Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • 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
  • 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
  • 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
  • Impact of VM-20 on Life Insurance Product Development—Phase 2
    Impact of VM-20 on Life Insurance Product Development—Phase 2 Key excerpts from research recently performed ... performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development ...

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    • Authors: Paul Fedchak, Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • 2017 CSO Implementation: – Product implications and considerations
    This article compares and contrasts the new 2017 CSO tables to the 2001 CSO tables and discusses considerations ... possible implications of the new tables on reserves and the implementation schedule of the new tables. Mortality ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance
  • 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
  • Regulation XXX—A Status Report
    Status Report Provides the reader with the most up-to-date status of the adoption of Regulation XXX. Each ... March 1998. The information in this article reflects both where a state currently stands on the measure and ...

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    • Authors: Kevin Larsen
    • Date: Mar 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance
  • 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
  • Lower Statutory Valuation Interest Rates for Life Insurance
    Life Insurance Background information on the calculation of the statutory valuation and nonforfeiture maximum ... maximum interest rates and a brief discussion on the effect that changing interest rates will have on ...

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    • Authors: Brian Sprawka
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits