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  • Who Will Save Life Insurance in Five Years?
    Who Will Save Life Insurance in Five Years? The author reviews trends in the advisor marketplace, a broader view than just traditional life insurance agents. He encourages life insurance ...

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    • Authors: Richard Berry
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Insurance Brokerage Fee Income Among Bank Holding Companies In 2008
    Insurance Brokerage Fee Income Among Bank Holding Companies In 2008 Discussion of what bank holding companies earned in insurance brokerage fee income in 2008. Marketing and distribution; ...

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    • Authors: Michael D White
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Mortality Arbitage—Life and SPIA
    Mortality Arbitage—Life and SPIA discussion of arbitrage possibilities cause by inconsistent mortality pricing assumptions in annuity products vis. a vis. life insurance products Mortality ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Statutory Valuation Interest Rates for Life Insurance and Annuity Products
    Statutory Valuation Interest Rates for Life Insurance and Annuity Products This article reports the maximum statutory valuation and nonforfeiture interest rates for calendar year 2004 issues of ...

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    • Authors: David G Whittemore
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
    Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Mortality rates=Mortality ...

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    • Authors: Craig R Springfield
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees
    Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees Jumping Through the Hoops of XXX to Minimize Reserves on UL Secondary Guarantees by Jason A. Jump from Product ...

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    • Authors: Jason A Jump
    • Date: Aug 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • NAIC Update – October 2010 Meeting
    NAIC Update – October 2010 Meeting This article provides a summary of selected sessions of the October 2010 NAIC meeting. Actuarial Standards Board=ASB;International Accounting Standards ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy
  • Illustrations Systems Market Overview
    Illustrations Systems Market Overview This article discusses the changes occurring in the illustrations systems market. Computer science;Underwriting; 8985 7/1/2008 12:00:00 AM ...

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    • Authors: Matthew Josefowicz
    • Date: Jul 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: CompAct
    • Topics: Life Insurance; Technology & Applications>Software