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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A The article discusses the impact of changes ... Section 7702 by the ConsolidatedAppropriations Act, 2021. The Consolidated Appropriations Act made changes ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • The Future of Permanent Life Insurance
    The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 ... This discussion looks at the future of permanent life insurance as of 1981, comparing traditional permanent ...

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    • Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
    • Date: May 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
  • Guaranteed Returns - A Tragedy Of The Commons?
    - A Tragedy Of The Commons? The Actuary Vol. 22 , No. 7. This articles explores the dangers posed ... value;Investment policy;Market value of assets;National Association of Insurance Commissioners=NAIC;Nonforfeiture ...

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    • Authors: Donald R Sondergeld
    • Date: Jul 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Pricing - Annuities; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Public Policy
  • Future Trends and Current Developments in Individual Life Products
    Future Trends and Current Developments in Individual Life Products This 1979 session is about current ...

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    • Authors: David R Carpenter, Spencer Koppel, Alan W Sibigtroth, John E Tiller
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy
  • The Next Generation Universal Life
    The Next Generation Universal Life 1999 SOA Regional Meeting, Atlanta. In this session on next-generation ... next-generation UL, the panelists explored 1999 product development issues relating to the general accoun ...

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    • Authors: Daniel Byrne, Deanne L Nezas, Ken McCullum, Daniel Towriss
    • Date: May 1999
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Public Policy
  • Design, Pricing and Reserving Considerations for Universal Life Secondary Death Benefit Guarantees
    Guarantees This article discusses a number of product variations seen in the market with respect to Universal Life ... and considerations regarding the adequacy of reserves that emerge under AXXX formulas. This article also ...

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    • Authors: Carl Friedrich, Kenton L Scheiwe
    • Date: Aug 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Public Policy
  • C-3 Risk and Liability Hedging
    Symposium. The speakers in this session addressed the relative volatility of participating whole ... whole life versus universal life and the annual-premium versus single- premium basis. Assumptions;Cash ...

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    • Authors: William Britton, Douglas Doll
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • Universal Life
    Universal Life This is a discussion of Universal Life insurance, dealing with: 1. Product characteristics ...

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    • Authors: William G Harman, Ben H Mitchell, Leonard E Odell, Samuel H Turner
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Universal life; Public Policy
  • Universal Life
    Universal Life This is a discussion of universal life products. It includes: 1. Benefit structure ... Consumer protection, including the company's obligations, at time of sale 5. Marketing, sales ...

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    • Authors: Robert L Collett, Gary P Monnin, James N Parrish
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life; Public Policy
  • Universal Life Plan
    this session the speaker described the attributes of a UL policy, how his company invested the cash that ... that was built up, valuation of the product, modeling in general, the specific model structure for Universal ...

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    • Authors: Robert Howard
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Public Policy