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2017 Universal Life with Secondary Guarantees Survey Summary
2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...- Authors: Jeffrey Hartman
- Date: Jul 2017
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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SEAC Secondary Guarantees Debate
SEAC Secondary Guarantees Debate This article is a summary of a debate at a Southeastern Actuarial Club meeting that looked at the appropriateness of secondary guarantees in UL products. Cash ...- Authors: Society of Actuaries
- Date: Dec 1999
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Secondary guarantees
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VM-20 Scenarios - An Observation
VM-20 Scenarios - An Observation An observation is made regarding the impact interest rate scenarios have on VM-20 stochastic reserves. VM-20;Scenarios;Stochastic reserves 6442473151 12/1/2016 12 ...- Authors: Timothy Cardinal
- Date: Dec 2016
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Modeling Platform
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Modeling & Statistical Methods>Scenario generation
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Implementation of SOP 03-1 for Lapse Protected Life Products
Implementation of SOP 03-1 for Lapse Protected Life Products Implementation of Statement of Position 03-1 for Lapse Protected Life Products Accounting standards;Secondary guarantees;Universal ...- Authors: David N Cook, Bradley M Smith
- Date: May 2004
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees
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Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo products fit in the new statutory valuation framework? Valuation Manual;Principles-based ...- Authors: Kevin Healy, Benjamin Slutsker
- Date: Jun 2017
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance
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X-Rated Reserves: AXXX and XXX
X-Rated Reserves: AXXX and XXX Discusses the federal income tax aspects of reserves for term and secondary-guarantee UL, as regulated by XXX and AXXX. Secondary guarantees;Taxes=Taxation;Term ...- Authors: Christian J DesRochers
- Date: Feb 2008
- Competency: External Forces & Industry Knowledge
- Publication Name: Taxing Times
- Topics: Life Insurance>Secondary guarantees; Life Insurance>Term life
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Universal Life With Secondary Guarantees: Stochastic Pricing Analysis
Universal Life With Secondary Guarantees: Stochastic Pricing Analysis This article is based on an excerpt from a Milliman Research Report on universal life insurance with secondary guarantees, ...- Authors: Robert Stone, Andrew Steenman
- Date: Feb 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Modeling & Statistical Methods>Stochastic models
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Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results
Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results Report summarizing the results of the 2013 PBITT UL with Secondary ...- Authors: Stephen Hodges, Charles M Bremer
- Date: Jan 2014
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Shadow Account Products: Beyond Pricing
Shadow Account Products: Beyond Pricing A discussion of Universal Life products with shadow accounts including a summary of some of the key communications and administration issues Secondary ...- Authors: Jeremy Bill
- Date: Jul 2003
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Secondary guarantees; 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