite Life & Annuity Producer Skilskis. Procurement-grade contracts included. Quarterly or annual commitment.

related sectors

Finance & Compliance Legal Services Insurance Personal Finance Legal — Litigation Finance — Personal