Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Term Life Insurance Market Update
    Term Life Insurance Market Update Summary of 2017 Milliman broad- based survey on term life insurance ... insurance, providing benchmarking for carriers active in the term life market. Life insurance;Product development;Term ...

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    • Authors: Susan Saip
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Term life
  • SOA International Experience Survey – Embedded Value Financial Assumptions
    SOA International Experience Survey – Embedded Value Financial Assumptions The purpose ... Survey – Embedded Value Financial Assumptions The purpose of this survey is to provide international actuaries ...

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    • Authors: Charles Carroll, William R Horbatt, Dominique Lebel
    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data; Global Perspectives
  • SOA International Experience Survey—Embedded Value Financial Assumptions
    SOA International Experience Survey—Embedded Value Financial Assumptions Article discusses ... Financial Assumptions Article discusses the findings of the SOA International Experience Survey on embedded-value ...

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    • Authors: Charles Carroll, William R Horbatt, Dominique Lebel
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data; Global Perspectives
  • Why Indexed Universal Life (IUL) Income Streams Need To Be Managed: Part 2
    Income Streams Need To Be Managed: Part 2 Part 2 of the article continues providing data on why IUL income ... policyholders and advisors to do so. The author also offers his research data free of charge to any actuary who ...

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    • Authors: Ben Wolzenski
    • Date: May 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Universal life
  • Then and Now
    Where were you 30 years ago? The Product Develop- ment Section of the SOA was formed in 1982, and its ... first newsletter was printed a year later, in October of 1983. As we approach this anniversary, I thought ...

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    • Authors: Paula Hodges
    • Date: Jun 2013
    • Publication Name: Product Matters!
  • New Flexibility for VUL Product Design in New York StateSurrender Charge Limits Revisited
    StateSurrender Charge Limits Revisited The author discusses an interpretation of the surrender charge limitations ... specified in New York’s Regulation 77 which increases the maximum allowable surrender charges for renewal years ...

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    • Authors: Robert Hafner
    • Date: Aug 2001
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • New York’s Revised Expense Limitation Law
    New York’s Revised Expense Limitation Law A discussion of the 1998 changes to New York’s ... York’s Revised Expense Limitation Law A discussion of the 1998 changes to New York’s Expense Limitation Law ...

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    • Authors: John Fenton, Douglas French, Jonathan Hecht
    • Date: Oct 1998
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Expenses - Life Insurance; Public Policy
  • 2001 Individual Life and Annuity Expense Study
    2001 Individual Life and Annuity Expense Study A summary of the 2001 Individual Life and Annuity ... Individual Life and Annuity Expense Study A summary of the 2001 Individual Life and Annuity Expense Study ...

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    • Authors: Sam Gutterman
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Managing Variable Policyholder Behavior Risk
    products are popular in the marketplace. They are risky to insurers partly because the guaranteed minimum ... give policyholders great control of their policies. In this article, the author investigates managing policyholder ...

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    • Authors: Matthew Wininger, FENG SUN
    • Date: Mar 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities
  • Arithmetic vs. Geometric Mean Returns
    Arithmetic vs. Geometric Mean Returns Discussion of the appropriate use of geometric versus ... vs. Geometric Mean Returns Discussion of the appropriate use of geometric versus arithmetic average returns ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models