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

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  • Mortality Table Slope—The Discussion Goes On
    Mortality Table Slope—The Discussion Goes On This article discusses the proper slope of mortality tables ...

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    • Authors: Douglas Doll
    • Date: Jul 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • 1995-1996 Individual Life Mortality Study
    1995-1996 Individual Life Mortality Study A discussion of the Society of Actuaries study of Mortality ...

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    • Authors: Douglas Doll
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • 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 ...

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    • 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
  • SPIA Interest Rates in VM- 22 for Stat Reserves
    SPIA Interest Rates in VM- 22 for Stat Reserves Provide high level summary of changes ... summary of changes to Valuation Rates for Payout Annuities and similar contracts. Valuation Rates;VM-22;Payout ...

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    • Authors: Paul Hance, Heather Gordon
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities
  • SOA 1995-2000 Mortality Study
    SOA 1995-2000 Mortality Study This article summarizes the SOA 1995-2000 Mortality Study. ... summarizes the SOA 1995-2000 Mortality Study. Individual life plans;Life insurance;Mortality rates=Mortality ...

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    • Authors: Timothy Rhodes
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality
  • Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing
    sub-committee of the American Academy of Actuaries Life Valuation Committee, has developed a preliminary Principles ... insight into the potential changes that are on the table. Help companies prepare for industry-level field ...

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    • Authors: Zohair Motiwalla, Karthik Yadatore, Aatman Dattani
    • Date: Feb 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Has the Illustrations Regulation Been Successful?
    Has the Illustrations Regulation Been Successful? A commentary on whether or not ... been successful. Discount rates=Interest rates;Individual life plans;Mortality assumption;Illustrations=Illustration ...

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    • Authors: Scott Witt
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Does Preferred Wear Off?
    Does Preferred Wear Off? This article discusses whether or not the Preferred risk ... the Preferred risk class wears off over time. Individual life plans;Mortality assumption;Mortality rates=Mortality ...

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    • Authors: Steven Cox
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Underwriting - Life Insurance