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  • 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
  • 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
  • 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
  • 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
  • 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
  • A Brief Look At The Phase 2 Experience Analysis Results From The SOA/RGA Post-Level Term Research Project
    A Brief Look At The Phase 2 Experience Analysis Results From The SOA/RGA Post-Level Term Research Project This article discusses a recently completed RGA in-depth study that looked at assumptions ...

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    • Authors: Timothy Rozar, Scott Rushing
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life