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

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  • Insights Into Life PBR Emerging Practices
    principle-based reserves (PBR) practices. Forty direct writers and reinsurers with 80 percent market ... Report, second quarter 2018, shows IUL sales with a primary pricing objective of death benefit, guaranteed ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • Insights into Life PBR Emerging Practices
    principle-based reserve (PBR) practices. Forty direct writers and reinsurers with 80 percent market ... Report, 2nd Quarter, 2018 shows IUL sales with a primary pric- ing objective of death benefit, guaranteed ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • Reinsurance and Principle-Based Reserves - Insights Into Emerging Practices
    their PBR implementations at a greater rate than direct writers, with none of the surveyed reinsurers ... implementation period. As of year-end 2018, one-third of direct writers and none of the surveyed reinsurers had ...

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    • Authors: Kevin Carr, Haley Christine Jeorgesen , Simon Gervais , Chris Whitney
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Retirement Section News
  • Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
    Insights Into Life Principle-Based Reserves Implementation and Modeling Practices Mandatory implementation ... Acceleration of benefit (non-zero-cost) 37% Long-term care 34% Acceleration of benefit (zero-cost) 32% ...

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    • Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Modeling Platform
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
  • Implementation and Modeling Emerging Practices for Life PBR
    Implementation and Modeling Emerging Practices for Life PBR Mandatory implementation of life ... Acceleration of benefit (non-zero cost) 37% Long-term care 34% Acceleration of benefit (zero cost) 32% THE ...

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    • Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Chris Whitney
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods