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  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key ... insurance;Policyholder behavior;Statutory reserves;Statutory valuation;Stochastic models;Deterministic models 6442480144 ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • PBR Corner
    depend on the valuation basic table (VBT) being used to represent industry mortality. Table 1 summarizes ... summarizes the requirements of Section 9C(4). Industry Table 2008 VBT 2015 VBT Permitted methods A method ...

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    • Authors: Karen Rudolph, Ruijuan Wang
    • Date: Jun 2016
    • Competency: Leadership>Influence; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
  • Why IUL Income Streams Need to be Managed - Part 1
    crediting rate permitted by AG49. The chart in Table 1 shows the result of converting the 20 one- year ... twenty different outcomes are pro- duced (see Table 1). (Twenty different sequences of returns are ...

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    • Authors: Ben Wolzenski, John McSwaney
    • Date: Oct 2018
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • Targeted Improvements—Illustrated Universal Life Earnings
    EDs are valued at fair value using risk neutral valuation tech- niques. Insurance risk benefits are valued ... assumptions consistent with those used for DAC valuation (real-world economic assumptions). FAIR VALUE ...

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    • Authors: Steven Malerich
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    the tabular cash values prevailing thereafter. Table 1 details the applicable guarantees for this contract ... were designed with the guarantees out- lined in Table 1, the resulting GLP would be identical to the GLP ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life; Public Policy
  • In the Beginning…A Column Devoted to Tax Basics Why Section 7702 (and 7702A, too)? Some Historical Perspectives
    In the Beginning…A Column Devoted to Tax Basics Why Section 7702 (and 7702A, too)? Some Historical ... charge based on the 1792 Northampton mor- tality table, even though the charge actually imposed for the ...

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    • Authors: John Adney
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life