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Why IUL Income Streams Need to be Managed - Part 1
Why IUL Income Streams Need to be Managed - Part 1 The article (Part 1) describes the potential problems when policyholders take income streams from IUL, demonstrated by historical data.- Authors: Ben Wolzenski, John McSwaney
- Date: Oct 2018
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Product Matters!
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
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Design, Pricing and Reserving Considerations for Universal Life Secondary Death Benefit Guarantees
Design, Pricing and Reserving Considerations for Universal Life Secondary Death Benefit Guarantees This article discusses a number of product variations seen in the market with respect to ...- Authors: Carl Friedrich, Kenton L Scheiwe
- Date: Aug 2004
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Financial Reporter
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Public Policy
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In the Beginning…A Column Devoted to Tax Basics Why Section 7702 (and 7702A, too)? Some Historical Perspectives
In the Beginning…A Column Devoted to Tax Basics Why Section 7702 (and 7702A, too)? Some Historical Perspectives In this article, the authors take an exploration of the pertinent life insurance ...- Authors: John Adney
- Date: Feb 2018
- Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life
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PBR Corner
PBR Corner Mortality Credibility and its use within VM-20. Credibility theory;Mortality;Principle-based reserves 6442469537 6/1/2016 12:00:00 AM ...- Authors: Karen Rudolph, Ruijuan Wang
- Date: Jun 2016
- Competency: Leadership>Influence; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Financial Reporter
- Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life