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  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ... September 2018 The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder ... Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
    Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey The article summarizes ... summarizes results of a Milliman survey per the title. These products comprise about 40% of the total individual ...

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    • Authors: Carl Friedrich, Michelle Krysiak
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
    Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey This article summarizes ... summarizes the findings of the 2020/2021 Milliman UL/IUL/VUL survey. The survey covers a range of specific ...

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    • Authors: Susan Saip
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk ... develop better estimates of policyholder behavior in the tail (PBITT). The mission of the PBITT working group ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 2019 Universal Life with Secondary Guarantees Survey
    Secondary Guarantees Survey Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey ... Assumptions The Joint Risk Management Section is trying to develop better estimates of policyholder ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Universal Life and Indexed Universal Life Survey: Results
    Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL ... benchmarking for UL/IUL competitors relative to trends in the industry. 8/21/2020 12:00:00 AM ...

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    • Authors: Susan Saip
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results ... Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Insights Into Life PBR Emerging Practices
    Insights Into Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry ... Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry in 2Q 2018 on emerging life ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • Insights in Life PBR Practices
    implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...

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    • Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life