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  • Managing Mortality Costs within COLI/BOLI Programs
    Managing Mortality Costs within COLI/BOLI Programs This article provides guidance on when experience ... article includes strategies to minimizing excessive mortality-related costs within these programs. 8/21/2020 ...

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    • Authors: Matthew Schoen , James Van Etten
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Product Development, Product Matters!, Issue 112, April 2019
    to Be Managed—Part 2 By Ben H Wolzenski and John S. McSwaney 16 The Future Is Now: Wearables for Insurance ... Coordinators Anthony Ferraro, FSA, MAAA 2019 Life & Annuity Symposium Coordinator Leonard Mangini, FSA, MAAA ...

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    • Authors: Society of Actuaries
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • Chairperson’s Corner
    Chairperson’s Corner Hear from the chairperson on themes in the June 2018 issue of Product Matters published ...

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    • Authors: Brock Robbins
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • 2011 Living To 100 Symposium—A Product Development Attendee’s Notes
    Product Development Attendee’s Notes This article discusses the author’s reactions to the Living To 100 ... Alzheimer's disease and dementia;Demographics;Diabetes;Life expectancy;Mortality modeling;Obesity;Population ...

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    • Authors: Douglas Doll
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Demography>Longevity
  • Chairperson’s Corner: “What’s on Your Mind?”
    Chairperson’s Corner: “What’s on Your Mind?” Chairperson’s letter asking Section members to send in ...

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    • Authors: John Currier
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional development
  • Post-Level Term Mortality Expectations per Dukes-MacDonald
    Post-Level Term Mortality Expectations per Dukes-MacDonald Feature article discussing post-level term ... term mortality expectations. 8/21/2019 12:00:00 AM ...

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    • Authors: Michael Parker
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession
  • The Happiness Hedge
    The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement ... protection. Used properly, a payout annuity is also a hedge against one's retirement nest egg evaporating ...

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    • Authors: Douglas Robbins
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • RILA Nonforfeiture Requirements
    variable annuity under the NAIC Variable Annuity Model law and thus be exempt from Fixed Annuity Non-Forfeiture ... calculation. RILA, Registered Index Linked Annuity, SNFL, Variable Annuity By John Balbach and Ricardo Trachtman ...

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    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Product development - Annuities
  • Chairperson’s Corner: Election Time
    Chairperson’s Corner: Election Time Chairperson’s column likening product development to campaigning ...

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    • Authors: John Currier
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation ... Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge ...

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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