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Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
the Section 7702 Valuation Interest Rate, which is the prescribed maximum valuation interest rate used ... Association of Insurance Commissioners’ Standard Valuation Law. The second rate is the Section 7702 Applicable ...- Authors: Stuart Kwassman
- Date: Feb 2021
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
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Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory ... Calculations This article reports the maximum statutory valuation and nonforfeiture interest rates for 1999 issues ...- Authors: David G Whittemore
- Date: Oct 1998
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
These products comprise about 40% of the total individual life market, and the survey covers a range of ... interest to a large portion of the life industry. table { text-transform: uppercase; } By Carl Friedrich ...- Authors: Carl Friedrich, Michelle Krysiak
- Date: Oct 2022
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Cost-Benefit Analysis: Quantifying the Value of EHRs
accelerated underwriting (AUW) trends among U.S. individual life insurance carriers point to a steep adoption ... underwriting. The 2015 Society of Actuaries (SOA) Valuation Basic Table (VBT) without mortality improvement was ...- Authors: Murali Niverthi
- Date: Nov 2023
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
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2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities
2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities Highlights from the ... S. Individual Life Insurance and Annuities. Acquisition expenses;Individual annuities;Individual life ...- Authors: Sam Gutterman
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
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RILA Nonforfeiture Requirements
calculations using market-consistent inputs for valuation, or A simple intrinsic value approach, or Use ... exempted from Standard NonForfeiture Law for Individual Deferred Annuities. AG54 Requirements Actuarial ...- Date: Oct 2023
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Product development - Annuities
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NAIC Update—March 2010 Meeting
NAIC Update—March 2010 Meeting Update on the proceedings of the March 2010 NAIC meeting. Annuity ... 2010 NAIC meeting. Annuity valuation;Health care reform;Life valuation;Mortality assumption;Nonforfeiture ...- Authors: Donna Claire
- Date: Jun 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Public Policy
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NAIC Update – September 2009 Meeting
NAIC Update – September 2009 Meeting Author reported on sessions she attended at September 2009 NAIC ... much information on the Valuation Manual. Annuity valuation;Life valuation; 10567 2/1/2010 12:00:00 ...- Authors: Donna Claire
- Date: Feb 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Public Policy
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2020/2021 Life Insurance Pricing Methodology Survey
assumptions used in pricing 2020 new issues of individual life and annuity products, with a focus on past ... assumptions used in pricing 2020 new issues of individual life and annuity products, with a focus on past ...- Date: May 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
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The Relationship of Mortality Projections and the Underlying Mortality Tables Used
The Relationship of Mortality Projections and the Underlying Mortality Tables Used This ... 1975-80 select/ultimate table, as opposed to the more modern 1990-95 select/ultimate table, can be a significant ...- Authors: Larry Warren
- Date: Aug 2002
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance