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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
  • XYZ Addresses UL Nonforfeiture Values
    XYZ Addresses UL Nonforfeiture Values This article discusses how the proposed actuarial guideline XYZ attempts to address secondary guarantees on minimum nonforfeiture values. Standard ...

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    • Authors: James Van Elsen
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • 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
  • 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
  • SEAC Secondary Guarantees Debate
    SEAC Secondary Guarantees Debate This article is a summary of a debate at a Southeastern Actuarial Club meeting that looked at the appropriateness of secondary guarantees in UL products. Cash ...

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    • Authors: Society of Actuaries
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees
  • X-Rated Reserves: AXXX and XXX
    X-Rated Reserves: AXXX and XXX Discusses the federal income tax aspects of reserves for term and secondary-guarantee UL, as regulated by XXX and AXXX. Secondary guarantees;Taxes=Taxation;Term ...

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    • Authors: Christian J DesRochers
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Term life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results Report summarizing the results of the 2013 PBITT UL with Secondary ...

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    • Authors: Stephen Hodges, Charles M Bremer
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Nontraditional Guarantees on Life and Annuity Products
    Nontraditional Guarantees on Life and Annuity Products Portion of the introduction and the table of contents to the full paper entitled “Nontraditional Guarantees on Life And Annuity Products.” ...

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    • Authors: John P Glynn, Victoria L Pickering
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities>Guaranteed living benefits; Life Insurance>Secondary guarantees
  • Lapse Experience Under Lapse-Supported Products
    Lapse Experience Under Lapse-Supported Products Provides a review of the available lapse experience for lapse-supported Life and Long-Term Care products. Lapse rates=Lapses;Life ...

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    • Authors: Dominique Lebel
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data; Life Insurance>Secondary guarantees; Long-term Care