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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 ...- 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
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2017 Universal Life with Secondary Guarantees Survey Summary
2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...- Authors: Jeffrey Hartman
- Date: Jul 2017
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Universal Life
Universal Life This is a discussion of Universal Life insurance, dealing with: 1. Product characteristics 2. Sales compensation 3. Marketing support 4. Regulatory treatment ...- Authors: William G Harman, Ben H Mitchell, Leonard E Odell, Samuel H Turner
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life; Public Policy
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Universal Life
Universal Life This session from the 1983 SOA Spring Meeting discusses universal life including examining new product designs, administrative issues and regulatory and tax issues. Product ...- Authors: William Carroll, Daniel Case, Christian J DesRochers, Harold B Leff, James Robinson
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Universal life
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Ultimate Life: What Individual Life Insurance Should Be and Could Be
Ultimate Life: What Individual Life Insurance Should Be and Could Be An introduction to ultimate life insurance, a product intended to be flexible enough to meet consumers' needs over ...- Authors: Robert E Reuter
- Date: Jul 2007
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
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New Chinese Regulation of Non-guaranteed Life Products
New Chinese Regulation of Non-guaranteed Life Products Discussion of the new- 2003- regulations in China pertaining to nonguaranteed life products. Discount rates=Interest rates;Global ...- Authors: Samuel Zhou
- Date: Feb 2004
- Competency: External Forces & Industry Knowledge
- Publication Name: International News
- Topics: Life Insurance>Universal life; Public Policy
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A Linear Programming Approach to Maximizing Policyholder Value
A Linear Programming Approach to Maximizing Policyholder Value This paper explores the use of linear programming as a tool to guide policyholders in getting the most value out of their combined ...- Authors: Michael Conwill
- Date: Jan 1991
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Actuarial Research Clearing House
- Topics: Finance & Investments; Life Insurance>Universal life; Modeling & Statistical Methods
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The Universal Life Work Group
The Universal Life Work Group The Universal Life Work Group ULWG of the American Academy of Actuaries’ AAA Life Valuation Subcommittee was formed in July 2004. Its charge is to develop a new “ ...- Authors: David E Neve
- Date: Mar 2005
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Universal life
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New Flexibility for VUL Product Design in New York StateSurrender Charge Limits Revisited
New Flexibility for VUL Product Design in New York StateSurrender Charge Limits Revisited The author discusses an interpretation of the surrender charge limitations specified in New York’s ...- 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
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Proposed Regulations on “Toll Tax” Under Amended Section 965
Proposed Regulations on “Toll Tax” Under Amended Section 965 Provides a few highlights of the rules set forth in the Proposed 965 Regulations and the impact such rules have on the determination ...- Authors: Surjya Mitra
- Date: Oct 2018
- Competency: Communication>Written communication
- Publication Name: Taxing Times
- Topics: Life Insurance>Universal life