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  • A Fresh Look at IRC Section 7702: From a Technology Perspective
    A Fresh Look at IRC Section 7702: From a Technology Perspective A discussion on technology improvements in establishing compliance with sections 7702 and 7702A. The Internal Revenue Code defines ...

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    • Authors: Sheryl Flum, Alexander Zaidlin, Drew Caulk
    • Date: Feb 2022
    • Competency: Results-Oriented Solutions
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • 2019 Universal Life with Secondary Guarantees Survey
    2019 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey. Policyholder behavior, Secondary guarantees, Universal ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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