Edition
Refine your search
  • {{result}}
Browse by Topic
or
Publication Browse
1 - 10 of 87 results (0.61 seconds)
Sort By:
  • 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 ...

    View Description

    • 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
  • 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 ...

    View Description

    • 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
  • 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 ...

    View Description

    • 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
  • A Fresh Look at IRC Section 7702: From a Technology Perspective
    uncovered by testing in order to enable remediation. Valuation actuary, Corporate governance, Definition of life ... dataset, therefore not having to retrieve each individual value from the input source for each calculation ...

    View Description

    • 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
  • Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
    products have played a significant role in the individual life insurance market for many years. In the ... (based on annualized YTD 9/30/20 sales) for total individual UL, ULSG, and CAUL. For AccumUL, sales decreased ...

    View Description

    • Authors: Susan Saip
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • 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>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    for state law life insurance valuation and nonforfeiture requirements. Table 1 illustrates these changes ... section 7702 at the time of the statute’s enactment: Table 1 Selected Interest Rates While the floor rates ...

    View Description

    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • Product Matters
    opinions expressed herein are those of the individual authors and are not necessarily those of the ... example, has created a suite of tax-advan- taged individual savings accounts that appeal to specific consum- ...

    View Description

    • Authors: Society of Actuaries
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Full Issue
    Full ... ISSUE 103 • F E B R U A R Y 2 0 1 6 Individual Annuity Sales and Product Trends Page 12 By ... Baiye 3 Chairperson’s Corner By Jeremy Bill 4 Individual Annuity Sales And Product Trends By Simpa ...

    View Description

    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Engaging Mortality
    better pinpoint the expected mortality of an individual and, in doing so, reduce the variance around ... continue gathering information and learning about an individual insured after issue, they theoretically will ...
    • Authors: Eric Sondergeld
    • Date: Nov 2018
    • Competency: Leadership>Thought leadership
    • Publication Name: Innovators & Entrepreneurs
    • Topics: Life Insurance>Product development - Life Insurance
  • Actuarial Guideline XLIX (AG49): Past, Present and Future
    on IUL illustrations and additional definitions. Table 1 provides a simple example on the impact of AG49-A ... impact after netting out the account value charge). Table 1 AG49-A Example AG49-A “Quick-Fix” (2023) Innovation ...

    View Description

    • Authors: Richard John Hoffer, Alexander Tall, Kathryn van Ryn
    • Date: Jun 2023
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
    • Per Page: