Description: The underwriting landscape is constantly changing due to new and emerging risks and regulations. For this reason, it is crucial that insurance companies stay on the leading edge regarding new underwriting tests, procedures and processes. The presenters will give attendees insight into emerging issues in underwriting and their impact on processes and practices

Description: In session 155 PD of the New York Annual Meeting the panel discusses some of the challenges for actuarial, underwriting, and marketing personnel posed by the growing proliferation of underwriting classes. From the Record of the Society of Actuaries, Vol. 24, No. 3.

Description: In session 140 PD of the Washington Annual Meeting panelists discuss issues related to equity-indexed annuity EIA products. From the Record of the Society of Actuaries, Vol. 23, No. 3.

Description: Full version of The Financial Reporter, Issue No. 50, September 2002.

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of the survey conducted by the SOA Committee on Life Insurance Mortality and Underwriting Surveys - Preferred Underwriting Survey Subcommittee. This survey asked for preferred risk underwriting practices as of July 2002. This is the third such survey completed by the Society of Actuaries. The intent of this survey was to gather information on the many variations in preferred risk underwriting.

Description: This session at the SOA 1998 Maui I Spring Meeting looks at the increasing competition in the marketing of term insurance from the viewpoint of a direct writer and a reinsurer.

Description: Full version of Product Matters! November 2002, Issue No. 54.

Description: The second part of a roundtable discussion on principals-based approach [PBA] and the life insurance industry, in this part discussing mortality experience studies. The first part appeared in the August/September 2008 issue of The Actuary.

Description: This article compares and contrasts the new 2017 CSO tables to the 2001 CSO tables and discusses considerations and possible implications of the new tables on reserves and the implementation schedule of the new tables.

Description: From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 The National Association of Insurance Commissioners NAIC Valuation of Life Insurance Policies Model Regulation XXX sets forth the valuation requirements for life insurance with nonlevel premiums or nonlevel benefits, including term insurance and universal life with certain underlying guarantees. Panelists discussed the issues around implementation of the requirements. The issues discussed include: • Determination of X factors when no credible company mortality exists • Proper treatment of secondary guarantees in universal life insurance • Preparation of the mortality assumption opinion requirements • Impacts on product development and design