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Taxation for M&A and Reinsurance, Part 2: Product Considerations
Considerations The article focuses on the policyholder tax considerations specific to various types of contracts ... reinsurance transactions, buyers need to be aware of the product tax compliance (PTC) requirements and evaluate ...- Authors: Jeffrey Stabach, Brian King, Philip Ferrari
- Date: Dec 2020
- Competency: Results-Oriented Solutions
- Publication Name: Taxing Times
- Topics: Life Insurance; Public Policy
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2021-life-meeting
The Life Meeting, is the result of combining the Life & Annuity Symposium (LAS) and the Valuation Actuarial ... Actuarial Symposium (ValAct). The Life Meeting will offer sessions specific to pricing and valuation as ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
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2023-introduction-to-key-esg-topics
Edited Content: Discover more about key Economic Scenario Generation (ESG) topics that are relevant ... how those are set. Come explore a basic overview of scenario reduction techniques and challenges as well ...- Date: Mar 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting; Life Insurance; Modeling & Statistical Methods
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Economic Scenario Generators, Part III: In-depth ESG Case Study—Academy Interest Rate Generator
Economic Scenario Generators, Part III: In-depth ESG Case Study—Academy Interest Rate Generator This ... This article is the final installment of our three-part series on economic scenario generators (“ESGs”) ...- Authors: Rahat Jain , Dean Kerr, Matthew Zhang
- Date: Jul 2021
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: The Modeling Platform
- Topics: Life Insurance; Modeling & Statistical Methods
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living-to-100-gs4
generally includes a focus on decisions needed at time of retirement, but it often fails to focus on changes ... as people age. The 2021 SOA Risk Survey and other SOA research documents the lack of focus on future ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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The Evolution of Predictive Models in Life Insurance Underwriting
The Evolution of Predictive Models in Life Insurance Underwriting Big data and predictive models have ... have disrupted the life insurance new business and underwriting processes over the past few years. How ...- Authors: Kimberly Steiner, Jason VonBergen, David A Moore
- Date: Nov 2019
- Competency: Results-Oriented Solutions
- Topics: Life Insurance; Life Insurance>Underwriting - Life Insurance; Technology & Applications; Life Insurance>Accelerated underwriting
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living-to-100-s06b
some of these gaps by enabling “virtual” doctor visits. Telemedicine improves access to medical care ... care, reduces the need for transportation, reduces wait times, protects the health of individuals who won’t ...- Date: Sep 2023
- Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
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SOA Accelerated Underwriting Reinsurer Practices Survey
highlights the findings of a recent SOA survey on accelerated underwriting (AU) practices, including the amount ... amount of AU business ceded, the results of three opinion questions, and an estimate of mortality slippage ...- Authors: Allen Klein
- Date: Feb 2024
- Competency: Results-Oriented Solutions; Strategic Insight and Integration
- Topics: Life Insurance; Reinsurance; Reinsurance>Life reinsurance; Reinsurance>Pricing - Reinsurance; Life Insurance>Accelerated underwriting
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An Extension of the NAIC System for Life Insurance Cost Comparisons
An Extension of the NAIC System for Life Insurance Cost Comparisons The interest-adjusted method has ... has come to be the most widely accepted method for comparing costs of individual life insurance policies ...- Authors: Charles L. Trowbridge
- Date: Jan 1980
- Competency: Results-Oriented Solutions
- Publication Name: Transactions of the SOA
- Topics: Life Insurance
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Behavioral Economics and the Longevity Problem
Economics and the Longevity Problem This paper applies the research in Prospect Theory of Kahneman and ... Tversky to explain why sales of annuities lag sales of life insurance products. The author theorizes that life ...- Authors: Craig Reynolds
- Date: Feb 2023
- Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Risk Management
- Topics: Annuities; Annuities>Payout annuities; Life Insurance; Life Insurance>Universal life