Announcement: SOA congratulates the new FSAs for June 2024.

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  • SOA Accelerated Underwriting Practices Survey
    two Accelerated Underwriting (AU) surveys, one of direct companies and another of reinsurers. The surveys ... (AU) surveys, one of direct companies and another of reinsurers. Twenty-four direct companies and seven ...

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    • Authors: Allen Klein
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
  • Minimal Policyholder Behavior Format
    PREMIUM 9= OTHER 421-422 2 BILLING TYPE 01= DIRECT BILL 02= PAYROLL DEDUCTION 03= ELECTRONIC FUNDS ... THROUGH DIVIDEND OPTIONS. REPORT AMOUNTS FOR THE PRIMARY INSURED ONLY. 513-522 10 POLICY LOAN AMOUNT REPORT ...

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    • Authors: Application Administrator
    • Date: May 2006
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Somewhere Over the Jumbo?
    comes from this simple question: What happens if a direct writer is unknow- ingly over the jumbo limit when ... others may be somewhere over the jumbo. From a direct writer perspective, there is a very real chance ...

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    • Authors: David Atkinson
    • Date: Aug 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Reinsurance>Life reinsurance
  • Quo Vadis Reinsurance
    to increase their impact as intermediaries, and direct insurers increasingly retaining business that ... also supporting the transformation challenges of direct insurers.3 Examples, such as Blackberry and Nokia ...

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    • Authors: Dirk Nieder
    • Date: Jan 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Life Insurance>Guaranteed issue
  • STOLI Poses Danger to Industry, Reinsurers Warned
    STOLI Poses Danger to Industry, Reinsurers Warned This article discusses the structure of and the ... Insurance Company, Springfield, Mass., during a direct writer CEO panel. However, he said that if a ...

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    • Authors: James S Connolly
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • Shock Lapse Experience Report - Phase 2 Report
    Shock Lapse Experience Report - Phase 2 Report Report on the Lapse and Mortality Experience of ... experience from participating companies with a primary focus on the shock lapse at the end of the level ...

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    • Authors: Susan Willeat, Timothy Rozar, Scott Rushing
    • Date: Jul 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Policyholder behavior - Life Insurance