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  • Mortality Arbitage—Life and SPIA
    Mortality Arbitage—Life and SPIA discussion of arbitrage possibilities cause by inconsistent mortality pricing assumptions in annuity products vis. a vis. life insurance products Mortality ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A
    Whither the Definition of “Cash Surrender Value”—The IRS Issues More Waiver Rulings Discussing the Meaning of Scetion 7702f2A Discussion of private letter tax rulings on the definition of Cash ...

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    • Authors: Application Administrator, Alison R Peak
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • Mortality Comparisons
    Mortality Comparisons This is an excel spreadsheet with some data pertaining to an article of the same name from the Product Development News Mortality assumption; 4294978439 4/1/2003 12:00:00 AM ...

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    • Authors: Douglas Doll
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance
  • Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite?
    Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite? This article asks the question, Is It appropriate to underwrite changes to UL death benefit options? Death benefits; ...

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    • Authors: David Hippen
    • Date: Dec 1999
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • 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
  • SOA Section Research
    SOA Section Research This article describes how actuaries can get involved in section research including participation on a Project Oversight Group (POG). interpersonal skills;mortality risk; ...

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    • Authors: James Filmore
    • Date: Jun 2018
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Mortality Table Slope and Future Improvements
    Mortality Table Slope and Future Improvements Mortality Table Slope and Future Improvements Mortality assumption;Mortality modeling; 10456 11/1/2002 12:00:00 AM ...

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    • Authors: Michael Taht
    • Date: Nov 2002
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance
  • Highlights of May 2013 Life & Annuity Symposium
    Highlights of May 2013 Life & Annuity Symposium This article contains a summary of some of the presentations given at the May 2013 SOA Life & Annuity Symposium. This article does not ...

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    • Authors: James Filmore, Kurt Guske
    • Date: Oct 2013
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • Are Discounted Accelerated Benefits Cost Neutral?
    Are Discounted Accelerated Benefits Cost Neutral? Article analyzes the value of a discounted accelerated benefit provision and suggests that it might be more generous than expected. product ...

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    • Authors: Jeffery Dukes
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • Life Insurance Acceleration Riders
    Life Insurance Acceleration Riders This article gives an overview of the types of chronic illness acceleration riders that are now becoming prevalent in the US life insurance marketplace. The ...

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    • Authors: James Filmore
    • Date: Jun 2013
    • Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance