Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • 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 ...

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    • 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
  • C-3 Risk and Liability Hedging
    C-3 Risk and Liability Hedging 1988 Valuation Actuary Symposium. The speakers in this session ...

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    • Authors: William Britton, Douglas Doll
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • Modeling the Participating Whole Life Division
    Modeling the Participating Whole Life Division 1988 Valuation Actuary Symposium. In this session the speaker ...

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    • Authors: Allan Brender
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Whole life; Modeling & Statistical Methods; Public Policy
  • The Future of Permanent Life Insurance
    The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 ... markets;Inflation;Lapse rates=Lapses;Life insurance;Life valuation;Marketing and distribution;Policy loans;Standard ...

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    • Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
  • Life and Casualty Company Organization for the 1980's
    agent simply cannot afford to go to the kitchen table to sell a _50,000.00 term policy. When IBM and Digital ... '79, are essentially illiquid, and even in a valuation process it says if you apply a market value to ...

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    • Authors: Jack V Masterman, C Norman Peacor, C David Silletto, Frank W. Barsalou
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Staff management and motivation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Whole life; Public Policy; Technology & Applications