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Coordinating VM-31 With ASOP No. 56 Modeling
Coordinating VM-31 With ASOP No. 56 Modeling An overview of how the VM-31 requirements for documenting PBR approaches and assumptions can/should reflect the Actuarial Standard of Practice on ...- Authors: Karen Rudolph
- Date: Jul 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Life Insurance
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Are Your Indexed UL Earnings Underperforming Pricing Expectations?
Are Your Indexed UL Earnings Underperforming Pricing Expectations? The article discusses the continued popularity of indexed UL insurance and possible reasons why a company's actual indexed ...- Authors: Nik Godon
- Date: Jan 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
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Recent Motivations in Life Insurance Mergers and Acquisitions
Businesses across the board have been drastically impacted by the effects of COVID-19 over the course of 2020, and insurance was not immune. Perhaps most relevant to this industry’s current ...- Authors: Zeeshan Rehmani, David Alison FSA (David), Baudouin Richier
- Date: Nov 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Finance & Investments; Finance & Investments>Capital management - Finance & Investments; Life Insurance
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Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels The Distribution Channels: Part 1 -- Agent Channels provides general information on agent ...- Authors: Art W Lewis
- Date: Aug 2022
- Competency: Strategic Insight and Integration
- Publication Name: News Direct
- Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
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The Missing Piece of the New Underwriting Paradigm
The Missing Piece of the New Underwriting Paradigm An overview of Electronic Health Records and how they will enhance risk assessment and automated underwriting in the US. By Ron Schaber Product ...- Authors: Ron Schaber
- Date: Aug 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Product Matters! Looks Back
Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...- Date: Feb 2022
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
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Confusing the Matrix: Actuarial Adaptations to a Well-Known Construct
Confusing the Matrix: Actuarial Adaptations to a Well-Known Construct Accelerated underwriting expert, Ryan Holt, FSA, gives a brief history of the confusion matrix and how its use came into the ...- Authors: Ryan Holt
- Date: Aug 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Accelerated underwriting
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SOA Accelerated Underwriting Practices Survey
SOA Accelerated Underwriting Practices Survey Milliman was engaged by the SOA to conduct two Accelerated Underwriting (AU) surveys, one of direct companies and another of reinsurers. The surveys ...- Authors: Allen Klein
- Date: May 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
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Bridging the GAAP: IFRS 17 and LDTI Differences Explored
Bridging the GAAP: IFRS 17 and LDTI Differences Explored This article discusses key considerations and differences in measurement requirements between IFRS 17 and LDTI, leveraging a term ...- Authors: Gregory Mackenzie, Tina Guo
- Date: Jul 2022
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life
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PBR Considerations and Benefits for Smaller Insurance Companies
After years of discussion and debate, PrinciplesBased Reserving (PBR) is finally a reality. Small insurance companies have a unique opportunity to decide between electing for the company-wide ...- Authors: Alixandra Balestra, Calvin Y K Yeung, Jeffery Stroller
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance