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  • NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
    NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of ...

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    • Authors: Laura Knapp
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers
    The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers Summary of a survey conducted by Milliman of 28life insurers on the impact ...

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    • Authors: Karthik Yadatore, Paul Fedchak, Patrick Ouyang
    • Date: Oct 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Public Policy
  • 7702A Reduction in Benefits Testing: A Simplified Approach
    7702A Reduction in Benefits Testing: A Simplified Approach This article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided for ...

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    • Authors: Larry Hersh
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
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