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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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Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ...- Authors: Stuart Kwassman
- Date: Feb 2021
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
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Universal Life and Indexed Universal Life Survey: Results
Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL survey. Provides benchmarking for UL/IUL competitors relative to trends in the industry.- Authors: Susan Saip
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Chairperson’s Corner
Chairperson’s Corner Hear from the chairperson on themes in the June 2017 issue of Product Matters published by the Product Development Section. Product development;Product administration = ...- Authors: Kelly Rabin
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
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SOA Section Research
SOA Section Research This article describes how actuaries can get involved in section research including participation on a Project Oversight Group (POG). interpersonal skills;mortality risk; ...- Authors: James Filmore
- Date: Jun 2018
- Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance
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Living Benefit Riders to Life Insurance Policies: Pricing Considerations and Strategy
Living Benefit Riders to Life Insurance Policies: Pricing Considerations and Strategy In this article we provide a market overview of these three living benefit riders, discuss key product ...- Authors: Robert T Eaton, Jennifer Howard
- Date: Jun 2021
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Long-term Care>Long-term care pricing
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Life insurance: Bought not sold?
Life insurance: Bought not sold? As we further explore how life insurance customers think and behave, we can address their needs more effectively. Using data and predictive analytics we can ...- Authors: JJ Lane Carroll
- Date: Oct 2013
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Highlights of May 2013 Life & Annuity Symposium
Highlights of May 2013 Life & Annuity Symposium This article contains a summary of some of the presentations given at the May 2013 SOA Life & Annuity Symposium. This article does not ...- Authors: James Filmore, Kurt Guske
- Date: Oct 2013
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
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Agile Methodology: The Future of Insurance Product Development?
Agile Methodology: The Future of Insurance Product Development? Article Description * “Agile” development is all the buzz in the IT world. You may have heard your IT teams talk about scrums, ...- Authors: Kelly Rabin, Gary Baluta
- Date: Feb 2016
- Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
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Evolution of the Insurance Platform: Trust & Security in the Digital Age
Evolution of the Insurance Platform: Trust & Security in the Digital Age The need for the rapid evolution, or maybe a revolution, of the Insurance business platform is a necessity in the new ...- Authors: Blake Hill
- Date: Jun 2020
- Competency: Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Long-term Care>Long-term care innovation