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  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. 6442477448 7/13/2017 12:00:00 AM ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary ...

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    • Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Premium Persistency Study of Flexible Premium Universal Life Products Addendum
    Premium Persistency Study of Flexible Premium Universal Life Products Addendum This is a addendum for the research report summarizing results of premium persistency assumptions used by life ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • 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 in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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    • 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
  • Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
    Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results Results of the PBITT Working Group annual VA Survey.

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    • Authors: Jason Tucker Hartman
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • 2012 AAT Survey Results
    2012 AAT Survey Results Survey of appointed actuaries about asset adequacy testing techniques currently being used in 2012. Cash flow testing 4294993415 11/30/2012 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Nov 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results As part of its work, the PBITT working group issued its annual ...

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    • Authors: Society of Actuaries
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • 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 in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

    View Description

    • 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