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A Fresh Look at IRC Section 7702: From a Technology Perspective
discussion on technology improvements in establishing compliance with sections 7702 and 7702A. The Internal ... actuarial tests that limit the investment in a life insurance contract as compared to the death benefit. Inadvertant ...- Authors: Sheryl Flum, Alexander Zaidlin, Drew Caulk
- Date: Feb 2022
- Competency: Results-Oriented Solutions
- Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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Adjustable Life Products
Adjustable Life Products This 1978 discussion focused on Adjustable Life Products. Topics included: ...- Authors: John E Aschenbrenner, Gerald R Chapman, Samuel H Turner, Alice M Neenan
- Date: Jun 1978
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance
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Insights in Life PBR Practices
implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...- Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
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Corporate-Owned Life Insurance COLI
This session from the 1995 SOA Boston Meeting covers usage, sales methods, and design of COLI products and ... implications, and tax issues. From the Record of the Society of Actuaries, Vol. 21, No. 4b. Marketing ...- Authors: John Coleman, Steven Eisenberg, Judy Faucett, Timothy Millwood, John Ryan
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance
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The Driving Force Behind Participating - Universal Life - Nonguaranteed Element Product Development
The Driving Force Behind Participating - Universal Life - Nonguaranteed Element Product Development ... Development 1994 SOA Spring Meeting, San Francisco. The panel discussed current issues in participating, UL ...- Authors: Christian J DesRochers, Philip Polkinghorn, Linda S Streck, Mark A Tullis
- Date: May 1994
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive
The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive This article discusses ... discusses the growing popularity of variable products and compares the product design and pricing of VUL and ...- Authors: Dennis Carr, John Fenton
- Date: Apr 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Product Development Efficiency
Product Development Efficiency This article discusses the importance, measurement and ... Efficiency This article discusses the importance, measurement and improvement of product development efficiency ...- Authors: Larry Stern, David G Whittemore
- Date: Jun 1998
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance
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Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...- Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Modeling Platform
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
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Implementation and Modeling Emerging Practices for Life PBR
implementation of life principle-based reserves (PBR) is just around the corner, and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...- Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Chris Whitney
- Date: Dec 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Financial Reporter
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods
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Instant Issue for Life Insurance Products
Instant Issue for Life Insurance Products 1999 SOA Regional Meeting, Atlanta. This session covered ... Atlanta. This session covered the process of rapid product issue and the implications that has from a ...- Authors: Edward A Turner, Charlotte A Lee, Bill L Moore, James A Fritz
- Date: May 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance