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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
  • Guaranteed Returns - A Tragedy Of The Commons?
    - A Tragedy Of The Commons? The Actuary Vol. 22 , No. 7. This articles explores the dangers posed ... value;Investment policy;Market value of assets;National Association of Insurance Commissioners=NAIC;Nonforfeiture ...

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    • Authors: Donald R Sondergeld
    • Date: Jul 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Public Policy
  • 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
  • The Modeling Platform
    The Modeling Platform The April 2016 Issue of The Modeling Platform Financial accounting controls;Standards ... controls;Standards of practice;Operational risks;model validation;modeling efficiency;assumptions;ERM;Product ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models; Technology & Applications>Software
  • Are Your Indexed UL Earnings Underperforming Pricing Expectations?
    Underperforming Pricing Expectations? The article discusses the continued popularity of indexed UL insurance and possible ... expectations for the product. The article discusses several key items that may be the source of that underperformance ...

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    • Authors: Nik Godon
    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • Premium Persistency Study of Flexible Premium Universal Life Products Report
    Premium Persistency Study of Flexible Premium Universal Life Products Report This is a research report ... report summarizing results of premium persistency assumptions used by life insurers for flexible premium ...

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    • Authors: Society of Actuaries
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • 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
  • Unit-Linked Products on the Rise
    Unit-Linked Products on the Rise Hubert Mueller describes why unit-linked products are increasingly ...

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    • Authors: Hubert B Mueller
    • Date: May 2000
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: International News
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Premium Persistency Study of Flexible Premium Universal Life Products Addendum
    Persistency Study of Flexible Premium Universal Life Products Addendum This is a addendum for the research report ... report summarizing results of premium persistency assumptions used by life insurers for flexible premium ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life