Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • NAIC Update—March 2010 Meeting
    NAIC Update—March 2010 Meeting Update on the proceedings of the March 2010 NAIC meeting. Annuity valuation;Health care reform;Life valuation;Mortality assumption;Nonforfeiture benefits;Risk-based ...

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    • Authors: Donna Claire
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • ndividual Annuity Sales and Product Trends
    ndividual Annuity Sales and Product Trends A review of product and sales trends for variable, indexed and fixed annuities against the current backdrop of low interest rates and record equity ...

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    • Authors: Simpa Baiye
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Individual annuities; Annuities>Marketing and distribution - Annuities; Annuities>Variable annuities; Economics>Macroeconomics
  • How Do You Bring New Insurance Products to Market? Five Insights from the Society of Actuaries Product Development Survey
    How Do You Bring New Insurance Products to Market? Five Insights from the Society of Actuaries Product Development Survey Five Insights from the Society of Actuaries Product Development Survey on ...

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    • Authors: Donna Christine Megregian
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Indexed Variable Annuities: The Next Product Frontier for the U.S. Annuity Market
    Indexed Variable Annuities: The Next Product Frontier for the U.S. Annuity Market Provide high level summary of Indexed Variable Annuities. Product development;Product administration = policy ...

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    • Authors: Simpa Baiye, Robert Humphreys, David Knipe
    • Date: Feb 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
  • Happy 1st birthday, In-Force Management Subgroup!
    Happy 1st birthday, In-Force Management Subgroup! It's been one year since the Product Development Section Council approved the formation of a subgroup on in-force management. One year in, how ...

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    • Authors: Jennifer McGinnis
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession; Actuarial Profession>Professional associations
  • Operational Challenges for Insurers During the Coronavirus Outbreak
    Operational Challenges for Insurers During the Coronavirus Outbreak The current coronavirus pandemic has caused a number of challenges for life insurers and this article summarizes the ...

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    • Authors: Christopher Hessenius
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Enterprise Risk Management>Operational risks; Life Insurance>Underwriting - Life Insurance; Life Insurance>Accelerated underwriting
  • The Missing Piece of the New Underwriting Paradigm
    The Missing Piece of the New Underwriting Paradigm An overview of Electronic Health Records and how they will enhance risk assessment and automated underwriting in the US. By Ron Schaber Product ...

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    • Authors: Ron Schaber
    • Date: Aug 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Accumulated Annuity Design
    Accumulated Annuity Design A paper demonstrating how to obviate the need for market timing strategies in variable annuity products by judicious use of product design. The paper presents the ...

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    • Authors: Lloyd A Foster
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities
  • SEAC Secondary Guarantees Debate
    SEAC Secondary Guarantees Debate This article is a summary of a debate at a Southeastern Actuarial Club meeting that looked at the appropriateness of secondary guarantees in UL products. Cash ...

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    • Authors: Society of Actuaries
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees
  • 2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities
    2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities Highlights from the 2002 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities. Acquisition ...

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    • Authors: Sam Gutterman
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance