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  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section ... Interest Rates, and how it will impact the design of life insurance products in the future. By Stu Kwassman ...

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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
  • UL Secondary Guarantee –A Rebirth of Fixed Life?
    UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees ... from traditional life insurance products. Discussion of possibility they are lapse supported in their pricing ...

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    • Authors: David Simbro
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • XYZ Addresses UL Nonforfeiture Values
    XYZ Addresses UL Nonforfeiture Values This article ... discusses how the proposed actuarial guideline XYZ attempts to address secondary guarantees on minimum nonforfeiture ...

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    • Authors: James Van Elsen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits