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  • IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO
    IRS Notice 2016-63 – Safe Harbor Guidance for 2017 CSO The article addresses the safe harbor guidance provided in Notice 2016-63 for 2017 CSO contracts satisfying the section 7702 reasonable ...

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    • Authors: Brian King, John Adney, Craig R Springfield
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Enterprise Risk Management>Compliance; Life Insurance>Product development - Life Insurance; Public Policy
  • The Future of Underwriting: An Reinsurer Partner's View
    The Future of Underwriting: An Reinsurer Partner's View An interview with Joe Gilmour to share his views on the future innovations in underwriting that will help grow the individual life ...

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    • Authors: Joseph A Gilmour
    • Date: Jun 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance
  • Product Matters, March 2017
    Product Matters, March 2017 Read the March 2017 issue of Product Matters published by the Product Development Section. Newsletters provide practical information for the working actuary, ...

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    • Date: Mar 2017
    • 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
  • Lessons Learned from Legacy Blocks
    Lessons Learned from Legacy Blocks The author explores reasons why blocks of business may become legacy blocks and discusses ways to decrease the likelihood of legacy blocks in the future.

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    • Authors: Ronald Klein
    • Date: Aug 2013
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Product development - Life Insurance
  • Full Issue
    Full Issue February 2016 issue of Product Matters! Product development;Product administration = policy administration;Annuities;Life insurance 6442466705 2/1/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Full issue
    Full issue Full issue Product development 6442464295 10/1/2015 12:00:00 AM ...

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    • Date: Oct 2015
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • 2015 Election Results
    2015 Election Results Describes the results of the 2015 Product Development section council election as well as providing background on the new committee members. Product Development 6442467170 2 ...

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    • Authors: Brock Robbins
    • Date: Feb 2016
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Product Development Section
    Product Development Section Profile of the Product Development Section. Professional development=PD;Product development;Underwriting;Life insurance 6442454360 4/1/2014 12:00:00 AM ...

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    • Authors: Timothy Rozar
    • Date: Apr 2014
    • Competency: Relationship Management>Team leadership
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Product Matters
    Product Matters Read the July 2016 issue of Product Matters! Product development;Product administration = policy administration;Annuities;Life insurance 6442469780 7/1/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance