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

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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    manner to support holding life insurance for one’s lifetime. In short, the enacted rules were not designed ... 2020 by President Trump (the “Act”).[8] The Act’s changes apply to contracts issued after Dec. 31, 2020 ...

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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
  • Universal Life
    4. Consumer protection, including the company's obligations, at time of sale 5. Marketing ... administration consumer protection, including the company's obligations, at time of sale and marketing, sales ...

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    • Authors: Robert L Collett, Gary P Monnin, James N Parrish
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Public Policy
  • Guaranteed Returns - A Tragedy Of The Commons?
    Guaranteed Returns - A Tragedy Of The Commons? The Actuary Vol. 22 , No. 7. This articles explores ... posed by many guaranteed-return life insurance and annuity products. Cash value;Investment policy;Market ...

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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
  • The Next Generation Universal Life
    _________________________________ *Copyright © 2000, Society of Actuaries Note: The charts referred ... spring of 1984, I was told the Dow would never hit 2000, so that’s a point of time that I can relate to ...

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    • Authors: Daniel Byrne, Deanne L Nezas, Ken McCullum, Daniel Towriss
    • Date: May 1999
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Public Policy
  • Future Trends and Current Developments in Individual Life Products
    Future Trends and Current Developments in Individual Life Products This 1979 session is ... Term Assumptions;Discount rates=Interest rates;Mortality assumption;Nonforfeiture benefits;Persistency;Product ...

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    • Authors: David R Carpenter, Spencer Koppel, Alan W Sibigtroth, John E Tiller
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy