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Regulation of Universal Life
Regulation of Universal Life This article summarizes the presentations on December 7th, 1981 at the Los Angeles Actuarial Club. The discussion was on regulating universal life products by several ...- Authors: Charles Moore
- Date: Mar 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life
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Is Universal Life Manageable?
Is Universal Life Manageable? This article discusses the profitability of universal life policies over time as interest rates and policyholders become more knowledgable. Discount rates=Interest ...- Authors: Roland A Dieter
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life
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Are Your Indexed UL Earnings Underperforming Pricing Expectations?
Are Your Indexed UL Earnings Underperforming Pricing Expectations? The article discusses the continued popularity of indexed UL insurance and possible reasons why a company's actual indexed ...- Authors: Nik Godon
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Universal Life Valuation and Nonforfeiture: A Generalized Model
Universal Life Valuation and Nonforfeiture: A Generalized Model The authors set forth a generalized model describing the application of current law [1976 NAIC model Standard Valuation Law and ...- Authors: Robert J Callahan, Shane A Chalke, Michael F Davlin, Jeffery Dukes, Thomas G Kabele, Lawrence Silkes, Steven Sommer
- Date: Oct 1983
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life
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Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
Insights Into Life Principle-Based Reserves Implementation and Modeling Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no ...- Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Modeling Platform
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
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The IRS Rules on Section 7702 Issues Regarding a Guaranteed Distribution Rider
The IRS Rules on Section 7702 Issues Regarding a Guaranteed Distribution Rider Discusses PLR 201046008, regarding addition of a rider to a variable life policy that provides a minimum annual ...- Authors: Brian King
- Date: May 2011
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life
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Universal Life GAAP - A Survey
Universal Life GAAP - A Survey This article describes that some companies are ‘approaching the problem of how to accommodate Universal Life in GAAP statements by using a simple method which ...- Authors: Douglas Doll
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
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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 ...- 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
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AG 49(aka AG YY)
AG 49(aka AG YY) AG 49 pertains to illustrated life insurance products with a crediting rate tied to an index. The guideline discusses the maximum illustrated credited rate and format changes to ...- Authors: Donna Christine Megregian
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Living Life Insurance Policy
Living Life Insurance Policy Article from The Actuary magazine, March 1983, volume no. 17, issue no. 3, and is excerpted from the author's address to the Winnipeg Actuaries Club in ...- Authors: Douglas S Magnusson
- Date: Mar 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life