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  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Mortality Comparisons
    Mortality Comparisons This is an excel spreadsheet with some data pertaining to an article of the same name from the Product Development News Mortality assumption; 4294978439 4/1/2003 12:00:00 AM ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts
    Determining Guideline Premiums forFixed-Premium Universal LifeInsurance Contracts Over the past few years, the Internal Revenue Service has issued two private letter rulings waiving the failure ...

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    • Authors: Application Administrator, Brian King, Craig R Springfield
    • Date: Dec 2005
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life; Public Policy
  • Disparate Origins Of Life And Non-Life Insurances
    Disparate Origins Of Life And Non-Life Insurances Article Disparate Origins Of Life And Non-Life Insurances by Beard in The Actuary, February 1979, Volume 13, Number 2 Catastrophic risk;Health ...

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    • Authors: Robert E Beard
    • Date: Feb 1979
    • Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Health & Disability>Health risks; Life Insurance>Pricing - Life Insurance; Life Insurance>Non-forfeiture benefits; Modeling & Statistical Methods; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Stochastic models
  • Amortizing Acquisition Expenses in Proportion to Premium Revenues
    Amortizing Acquisition Expenses in Proportion to Premium Revenues This paper examines several methods for dynamically adjusting expense assets to reflect differences between actual and expected ...

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    • Authors: Mark Evans
    • Date: Oct 1988
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Expenses - Life Insurance
  • Individual Life Insurance - Financed Insurance
    Individual Life Insurance - Financed Insurance This discussion explores lapse experience on business financed at or near issue through policy or bank loans, the amount such financed business is ...

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    • Authors: Jerry L Brockett, J Stanley Hill, Robert D MacLennan, Laurence K Smith, Robert C Tookey, Charles F B Richardson, Andrew C Webster, Robert T Jackson
    • Date: Jan 1961
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance
  • Discussion of Subjects of Special Interest-Group Insurance- Miscellaneous
    Discussion of Subjects of Special Interest-Group Insurance- Miscellaneous Discussion of various group life and health insurance topics, including: A. Amount of group dental insurance being ...

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    • Authors: Alden W Brosseau, Norton W Chellgren, Charles E Farr, R E Galloway, David R Kass, Henry K Knowlton, David G Scott, George V Stennes, Robert C Tookey, Robert V Young, Ray D Albright, Application Administrator
    • Date: Jan 1962
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Health insurance; Life Insurance>Group plans - Life Insurance
  • Ordinary Insurance
    Ordinary Insurance This informal general discussion session was centered around ordinary insurance, the size of ordinary policies, mode of premium payment, and juvenile policies. Antiselection; ...

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    • Authors: Society of Actuaries, William C Brown, Meno T Lake, Tilmar A Moilien, John B Stearns, AMY M CAMPBELL, JAMES ANTHONY CAMPBELL, James Ross Gray, Arthur Pedoe, Robert L Bergstresser, Edward A. Rieder, Edward Ruse
    • Date: Mar 1953
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Pricing - Life Insurance
  • Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
    Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance The paper summarizes results from two doctoral dissertations.

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    • Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
    • Date: Feb 2010
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
  • Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite?
    Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite? This article asks the question, Is It appropriate to underwrite changes to UL death benefit options? Death benefits; ...

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    • Authors: David Hippen
    • Date: Dec 1999
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
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