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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 In this article, the authors take an exploration of the pertinent life insurance ...- 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
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Drivers of the UL/IUL Market
Drivers of the UL/IUL Market Summary of annual Milliman UL/IUL Issues Report, covering issues and challenges of these products. Equity Indexed Life;Universal Life 6442471793 11/1/2016 12:00:00 AM ...- Authors: Susan Saip
- Date: Nov 2016
- Publication Name: Product Matters!
- Topics: Life Insurance>Universal life
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Update on Universal Life Reserves and Non-Forfeiture Values
Update on Universal Life Reserves and Non-Forfeiture Values Discusses the emerging proposals for revision of the NAIC Model UL Regulation to address valuation, non-forfeiture, and disclosure ...- Authors: Douglas Doll, James W Lamson, Philip Polkinghorn
- Date: Jun 1988
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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Universal Life Reserves - Should Long-Term Sufficiencies Offset Short-Term Deficiencies?
Universal Life Reserves - Should Long-Term Sufficiencies Offset Short-Term Deficiencies? The June 1987 report on UL valuation and nonforfeiture, by the American Academy of Actuaries Universal ...- Authors: Douglas Doll
- Date: Nov 1987
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life
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The Next Generation Universal Life
The Next Generation Universal Life 1999 SOA Regional Meeting, Atlanta. In this session on next-generation UL, the panelists explored 1999 product development issues relating to the general ...- Authors: Daniel Byrne, Deanne L Nezas, Ken McCullum, Daniel Towriss
- Date: May 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Public Policy
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Regulatory Debate [Part 1]: Universal Versus Whole Life
Regulatory Debate [Part 1]: Universal Versus Whole Life This first session in the two-part series focuses on Guidelines XYZ and AXXX and their impact on universal life plans with secondary ...- Authors: David Hippen, David Simbro, Michael Scott Smith, Elinor Friedman, Jeffrey M Dube
- Date: Oct 2002
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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Life Product Update
Life Product Update The presenters in this classic session will explore protection and accumulation products as well discuss the current state of the hybrid Life/LTC market. They will also ...- Authors: Michael Cusumano, Ian Michael Laverty, Jia Fei, Parag S Shah
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2
Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2 Part 2 of the article continues providing data on why IUL income streams need to be managed and suggests techniques that ...- Authors: Ben Wolzenski
- Date: May 2019
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Universal life
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The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive
The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive This article discusses the growing popularity of variable products and compares the product design and pricing ...- Authors: Dennis Carr, John Fenton
- Date: Apr 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Life Insurance Sales Illustrations - What Are The Problems?
Life Insurance Sales Illustrations - What Are The Problems? This article discusses problems with life insurance sales illustrations. Potential abuses include use of unrealistic interest rates, ...- Authors: Charles Ritzke
- Date: Sep 1988
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance