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Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ... life insurance products in the future. By Stu Kwassman Product Matters!, February 2021 Introduction As most ...- 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
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Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey This article summarizes ... summarizes the findings of the 2020/2021 Milliman UL/IUL/VUL survey. The survey covers a range of specific ...- 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
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Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey The article summarizes ... summarizes results of a Milliman survey per the title. These products comprise about 40% of the total individual ...- 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
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What's Trending in the Universal Life Market? More of the Same
Trending in the Universal Life Market? More of the Same This article provides a summary of the key findings ... 8th annual survey of lading UL carriers. The survey covers issues and challenges of UL/IUL products and ...- Authors: Susan Saip
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Innovation vs. Governance - Can They Coexist?
balancing the tension that naturally arises between them. Company culture is often a driver of success ... Editor’s Note: This article was previously published on the Milliman website in September 2020. It is reprinted ...- Authors: Paul Fedchak, Stacy Koron
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Enterprise Risk Management>Governance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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Actuarial Guideline XLIX (AG49): Past, Present and Future
Present and Future Written in reaction to the AG49-A "quick-fix" passed, this article covers the history ... history of IULillustration regulation. It begins by covering major product development and regulationmilestones ...- 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
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Highlights of May 2013 Life & Annuity Symposium
Highlights of May 2013 Life & Annuity Symposium This article contains a summary of some of the presentations ... presentations given at the May 2013 SOA Life & Annuity Symposium. This article does not cover all sessions ...- Authors: James Filmore, Kurt Guske
- Date: Oct 2013
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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Universal Life and Indexed Universal Life Survey: Results
Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL ... benchmarking for UL/IUL competitors relative to trends in the industry. 8/21/2020 12:00:00 AM ...- Authors: Susan Saip
- Date: Aug 2020
- 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>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Are Discounted Accelerated Benefits Cost Neutral?
Are Discounted Accelerated Benefits Cost Neutral? Article analyzes the value of a discounted ... Accelerated Benefits Cost Neutral? Article analyzes the value of a discounted accelerated benefit provision and ...- Authors: Jeffery Dukes
- Date: Mar 2017
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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Pricing Surface
Pricing Surface It is ... worth the effort to obtain a pricing surface. It helps make an informed decision and facilitate the pricing ...- Date: Nov 2017
- Competency: Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Simulation