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

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  • Highlights of May 2013 Life & Annuity Symposium
    Highlights of May 2013 Life & Annuity Symposium This article contains a summary of some of the presentations ... presentations given at the May 2013 SOA Life & Annuity Symposium. This article does not cover all sessions ...

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    • Authors: James Filmore, Kurt Guske
    • Date: Oct 2013
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • Pricing Surface
    company’s experience of similar products (such as mortality or lapses). Other assumptions may require professional ... tail. For example, for single premium immediate annuity (SPIA) product pricing, the company performs sensitivity ...

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    • Date: Nov 2017
    • Competency: Strategic Insight and Integration>Influence decisions; 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: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Simulation
  • Are Discounted Accelerated Benefits Cost Neutral?
    estimated life expectancy and a specified mor- tality table, an impaired (or rated) age, y, is determined where ... for 100 − y years) based on the specified mortality table and a discount rate determined by the policy’s ...

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    • Authors: Jeffery Dukes
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • Considerations for Indexed Universal Life under PBR
    which is believed to be an unintended result. In Table 1, a profit measure is presented for each scenario ... increased crediting rate seen after policy year 20. Table 1 Profit Measure Percentile of SR scenarios PV ...

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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