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  • Summary of the Life and Health Actuarial Task Force Meeting – September, 2003
    Summary of the Life and Health Actuarial Task Force Meeting – September, 2003 Summary of the Life and Health Actuarial Task Force Meeting held in September, 2003 Annuities;Annuity reserves;Credit ...

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    • Authors: Larry M Gorski
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Statutory Valuation Interest Rates for Life Insurance and Annuity Products
    Statutory Valuation Interest Rates for Life Insurance and Annuity Products This article reports the maximum statutory valuation and nonforfeiture interest rates for calendar year 2004 issues of ...

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    • Authors: David G Whittemore
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Summary of June 2009 NAIC/LHATF Meeting
    Summary of June 2009 NAIC/LHATF Meeting Discussion of events of a the June 2009 NAIC/LHATF meeting. Annuity reserves;Guaranteed living benefits=GLB;International Accounting Standards=IAS;Life ...

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    • Authors: Donna Claire
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Trends in the Universal Life and Indexed UL Market
    Trends in the Universal Life and Indexed UL Market This article provides a summary of the results from a recent Milliman survey. Survey results provide UL/IUL carriers with a benchmark to ...

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    • Authors: Susan Saip
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Accelerated Underwriting: A Transformational Trend
    Accelerated Underwriting: A Transformational Trend Defines Accelerated Underwriting programs as a transformational trend, and outlines a process for evaluating mortality implications of such ...

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    • Authors: Richard Pretty
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Predictive Analytics
  • GMIB and the Bear Market
    GMIB and the Bear Market A discussion of the growing popularity of annuities with guaranteed minimum income benefits GMIB during times of bear markets and some related discussion of product ...

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    • Authors: Eric Carlson
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Public Policy
  • 2001 CSO Table—The Road to 2009
    2001 CSO Table—The Road to 2009 A discussion of the development, key elements, applications, and implementation process of the 2001 CSO Tables for individual life insurance policies for computing ...

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    • Authors: William Carroll
    • Date: Jul 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Modernizing the Nonforfeiture Laws for Individual Life Products
    Modernizing the Nonforfeiture Laws for Individual Life Products Discussion of the necessity of nonforfeiture laws for life insurance and the inconsistencies in the laws between comparable ...

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    • Authors: David S Lee
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits
  • End to End Assumption Documentation Practices
    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development and Governance Group, an informal discussion group consisting of nearly 200 interested actuaries ...

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    • Authors: Hua Li, Alexander Zaidlin
    • Date: Jul 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data
  • Annuity Nonforfeiture:The Sound of Falling Rates
    Annuity Nonforfeiture:The Sound of Falling Rates Discussion of NAIC efforts to amend the annuity nonforfeiture laws to respond to falling interest rates. Deferred annuities;Nonforfeiture ...

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    • Authors: Application Administrator
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Individual annuities; Public Policy