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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; ...- 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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The End of A Tumultuous Year
The End of A Tumultuous Year This article reviews the topics discussed at the December 2004 meeting of the Life and Health Actuarial task force. The covered topics include Actuarial Guideline 38 ...- Authors: Larry M Gorski
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Life Insurance>Universal life; Public Policy
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Trends in the Universal Life and Indexed UL Market
Trends in the Universal Life and Indexed UL Market This article provides a summary of the results from a recent Milliman survey. Survey results provide UL/IUL carriers with a benchmark to ...- Authors: Susan Saip
- Date: Oct 2012
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Product Matters!
- Topics: Life Insurance>Universal life
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Is Universal Life Here To Stay?
Is Universal Life Here To Stay? In this article about the then in 1981 newly developed Universal Life Insurance, the author concludes the product is here to stay, and that it will be good for the ...- Authors: John Fritz
- Date: Sep 1981
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Universal life
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Source-of-Earnings Analysis under FAS 97 Universal Life Accounting
Source-of-Earnings Analysis under FAS 97 Universal Life Accounting This paper illustrates a procedure for analyzing the sources of profit under FAS 97 and suggests an analytical procedure for ...- Authors: Joseph H Tan
- Date: Oct 1989
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Transactions of the SOA
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Universal life
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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 ...- 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
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Universal Life, No-Lapse, and the Law vs. Free Markets
Universal Life, No-Lapse, and the Law vs. Free Markets Universal Life, No-Lapse, and the Law vs. Free Markets by David J. Hippen from The Financial Reporter, March 2001, Issue No. 45. Life ...- Authors: David Hippen
- Date: Mar 2001
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Life Insurance>Universal life
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Reworking The ABC’s of XYZ
Reworking The ABC’s of XYZ Reworking The ABC’s of XYZ by Tom Kalmbach from Small Talk Newsletter, November 2002, Issue No. 19. Cash value;Insurance valuation tables; 11159 11/1/2002 12:00:00 AM ...- Authors: Tom Kalmbach
- Date: Nov 2002
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life
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2017 Universal Life with Secondary Guarantees Survey Summary
2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...- Authors: Jeffrey Hartman
- Date: Jul 2017
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Universal Life
Universal Life This is a discussion of Universal Life insurance, dealing with: 1. Product characteristics 2. Sales compensation 3. Marketing support 4. Regulatory treatment ...- Authors: William G Harman, Ben H Mitchell, Leonard E Odell, Samuel H Turner
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life; Public Policy