Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • PBR Simplified Methods Project
    PBR Simplified Methods Project Summary of the SOA research project on PBR Simplified Methods. Describes the multi-risk scenario generator, central estimate assumptions, assumption objectivity ...

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    • Authors: Mark Birdsall
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods>Conditional Tail Expectation; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Estimation methods; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2
    Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2 Part 2 of the article continues providing data on why IUL income streams need to be managed and suggests techniques that ...

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    • Authors: Ben Wolzenski
    • Date: May 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Universal life
  • The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive
    The Actuary Vol. 22, No. 4 Products Profitability Variable Versus Interest-Sensitive This article discusses the growing popularity of variable products and compares the product design and pricing ...

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    • Authors: Dennis Carr, John Fenton
    • Date: Apr 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • Life Insurance Sales Illustrations - What Are The Problems?
    Life Insurance Sales Illustrations - What Are The Problems? This article discusses problems with life insurance sales illustrations. Potential abuses include use of unrealistic interest rates, ...

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    • Authors: Charles Ritzke
    • Date: Sep 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance