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  • 2005 Individual Life and Annuity Expense Study
    company  and  the  requested  information  for  the  primary contact  for  this  study.  Place an X in the  ... one company.  Direct response  Buyer­initiated purchases made in response to direct home office offerings through  ...

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    • Authors: Application Administrator
    • Date: Jan 2005
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2000-08 Structured Settlement Mortality Experience Report
    o various categories. Accordingly, considerable care must be taken in the  interpretation of the results ... s of companies (albeit with some  overlapping), care must be exercised in reviewing trends over the nine‐year period ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
  • Mortality Rates by Marital Status
    ages 15-19. C. Living Arrangements and Reciprocal Care-Giving Not all unmarried live alone, and some ... than 30 published papers on topics that have a direct impact on the issues raised by Trowbridge. The ...

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    • Authors: Charles L. Trowbridge
    • Date: Jan 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Demography>Mortality - Demography
  • Making the Case for Economic Risk Capital and Risk-Adjusted Performance Measurement Frameworks
    agencies want to see that this year. They don't care when it's enacted. You as a company have to fess ... look at economic capital and what some of the primary ways of measuring performance within it are. I'll ...

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    • Authors: Hubert B Mueller, Jose Siberon, Kevin Reimer
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Economic capital
  • Early Duration Claims Survey Report
    Survey Scope The Subcommittee approached direct insurance companies domiciled in the United States ... and February 2017. We received 12 responses from direct life insurance carriers in the United States and ...

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    • Authors: Society of Actuaries
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Experience Studies & Data>Mortality
  • 2010 Individual Life and Annuity Expense Study
    Personal Producing General Agents (PPGA), Multi-Line, Direct Response, Other and Unallocated (those expense ... particularly evident for Variable products. The primary explanation for this variation included the recent ...

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    • Authors: Society of Actuaries
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance>Expenses - Life Insurance
  • 2003 Individual Life and Annuity Expense Study - Summary Report
    channels: Career, Brokerage, PPGA, Multi-Line, Direct Response, Other, and Unallocated (that expense ... particularly evident for Variable products. The primary explanations for this variation included the recent ...

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    • Authors: Committee on Life Insurance Company Expenses
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • 2001 Individual Life and Annuity Expense Study - Summary Report
    channels: Career, Brokerage, PPGA, Multi-Line, Direct Response, Other, and Unallocated (that expense ... TOTAL Function Career Brokerage PPGA Multi-Line Direct Response Other Unallocated Total F. Commissions ...

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    • Authors: Society of Actuaries
    • Date: Oct 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Minimal Policyholder Behavior Format
    PREMIUM 9= OTHER 421-422 2 BILLING TYPE 01= DIRECT BILL 02= PAYROLL DEDUCTION 03= ELECTRONIC FUNDS ... THROUGH DIVIDEND OPTIONS. REPORT AMOUNTS FOR THE PRIMARY INSURED ONLY. 513-522 10 POLICY LOAN AMOUNT REPORT ...

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    • Authors: Application Administrator
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • 2005-2009 Guaranteed Issue and Simplified Issue Life Persistency Study
    2005-2009 Guaranteed ... directly.  lapse rates averaged 7.4 percent for direct bill and 2.7 percent for EFT methods. Table ... Face Amount Exposed Percent of Policy Exposed Direct 5,600 47% EFT 7,000 29% - 5 ...

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    • Authors: Catherine Ho, Society of Actuaries
    • Date: Dec 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance