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

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  • 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
  • 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
  • C-3 Risk and Liability Hedging
    the actual interest rate being credited, the mortality being charged, or the expenses being assessed ... results are credible. We have not yet done that. Table 1 illustrates the excess-lapse function for the ...

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    • Authors: William Britton, Douglas Doll
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • Universal Life
    levels of agents ranges from the high 80's to the mid 40's. Remember that some gross estimates were used ... than a similar combination of ART plus a flex-annuity which might run in the 20-25% range. So whether ...

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    • Authors: William G Harman, Ben H Mitchell, Leonard E Odell, Samuel H Turner
    • Date: Oct 1981
    • 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>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
  • The Future of Permanent Life Insurance
    The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 This discussion ... renewable term=Yearly renewable term=YRT;Life and annuity expenses; 15273 5/1/1981 12:00:00 AM ...

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    • Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
  • Universal Life Plan
    reserve, it is conservative to use a lower mortality rate and a higher interest rate (once the reserve ... rates as mortality gets worse, but will I be able to do this? In order to have credible mortality data ...

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    • Authors: Robert Howard
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Public Policy