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  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees
    Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees Jumping Through the Hoops of XXX to Minimize Reserves on UL Secondary Guarantees by Jason A. Jump from Product ...

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    • Authors: Jason A Jump
    • Date: Aug 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • NAIC Update – October 2010 Meeting
    NAIC Update – October 2010 Meeting This article provides a summary of selected sessions of the October 2010 NAIC meeting. Actuarial Standards Board=ASB;International Accounting Standards ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy
  • The Future of Underwriting: An Reinsurer Partner's View
    The Future of Underwriting: An Reinsurer Partner's View An interview with Joe Gilmour to share his views on the future innovations in underwriting that will help grow the individual life ...

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    • Authors: Joseph A Gilmour
    • Date: Jun 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance
  • Credibility Concepts Applied To Reinsurer-Cedant Mortality Analysis
    Credibility Concepts Applied To Reinsurer-Cedant Mortality Analysis This article discusses the utilization of credibility concepts to reinsurer-cedant moratality analysis. Claims ...

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    • Authors: Clark Himmelberger
    • Date: Nov 2008
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Claims - Life Insurance; Reinsurance>Life reinsurance
  • The Universal Life Insurance Policy
    The Universal Life Insurance Policy The purpose of this paper is not to present a revolutionary new concept, instead, it is to reexamine a familiar concept in the light of new market ...

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    • Authors: James C H Anderson
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Universal life
  • Macro Pricing: A Comprehensive Product Development Process
    Macro Pricing: A Comprehensive Product Development Process This paper outlines the limitations inherent in current actuarial pricing techniques and describes a product development process that ...

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    • Authors: Shane A Chalke
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Pricing - Life Insurance
  • New Standard Valuation Law SVL
    New Standard Valuation Law SVL 1993 SOA Spring Meeting, Boston. In this session the panelists discussed the new standard valuation law. Areas covered included: 1. Risk of legal ...

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    • Authors: Paul Bell, Daniel J Kunesh, Karen MacDonald, James N Gorsline
    • Date: May 1993
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Emerging Compensation Alternatives
    Emerging Compensation Alternatives Presented at May 19996 Spring Meeting. This session focuses on emerging compensation plans in the life insurance industry: levelized commissions, potential ...

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    • Authors: Thomas E Beresford, Armand de Palo, Roger Heath, A Micheal McMahon
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Marketing and distribution - Life Insurance