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  • Modernizing the Nonforfeiture Laws for Individual Life Products
    fund, with future premiums, future benefits. A primary purpose of the Standard Nonforfeiture Law, and ... this article discusses the following: 1. The primary reasons that the nonforfeiture laws exist, including ...

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    • Authors: David S Lee
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits
  • UL Secondary Guarantee –A Rebirth of Fixed Life?
    UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees ... Canadian Term to 100, and, most recently, long-term care). Another example of UL/SG taking on a different ...

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    • Authors: David Simbro
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing ... permitted such benefits under “qualified” long-term care insurance contracts (under section 7702B) while ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy