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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
  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
    Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ... life insurance products in the future. By Stu Kwassman Product Matters!, February 2021 Introduction As most ...

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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
  • Re-Act: 2020 Canadian Reinsurance Conference (CRC)
    Re-Act: 2020 Canadian Reinsurance Conference (CRC) Description and welcome to the 2020 Canadian Reinsurance ... Reinsurance Conference including highlight of the key note speaker 1/10/2020 12:00:00 AM ...

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    • Authors: Amhlaoibh Lynch
    • Date: Jan 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance; Life Insurance>Accelerated underwriting; Life Insurance>Guaranteed issue; Life Insurance>Simplified issue
  • Quo Vadis Reinsurance
    Quo Vadis Reinsurance Read the Quo Vadis Reinsurance. Future of reinsurance 1/10/2020 12:00:00 AM ...

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    • Authors: Dirk Nieder
    • Date: Jan 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Life Insurance>Guaranteed issue
  • Individual Life Product Development
    RECORD OF SOCIETY OF ACTUARIES 1978 VOL. 4 NO. 2 Vol. 4, No. 2 May, 1978 RECORD INDIVIDUAL LIFE PRODUCT ... Considerations MR. WILLIAM H. STRONG: For many years, the 5% and 6% policy loan inter- est rates required on ...

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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
  • Individual Life Product Update
    Individual Life Product Update 1992 SOA Annual Meeting, Washington, D.C. This session on individual ... Life, VUL, and Term Life. within these products the discussion covered trends in product design, lapsation ...

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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
  • Teaching Matters: You Do Not Really Understand MLC Unless...
    Reserves;Annuities By Yvonne Chueh I hadn’t taught the MLC (Models for Life Contingencies) course for seven ... weeks per quarter, course sequence in the fall, winter, and spring. The class met three times each week for ...
    • 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
  • The Actuary Vol. 13, No. 6 The U.S. Government Cost Disclosure Report
    The Actuary Vol. 13, No. 6 The U.S. Government Cost Disclosure Report Article The U.S. Government Cost ... Cost Disclosure Report by Moorhead in The Actuary, June 1979, Volume 13, Number 6 Individual life plans;Life ...

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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
  • Implementation and Modeling Emerging Practices for Life PBR
    implementation of life principle-based reserves (PBR) is just around the corner, and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...

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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
  • Insights in Life PBR Practices
    implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work ... participants covering 85 percent of the individual life market, including 23 of the top 25 life writers and five ...

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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