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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
  • Income Volatility Under LDTI
    Income Volatility Under LDTI This article is aimed to cover the following: 1) Provides an ... still equal to account value, and there are no direct changes to the SOP 03-1 liability.[3] The calculation ...

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    • Authors: Bruce Rosner
    • Date: Feb 2021
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
  • XXX Update
    my management was thrilled to hear that. The primary cause of the very high reserves was the retroactivity ... built into our statute. It gives the commissioner direct authority to withhold approval of any policy ...

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    • Authors: Robert W Foster, Larry M Gorski, Donald Maves, Michael Palace
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Public Policy
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective
    Alternative XXX Model Regulations from a Federal Income Tax Perspective This article discusses ... from both valuation and tax perspectives. The primary products affected are level premium term insurance ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • 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