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  • 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
  • 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
  • Variation by Duration in Individual Health Medical Insurance Claims
    prescription drugs, nursing facilities, intensive care facilities, mental health treatment, alcohol or ... defined to be any product that requires a majority of care to be SOCIETY OF ACTUARIES INDIVIDUAL ...

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    • Authors: Leigh Wachenheim
    • Date: Oct 2006
    • Competency: Leadership>Professional network leverage; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Modeling & Statistical Methods; Technology & Applications>Analytics and informatics
  • 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
  • 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
  • Literature Review and Assessment of Mortality Improvement Rates in the U.S. Population: Past Experience and Future Long-Term Trends
    he 2012 Trustees Report”:  • Access to primary medical care for the general population (in particular ... g forms of disease,  • Improvements in prenatal care,  • The prevalence of obesity,        Litera ...

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    • Date: Aug 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Demography>Longevity; Pensions & Retirement>Assumptions and methods
  • 2019-2021 Variable Annuity Contract Owner Behavior Experience Study
    guaranteed minimum income benefit (GMIB) rider, the Direct Response and Independent Agent distribution channels ... 46% of the market share. This was followed by Direct Response at 14%. • For Registered Index-Linked ...

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    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Experience Studies & Data
  • 2009 CLICE Expense Study Data Request - Data Submission Form
    Brokerage PPGA Multi-Line Direct Response Other Unallocated Total A. New Business - Direct 1. Policies / ... Additions Included in A-4 0 B. Inforce - Direct - Current Year 1. Policies / Contracts ...

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    • Authors: Society of Actuaries
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • 1986-2002 Credit Risk Loss Experience Study: Private Placement Bonds
    future economic downturns may be different, so care must be used in interpreting and using the results ... As shown in the graph, incidence rates, the primary driver of economic loss rates, more than doubled ...

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    • Authors: Society of Actuaries
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Finance & Investments>Investments