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  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. 6442477448 7/13/2017 12:00:00 AM ...

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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
  • 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 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary ...

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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
  • 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 in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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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
  • 2018 Variable Annuity Guaranteed Benefits Survey
    2018 Variable Annuity Guaranteed Benefits Survey Results of the PBITT Working Group annual Variable Annuity Survey. Policyholder behavior;Variable annuities;Death benefits;Withdrawals 6442485759 ...

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    • Authors: Jeffrey Hartman
    • Date: Jan 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...

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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
  • Summary of Risk Management Research on Policyholder Behavior in the Tail Survey
    Summary of Risk Management Research on Policyholder Behavior in the Tail Survey Summary of recent surveys to life actuaries regarding assumptions surrounding policyholder behavior in the tail for ...

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    • Authors: Jeffrey Hartman
    • Date: Jun 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Annuities; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Risk measurement - ERM
  • 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 in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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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
  • PBITT VA Guaranteed Benefits 2016 Survey Results
    PBITT VA Guaranteed Benefits 2016 Survey Results Results of the PBITT Working Group annual VA survey. Policyholder behavior;Variable annuities;Death benefits; Withdrawals 6442471824 10/25/2016 12 ...

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    • Authors: Jeffrey Hartman
    • Date: Oct 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Policyholder behavior - Annuities