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2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ... September 2018 The Joint Risk Management Section is trying to develop better estimates of policyholder ...- Authors: Jeffrey Hartman
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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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 ... Revenue Code Section 7702 by the ConsolidatedAppropriations Act, 2021. The Consolidated Appropriations ...- 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
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The End of A Tumultuous Year
The End of A Tumultuous Year This article reviews the topics discussed at the December 2004 meeting ... meeting of the Life and Health Actuarial task force. The covered topics include Actuarial Guideline 38 and Reserves ...- Authors: Larry M Gorski
- Date: Mar 2005
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Variable annuities; Life Insurance>Universal life; Public Policy
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What's Trending in the Universal Life Market? More of the Same
Trending in the Universal Life Market? More of the Same This article provides a summary of the key findings ... 8th annual survey of lading UL carriers. The survey covers issues and challenges of UL/IUL products and ...- Authors: Susan Saip
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder ... Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT ...- Authors: Jeffrey Hartman
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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The Actuary VOL. 16, No. 2 A Seer's Chronology of Universal Life
The Actuary VOL. 16, No. 2 A Seer's Chronology of Universal Life This article is a summary of a ... with the rise of Universal Life in 1981 with the climate of high interest rates and minimization of company ...- Authors: Application Administrator
- Date: Feb 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Economics>Financial economics; Life Insurance>Universal life
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Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey This article summarizes ... summarizes the findings of the 2020/2021 Milliman UL/IUL/VUL survey. The survey covers a range of specific ...- Authors: Susan Saip
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- 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>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey The article summarizes ... summarizes results of a Milliman survey per the title. These products comprise about 40% of the total individual ...- 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
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Are Your Indexed UL Earnings Underperforming Pricing Expectations?
Underperforming Pricing Expectations? The article discusses the continued popularity of indexed UL insurance and possible ... expectations for the product. The article discusses several key items that may be the source of that underperformance ...- Authors: Nik Godon
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Premium Persistency Study of Flexible Premium Universal Life Products Report
Premium Persistency Study of Flexible Premium Universal Life Products Report This is a research report ... report summarizing results of premium persistency assumptions used by life insurers for flexible premium ...- Authors: Society of Actuaries
- Date: May 2012
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life