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  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
  • Accelerated Alternatives and the Need for Monitoring in the Wake of COVID-19
    Accelerated Alternatives and the Need for Monitoring in the Wake of COVID-19 In the wake of the pandemic, much of the insurance industry is now endeavoring to find sustainable, longer-term ...

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    • Date: Oct 2021
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • The Road to Acceleration
    The Road to Acceleration How do you develop an accelerated underwriting program? The Accelerated Underwriting Program Development Seminar held in Tampa, Florida on May 22, 2019 answers this ...

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    • Authors: Anji Li Zhao
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Accelerated underwriting
  • Insights Into Life PBR Emerging Practices
    Insights Into Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry in 2Q 2018 on emerging life PBR practices. Key takeaways and a deeper dive on select practices are ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • Universal Life and Indexed Universal Life Survey: Results
    Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL survey. Provides benchmarking for UL/IUL competitors relative to trends in the industry.

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    • Authors: Susan Saip
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Pricing in a Levelized Commission Environment
    Pricing in a Levelized Commission Environment This article discusses the development process and the impact of implementing levelized commission products. Acquisition expenses;Commissions;Lapse ...

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    • Authors: Michael Taht
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance
  • 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; ...

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    • 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
  • Term Mortality and Lapses
    Term Mortality and Lapses This is an article about term mortality and lapses and related premium structures. Lapse rates=Lapses;Mortality rates=Mortality tables=Death rates ;Persistency;Term ...

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    • Authors: Jeffery Dukes
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Term life
  • 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 ...

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    • 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
  • A Look Ahead to the Fall Society of Actuaries Meeting
    A Look Ahead to the Fall Society of Actuaries Meeting Discusses Product Development Section activities at the upcoming SOA Annual Meeting in the fall. Annuities;Life insurance; 10578 6/1/2010 12: ...

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    • Authors: Mitchell Katcher, Thomas A Phillips
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance