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  • Selling Insurance Six Feet Apart Redux
    Selling Insurance Six Feet Apart Redux As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing and Distribution (MaD) Section Council members presented “Selling Insurance Six ...

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    • Authors: Nickolas Ortner
    • Date: Oct 2020
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Marketing and distribution - Life Insurance
  • Insights in Life PBR Practices
    Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...

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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
  • Online Term Life Insurance Quotes Show Wide Variation among Vendors
    Online Term Life Insurance Quotes Show Wide Variation among Vendors Author conducts her own informal survey to see how quickly the services could deliver rate quotes and how much the quoted rates ...

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    • Authors: Ara C Trembly
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Term life; Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>E-commerce
  • GRET 2006: What It Is and How It’s Going
    GRET 2006: What It Is and How It’s Going This article highlights GRET, the Generally Recognized Expense Table, which was included in the Life Insurance Illustrations Model Regulation. From Small ...

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    • Authors: James Thompson
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Expenses - Life Insurance
  • Update on Federal Tax Issues Under the 2001 CSO Mortality Tables
    Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Update on Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Mortality rates=Mortality ...

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    • Authors: Craig R Springfield
    • Date: Mar 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • Notice 2004-61: Guidance on Mortality under IRC Section 7702
    Notice 2004-61: Guidance on Mortality under IRC Section 7702 Guidance and interpretation regarding reasonable mortality charge requirement of Section 7702, based from IRS Notice 2004-61, 2004-41 ...

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    • Authors: Application Administrator, Craig R Springfield
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Public Policy
  • NAIC Update – October 2010 Meeting
    NAIC Update – October 2010 Meeting This article provides a summary of selected sessions of the October 2010 NAIC meeting. Actuarial Standards Board=ASB;International Accounting Standards ...

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    • Authors: Donna Claire
    • Date: Feb 2011
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Health & Disability; Life Insurance; Public Policy
  • Chairperson’s Corner
    Chairperson’s Corner Hear from the chairperson on themes in the June 2018 issue of Product Matters published by the Product Development Section. Life insurance;Annuities;Product administration = ...

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    • Authors: Brock Robbins
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Wanted: Added Value - Changes Needed If Independent Brokers Are To Survive
    Wanted: Added Value - Changes Needed If Independent Brokers Are To Survive Article from The Actuary, June 1999 – volume 33 - Issue 6: Independent brokerage agencies have been the alternative ...

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    • Authors: Christopher Greis
    • Date: Jun 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • The New Model Valuation and Nonforfeiture Laws
    The New Model Valuation and Nonforfeiture Laws This is an article on statutory maximum valuation interest rates, the second of three articles outlining the new Model Valuation and Nonforfeiture ...

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    • Authors: John O Montgomery
    • Date: Feb 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Life Insurance; Life Insurance>Non-forfeiture benefits