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  • Insurance Loan Pros and Cons
    Insurance Loan Pros and Cons Discussion of a New York Times article dealing with the arbitraging of policy loan proceeds by investing them in money market instruments whose yields were well ...

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    • Authors: Ernest J Moorhead
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Economics>Behavioral economics; Life Insurance>Policyholder behavior - Life Insurance
  • Why IUL Income Streams Need to be Managed - Part 1
    Why IUL Income Streams Need to be Managed - Part 1 The article (Part 1) describes the potential problems when policyholders take income streams from IUL, demonstrated by historical data.

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    • Authors: Ben Wolzenski, John McSwaney
    • Date: Oct 2018
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • Protecting Bradley
    Protecting Bradley This article explores the unique economic and behavioral considerations and challenges in reaching the millennial generation to help them address their life insurance ...

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    • Authors: Stephen Abrokwah
    • Date: Dec 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Substitute Facts for Appearances and Demonstrations for Impressions
    Substitute Facts for Appearances and Demonstrations for Impressions This article gives examples of how an actuary can live by the actuarial motto of substituting facts for appearances. The ...

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    • Authors: James Filmore
    • Date: Oct 2013
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Reinsurance>Pricing - Reinsurance
  • Life Settlements—A Window Of Opportunity For The Life Insurance Industry?
    Life Settlements—A Window Of Opportunity For The Life Insurance Industry? Feature article discussing the Life Settlements business: recent growth, pricing, and future of the business.

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    • Authors: H Shumrak
    • Date: Feb 2010
    • Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy