Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits ... As part of its work, the PBITT working group issued its annual survey to gather the range of assumptions ...

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    • Authors: Society of Actuaries
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ... September 2018 The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 ... 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
    Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed ... Guaranteed Benefits 2017 Survey Results Results of the PBITT Working Group annual VA Survey. Withdrawals;Death ...

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    • Authors: Jason Tucker Hartman
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 ... Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 ... 2013 Survey Results Report summarizing the results of the 2013 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Stephen Hodges, Charles M Bremer
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management ... develop better estimates of policyholder behavior in the tail (PBITT). The mission of the PBITT working group ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2019 Universal Life with Secondary Guarantees Survey
    Secondary Guarantees Survey Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey ... Assumptions The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Lapse Rates
    number of studies made by The Mutual Life of New York determining the effect on the lapse rates of the various ... various characteristics of the insured, the policy, the agent, and certain economic factors. From ...

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    • Authors: Charles F B Richardson, John M Hartwell
    • Date: Sep 1951
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder ... Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life