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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
  • Chairperson’s Corner
    Chairperson’s Corner Hear from the chairperson on themes in the June 2018 issue of Product Matters published by the Product Development Section. Life insurance;Annuities;Product administration = ...

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    • Authors: Brock Robbins
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Summaries of Two Reinsurance Section Annual Meeting Sessions
    Summaries of Two Reinsurance Section Annual Meeting Sessions The article summarizes two of the highest rated sessions sponsored by the Reinsurance Section during the 2013 SOA Annual Meeting in ...

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    • Authors: Paul Myers
    • Date: Mar 2014
    • Competency: Professional Values; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Actuarial Profession>Best practices; Life Insurance>Underwriting - Life Insurance; Life Insurance>Claims - Life Insurance
  • Predictive modeling
    Predictive modeling Summary of SOA research report "Optimizing Risk Retention" which applies parametric survival models and Monte Carlo simulation to a block of term life ...

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    • Authors: Kai Kaufhold
    • Date: Nov 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Simulation; Modeling & Statistical Methods>Stochastic models; Reinsurance>Life reinsurance
  • Reinsurance Considerations in the Determination of PBR Reserves
    Reinsurance Considerations in the Determination of PBR Reserves Key considerations when modeling reinsurance to calculate reserves under PBR as well as a case study examining the impact of ...

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    • Authors: Chris Whitney, Gregory Mackenzie
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Reinsurance News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance
  • Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
    Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard Ignoring the mobile technology revolution may place ...
    • Authors: Karen Monks
    • Date: Sep 2012
    • Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software