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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses the impact of changes ... Revenue Code Section 7702 by the ConsolidatedAppropriations Act, 2021. The Consolidated Appropriations ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • What's Trending in the Universal Life Market? More of the Same
    Trending in the Universal Life Market? More of the Same This article provides a summary of the key findings ... 8th annual survey of lading UL carriers. The survey covers issues and challenges of UL/IUL products and ...

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    • Authors: Susan Saip
    • Date: Oct 2015
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; 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
  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ... life insurance products in the future. By Stu Kwassman Product Matters!, February 2021 Introduction As most ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole 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
  • Actuarial Guideline XLIX (AG49): Past, Present and Future
    Written in reaction to the AG49-A "quick-fix" passed, this article covers the history of IULillustration regulation ... thenexplains how the "quick-fix" works and what its impact on illustrations is. Lastly, the articlelooks ...

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    • Authors: Richard John Hoffer, Alexander Tall, Kathryn van Ryn
    • Date: Jun 2023
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance
  • Current Dynamics of Universal Life and Indexed UL
    Dynamics of Universal Life and Indexed UL Universal Life/Indexed Universal Life trends based on the 6th annual ... annual Milliman survey of leading UL carriers. Reveals the current dynamics of the UL/IUL market and provides ...

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    • Authors: Susan Saip
    • Date: Oct 2013
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Quo Vadis Reinsurance
    Quo Vadis Reinsurance Read the Quo Vadis Reinsurance. Future of reinsurance 1/10/2020 12:00:00 AM ...

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    • Authors: Dirk Nieder
    • Date: Jan 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Life Insurance>Guaranteed issue