Announcement: SOA releases March 2024 Exam P passing candidate numbers.

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  • 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
  • AG 49(aka AG YY)
    AG 49(aka AG YY) AG 49 pertains to illustrated life insurance products with a crediting rate tied to an index. The guideline discusses the maximum illustrated credited rate and format changes to ...

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    • Authors: Donna Christine Megregian
    • Date: Oct 2015
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Underwriting Juveniles for Large Cases
    Underwriting Juveniles for Large Cases Life insurers offer Juvenile riders or low face amount whole life plans. The market is seeking multimillion dollar juvenile policies. What are the risks? ...

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    • Authors: Kristin Ringland
    • Date: Nov 2016
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Revenue Procedure 99-27
    Revenue Procedure 99-27 The IRS released the details of a program to allow life insurers to correct inadvertent failures to comply with the modified endowment MEC rules under section 7702A of the ...

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    • Authors: Christian J DesRochers, Brian King
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX
    Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 1/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Nested Stochastic Pricing: The Time Has Come
    Nested Stochastic Pricing: The Time Has Come The last few years have seen a dramatic change in the way that insurance products are priced. If we traveled back in time 15 to 20 years, we would see ...

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    • Authors: Craig Reynolds, Sai Man
    • Date: Jun 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance
  • That was Then … This is Now
    That was Then … This is Now Discussion of the current state of U.S. individual life insurance new premium sales. Individual life plans;Term life=Annual renewable term=Yearly renewable term=YRT; ...

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    • Authors: Elaine Tumicki, Karen Terry
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Serving Up Life Insurance Products to the Middle Market
    Serving Up Life Insurance Products to the Middle Market Discusses the middle market for life insurance and the types of insurers and products in it. Middle market; 32339 10/1/2010 12:00:00 AM ...

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    • Authors: Winston Hall
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • 2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees
    2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees Discusses the results of the SOA’s 2009 UL secondary guarantee study conducted by the ...

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    • Authors: James Reiskytl
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees
  • Reflecting Risk In Pricing Survey
    Reflecting Risk In Pricing Survey This article discusses an update to a survey that focuses on how companies are trying to price for and understand the risks inherent in the products they sell.

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    • Authors: Donna Christine Megregian
    • Date: Jun 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance