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  • Helping To Take The “Ill” Out Of Illustration Certifications—Using The Update To The Illustration Practice Notes
    Illustration Practice Notes By Donna Megregian sections A-S alphabetically), ranging from experience assumptions ... assumptions have not materialized as expected (i.e., mortality, interest, lapses, etc.), it may be prudent to ...

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    • Authors: Donna Christine Megregian
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force MaFASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force Managementnagement
    main areas. These are summarized in Table 1. As indicated in the table, the changes for market risk benefits ... Enhanced disclosures All long duration contracts Table 1 FASB Long Duration Targeted Improvements Accounting ...

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    • Authors: Kenneth Scott Birk, Yuan Tao
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Life Teaches Product Development Lesson
    12 Highlights of Sessions at the 2014 Life and Annuity Symposium and the 2014 SOA Annual Meeting & Exhibit ... when there is cake with frosting sitting on the table. How do you compete with that? I often feel that ...

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    • Authors: Donna Christine Megregian
    • Date: Feb 2015
    • Publication Name: Product Matters!
  • Professional Development for the In-Force Manager: Today and Into the Future
    tacked on to a standing meeting. While the Life & Annuity Symposium was the most commonly referenced meeting ... • Session 025: Post-Level Term: Lapse and Mortality Risk Considerations (Monday, 10:30–11:45 a.m ...

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    • Authors: Jennifer McGinnis
    • Date: Sep 2019
    • Competency: Professional Values
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession; Actuarial Profession>Professional development
  • The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers
    The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results ... evenly split between companies that hedge life and annuity business holistically versus those that do not ...

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    • Authors: Karthik Yadatore, Paul Fedchak, Patrick Ouyang
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Public Policy
  • Lower Statutory Valuation Interest Rates for Life Insurance
    available in today’s individual life insurance and annuity markets. In addition to the familiar mortal- ity ... guaranteed mini- mum death benefits found in variable annuity contracts. Understanding these new features and ...

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    • Authors: Brian Sprawka
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
  • Part II: Segregated Funds—“No Loss” Proposition
    than 5% of insureds are selecting them. Michael S. Abroe, FSA, is a Consulting Actuary at Milliman & ... marketplace. • Significant model risk. • Lapse and mortality risks still remain with the hedger. Dynamic ...

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    • Authors: Boris Brizeli
    • Date: Mar 1999
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Reinsurance>Product development - Reinsurance
  • Weathering the Interest Rate Storm
    of 2003, fixed annuity carriers were experiencing significant increases in fixed annuity sales, despite ... sales through the bank channel. Equity indexed annuity sales were booming, although a strong portion of ...

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    • Authors: Application Administrator, Susan Saip
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities
  • Are You A Product Actuary or A Marketing Actuary?
    Product Matters! November 2002 – Issue No. 54 S everal years ago, the concept of amarketing actuary ... from scratch. I did this for a simple deferred annuity product, so the calculations were not terribly ...

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    • Authors: Michael Kaster
    • Date: Nov 2002
    • Competency: External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional development
  • Failing Forward: How Silicon Valley Works Better
    Design By Wendy Yu 23 The Impact of Life: How Mortality Improvement affects the life insurance industry ... FROM PAGE 5 Lance Poole, FSA, MAAA, is VP, Annuity Product Development for Protective Life Corp ...

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    • Authors: Lance H Poole
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development