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  • The Actuary Vol. 13, No. 6 The U.S. Government Cost Disclosure Report
    Actuary Vol. 13, No. 6 The U.S. Government Cost Disclosure Report Article The U.S. Government Cost Disclosure ... term=YRT;Termination rates;Whole life;Dividends;Life and annuity expenses;Retention; 12125 6/1/1979 12:00:00 AM ...

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    • Authors: Ernest J Moorhead
    • Date: Jun 1979
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Expenses - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life
  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    manner to support holding life insurance for one’s lifetime. In short, the enacted rules were not designed ... 2020 by President Trump (the “Act”).[8] The Act’s changes apply to contracts issued after Dec. 31, 2020 ...

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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
  • Teaching Matters: You Do Not Really Understand MLC Unless...
    Unless... By Yvonne ChuehStudents in Yvonne Chueh’s actuarial course in Models for Life Contingencies ... to demonstrate their understanding. Mortality rates;Mortality assumption;Life expectancy calculator;Life ...
    • Authors: Chin-Mei Chueh
    • Date: Apr 2014
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Expanding Horizons
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    withdrawals under the contract is similar to that of an annuity, whereby taxable gain is withdrawn before cost ... insurance rates. The maximum mortality table used in the calculation is the CSO table in effect when the policy ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
  • Individual Life Product Development
    general remarks about pricing implications in the U.S., and look for some more penetrating observations ... provide some increases in proceeds at death or at an annuity conversion date. Paid-up additions provide a somewhat ...

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    • Authors: Edward T Hill, James Reiskytl, Michael L Smith, William Strong
    • Date: May 1978
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
  • Insights in Life PBR Practices
    Standards Board targeted improvements, variable annuity reform, IFRS updates). Stakeholders need to be ... moved to PBR. Further information is presented in Table 1. Although a similar number of companies implemented ...

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    • Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
  • Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
    improvements for long-duration contracts, variable annuity reform, International Financial Reporting Standards ... riders from modeled reserves,1 as shown in Table 1. Table 1 Treatment of Riders in Modeled Reserves ...

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    • Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Modeling Platform
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
  • Implementation and Modeling Emerging Practices for Life PBR
    improvements for long duration contracts, variable annuity reform, IFRS updates) are likely causing companies ... re- serve and stochastic reserve), as shown in Table 1 (pg. 21). Aside from an inux of term and universal ...

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    • Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Chris Whitney
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods
  • Individual Life Product Update
    followed by estate planningand dual-incomemarkets. Table 1 shows that the next product I will discuss,term ... increases every 3, 7, 15, or 20 years more frequently. TABLE 1 Renewable Term Market Share by Percent of Policies ...

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    • Authors: Melvin J Feinberg, Mitchell Katcher, Sandra Potasky, Erica B Querfeld
    • Date: Oct 1992
    • Competency: 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>Whole life