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  • 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
  • The Practical Use of Recursive Functions
    The Practical Use of Recursive Functions This paper discusses some powerful uses of recursive functions ... including: 1. Universal life, both for the calculation of target premiums and reserves. 2. Paid-up ...

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    • Authors: L Giles
    • Date: Jan 1993
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Life Insurance>Universal life; Life Insurance>Whole 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 ... 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
  • Premium Persistency Study of Flexible Premium Universal Life Products Report
    Premium Persistency Study of Flexible Premium Universal Life Products Report This is a research report ... report summarizing results of premium persistency assumptions used by life insurers for flexible premium ...

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    • Authors: Society of Actuaries
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; 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
  • 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 ... 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
  • Source-of-Earnings Analysis under FAS 97 Universal Life Accounting
    Source-of-Earnings Analysis under FAS 97 Universal Life Accounting This paper illustrates a procedure ... procedure for analyzing the sources of profit under FAS 97 and suggests an analytical procedure for reflecting ...

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    • Authors: Joseph H Tan
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
  • Premium Persistency Study of Flexible Premium Universal Life Products Addendum
    Persistency Study of Flexible Premium Universal Life Products Addendum This is a addendum for the research report ... report summarizing results of premium persistency assumptions used by life insurers for flexible premium ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results ... Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey ...

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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
  • Source of Earnings Analysis for Flexible Premium and Interest-Sensitive Life and Annuity Products
    Source of Earnings Analysis for Flexible Premium and Interest-Sensitive Life and Annuity Products This ... describes the application of source of earnings 'SOE' analysis methodology to the reported pre-tax ...

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    • Authors: Robert Stein, Joseph H Tan
    • Date: Oct 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities; Enterprise Risk Management>Financial management; Life Insurance>Universal life
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