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  • Market-Consistent Pricing As The Market Sort Of Normalizes: Separating the permanent from the temporary grayness Part 2 of 2
    decisions. The more complex the product, the more care must be put into planning the reporting, which ... Modernization Initiative (SMI), the Dodd-Frank bill, health care reform and the Foreign Account Tax Compliance Act ...

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    • Authors: Eric Clapprood
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding ... made. However, Notice 2004-61 does not contain any direct statements identifying what such modifications ...

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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
  • The Happiness Hedge
    The Happiness Hedge This article helps illustrate that a guaranteed income stream in retirement ... guaranteed income product (SPIA or GLWB) is a direct hedge of longevity risk. The longer an annuitant ...

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    • Authors: Douglas Robbins
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
  • FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force MaFASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force Managementnagement
    FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force ... “single A”) Non-par term and whole life, long-term care/disability, immediate/payout annuities Market ...

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    • Authors: Kenneth Scott Birk, Yuan Tao
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Revenue Procedure 99-27
    Revenue Procedure 99-27 The IRS released the details of a program to allow life insurers to correct ... even if the cash surrender value is zero. The Primary Guarantee in a UL plan limits the maximum Cost ...

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    • Authors: Christian J DesRochers, Brian King
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • Parameds and Teleunderwriting:Implications for the Future
    Parameds and Teleunderwriting:Implications for the Future This article explores implications ... role of the paramed in stressing the importance of care- fully reviewing the answers recorded over avocation ...

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    • Authors: Robert Littell
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business Analytics Revolution
    Predictive Modeling for Life Insurance Ways Life Insurers Can Participate in the Business ... culture, set of norms, and regulations, so additional care must be taken to use this data in ways that are ...

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    • Authors: Chris E Stehno, James Guszcza
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance
  • A Look at Older Age Mortality Improvement
    A Look at Older Age Mortality Improvement Discusses various historical and projected future ... Worrisome trends in health (and limits on health care spending) are emerging, however, that could attenuate ...

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    • Authors: Jeffery Dukes
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Demography>Mortality - Demography