Announcement: SOA releases February 2024 Exam FM passing candidate numbers.

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  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
    Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo products fit in the new statutory valuation framework? Valuation Manual;Principles-based ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance
  • Annuity/LTCI Combinations: More to Come
    Annuity/LTCI Combinations: More to Come Discussion of combination long-term care insurance and annuity products. Marketing and distribution;Product development; 10559 10/1/2009 12:00:00 AM ...

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    • Authors: Carl Friedrich, Susan Saip
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Annuities>Marketing and distribution - Annuities; Long-term Care>Long-term care insurance
  • Fixed Annuities Complement Investment Planning
    Fixed Annuities Complement Investment Planning Feature article discussing recent innovations within the fixed annuity insurance industry and the changes those innovations may bring. Deferred ...

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    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
  • Pricing and Underwriting of New Combination Products—Will We Get It Right?
    Pricing and Underwriting of New Combination Products—Will We Get It Right? Discussion of pricing and underwriting Long Term Care coverage that is combined with annuities or life insurance.

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    • Authors: Carl Friedrich
    • Date: Oct 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Long-term Care>Long-term care insurance
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