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  • Guideline Premium Forceouts
    This article describes the potential effects of a Guideline Premium Forceout on the policy values and administration ... administration of Universal Life policies. Universal Life;Product Administration;Life Insurance 6442480743 ...

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    • Authors: Lawrence Hersh
    • 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
  • 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 Perspectives ... Perspectives In this article, the authors take an exploration of the pertinent life insurance and political ...

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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
  • Targeted Improvements—Illustrated Universal Life Earnings
    Targeted Improvements—Illustrated Universal Life Earnings Illustrates the effects that ... Earnings Illustrates the effects that proposed GAAP changes will have on earnings emergence of universal life ...

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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
  • Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite?
    Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite? This article asks the ... It Appropriate to Underwrite? This article asks the question, Is It appropriate to underwrite changes ...

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    • Authors: David Hippen
    • Date: Dec 1999
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies ...

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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
  • From the Chair
    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration ...

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    • Authors: Housseine Essaheb
    • Date: Jun 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
  • PBR Corner
    JUNE 2016 THE FINANCIAL REPORTER | 21 PBA Corner By Karen Rudolph and Ruijuan Wang The views expressed ... this article are those of the authors and do not necessarily reflect the views of Milliman nor are they ...

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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
    Why IUL Income Streams Need to be Managed - Part 1 The article (Part 1) describes the potential ... Streams Need to be Managed - Part 1 The article (Part 1) describes the potential problems when policyholders ...

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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
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    Universal LifeInsurance Contracts Over the past few years, the Internal Revenue Service has issued two ... waiving the failure of certain fixed-premium universal life insurance FPUL contracts to satisfy the guideline ...

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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
  • From the Chair
    From the Chair The Chairperson addresses the readers. Life Insurance 6442480742 2/1/2018 12:00:00 ...

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    • Authors: Housseine Essaheb
    • 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