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

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  • Mortality Comparisons
    Mortality Comparisons This is an excel spreadsheet with some data pertaining to an article of the same ... same name from the Product Development News Mortality assumption; 4294978439 4/1/2003 12:00:00 AM ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    withdrawals under the contract is similar to that of an annuity, whereby taxable gain is withdrawn before cost ... insurance rates. The maximum mortality table used in the calculation is the CSO table in effect when the policy ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
  • New Flexibility for VUL Product Design in New York StateSurrender Charge Limits Revisited
    New Flexibility for VUL Product Design in New York StateSurrender Charge Limits Revisited The ... surrender charge limitations specified in New York’s Regulation 77 which increases the maximum allowable ...

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    • Authors: Robert Hafner
    • Date: Aug 2001
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • Are Your Indexed UL Earnings Underperforming Pricing Expectations?
    indexed UL insurance and possible reasons why a company's actual indexed UL earnings may be below their original ... Francis Hebert-Losier Product Matters!, February 2024 U.S. insurers haven’t necessarily seen the growth in ...

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    • Authors: Nik Godon
    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • Product Pricing in the Year 2010
    Changes in Use of Reinsurance in Pricing The U.S. life industry has become increas- ingly reliant ... today. These include changing views on long- term mortality costs, market consolidation and concerns over ...

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    • Authors: Michael Taht
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance
  • A Brief Look At The Phase 2 Experience Analysis Results From The SOA/RGA Post-Level Term Research Project
    at assumptions and experience for lapses and mortality at the end of the level premium period for level ... business. Assumptions;Lapse rates=Lapses;Mortality rates=Mortality tables=Death rates ;Product development; ...

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    • Authors: Timothy Rozar, Scott Rushing
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life
  • Profile of a Term Leader
    Profile of a Term Leader This article discusses the characteristics of companies dedicated to being ... reinsurance;Marketing and distribution;Mortality rates=Mortality tables=Death rates ;Premiums;Product ...

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    • Authors: John Tak
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Term life
  • Federal DAC Tax
    Applying this formula produces the following table of illustrative PDAC costs for non-pension annuities ... To illustrate this, consider a single, premium annuity with a premium of $1000, commission of 5%, acquisition ...

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    • Authors: Matthew Easley, Stephen A J Sedlak, Gregory A Simmons
    • Date: Aug 2001
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Reflecting Risk In Pricing Survey
    survey focused on various product lines—life and annuity, health, and property and casualty insurance and ... The full report breaks out reinsurers, life and annuity writers separately. Profit Measure Ranking The ...

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    • Authors: Donna Christine Megregian
    • Date: Jun 2011
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Product Development Efficiency
    go-to-market phase includes development ment processes of U.S. life of promotional and training materials as insurers ... survey of the product devel- opment processes of U.S. life insurers found a wide range of efficiency among ...

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    • Authors: Larry Stern, David G Whittemore
    • Date: Jun 1998
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance