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  • Annuity/LTCI Combinations: More to Come
    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity ...

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    • Authors: Carl Friedrich, Susan Saip
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Long-term Care>Long-term care insurance
  • Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
    interest to a large portion of the life industry. table { text-transform: uppercase; } By Carl Friedrich ... Product Matters!, November 2022 The results of Milliman’s 15th annual study of universal life (UL), indexed ...

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    • Authors: Carl Friedrich, Michelle Krysiak
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • An Overview of Life and Annuity Living Benefit Riders
    An Overview of Life and Annuity Living Benefit Riders This article summarizes key findings from an SOA ... riders with medically related triggers on life and annuity products. The SOA report includes a survey of direct ...

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    • Authors: Carl Friedrich
    • Date: Oct 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters! September 2006, Issue No. 66
    P R O D U C T D E V E L O P M E N T S E C T I O N “A KNOWLEDGE COMMUNITY FOR THE SOCIETY OF ACTUARIES” ... newsletter: • Wide range of articles covering life and annuity pricing and product development, and Product ...

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    • Authors: Carl Friedrich, Donna Claire, Daniel Theodore, Steven Siegel, Kenneth Joyce, Dominique Lebel, Rebecca B Scotchie, Simpa Baiye
    • Date: Sep 2006
    • Publication Name: Product Matters!
  • Pricing and Underwriting of New Combination Products—Will We Get It Right?
    affecting combination plans that feature life or annuity plans coupled with long-term care insurance ... seem to be the clarification of tax treatment of annuity/ LTCI combination products. Under certain product ...

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    • Authors: Carl Friedrich
    • Date: Oct 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Long-term Care>Long-term care insurance
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