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  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • The Driving Force Behind Participating - Universal Life - Nonguaranteed Element Product Development
    The Driving Force Behind Participating - Universal Life - Nonguaranteed Element Product Development 1994 SOA Spring Meeting, San Francisco. The panel discussed current issues in participating, ...

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    • Authors: Christian J DesRochers, Philip Polkinghorn, Linda S Streck, Mark A Tullis
    • Date: May 1994
    • Competency: Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • UL Secondary Guarantee –A Rebirth of Fixed Life?
    UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees and how they are similar to and different from traditional life insurance products. Discussion ...

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    • Authors: David Simbro
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • Universal Life Update
    Universal Life Update This panel discussion, which occurred at the May 1982 Society of Actuaries meeting in Colorado Springs, provided an overview and update on Universal Life policies using the ...

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    • Authors: Wayne D Bidelman, Andrew Bodine, Allen D Booth, Thomas F Eason, Robert W Buechner
    • Date: May 1982
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary ...

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    • Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • XYZ Addresses UL Nonforfeiture Values
    XYZ Addresses UL Nonforfeiture Values This article discusses how the proposed actuarial guideline XYZ attempts to address secondary guarantees on minimum nonforfeiture values. Standard ...

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    • Authors: James Van Elsen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • Premium Persistency Study of Flexible Premium Universal Life Products Addendum
    Premium Persistency Study of Flexible Premium Universal Life Products Addendum This is a addendum for the research report summarizing results of premium persistency assumptions used by life ...

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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
  • Insights Into Life PBR Emerging Practices and Implementation
    Insights Into Life PBR Emerging Practices and Implementation In this article, we explore key insights from Oliver Wyman's 2020 Life PBR Emerging Practices Survey, which provides a broad ...

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    • Authors: Dylan Strother, Haley Christine Jeorgesen , Ellen Smith
    • Date: Nov 2020
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life
  • 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 ...

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    • Authors: Charles Moore
    • Date: Mar 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Universal life
  • 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 ...

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    • 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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