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  • How Changes in U.S. Statutory Reserve Regulations Could Impact Term Insurance Pricing
    How Changes in U.S. Statutory Reserve Regulations Could Impact Term Insurance Pricing Recent and upcoming ... upcoming changes to U.S. statutory reserving rules are expected to impact term insurance prices. This article ...

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    • Authors: Kelly Rabin, Daniel Rueschhoff
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Then and Now
    Then and Now The author uses a reprint of an article from the very first edition of ... the “News from the Individual Life Insurance and Annuity Product Development Section” and assistance from ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Public Policy
  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor ... contracts satisfying the section 7702 reasonable mortality requirements PBR;Taxes;Life insurance ;Product ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • Product Trends Around the World
    Product Trends Around the World The world around us ... keeps changing F.A.S.T. propelling life insurance companies to respond with F.R.E.S.H. product solutions ...

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    • Authors: Joshua Dobiac, Elena Stoyanova Tonkovski
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Global Perspectives>Global markets; Life Insurance>Product development - Life Insurance
  • The Glass is Half Full!
    The Glass is Half Full! Letter from the Chair of the Product Development Council. Challenging times ... Challenging times bring opportunities. Today's low interest environment is a rallying cry for our ...

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    • Authors: Paula Hodges
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Impact of VM-20 on Product Development
    the 2001 Commissioners Standard Ordinary (CSO) table with no reserve financing, then reflecting the ... arrangements, the introduction of the 2017 CSO table and the introduction of PBR. HIGH-LEVEL SUMMARY ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • IRS Updates Post-Age-100 Guidance
    (1) have mortality guarantees based on the 2001 Commissioners’ Standard Ordinary Mortality Tables (2001 ... rules to “life insurance contracts that have mortality guarantees based upon not only the 2001 CSO tables ...

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    • Authors: John Adney
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Product development - Life Insurance
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