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  • From the Chair
    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 6/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Jun 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • With Age Comes Wisdom:Understanding Maturity Extension Rider
    With Age Comes Wisdom:Understanding Maturity Extension Rider This article examines potential impacts of old age mortality and how it affects maturity extension riders for universal life.

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    • Authors: Connie Cheng, Anji Li Zhao
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Proposed Regulations on “Toll Tax” Under Amended Section 965
    Proposed Regulations on “Toll Tax” Under Amended Section 965 Provides a few highlights of the rules set forth in the Proposed 965 Regulations and the impact such rules have on the determination ...

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    • Authors: Surjya Mitra
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Guideline Premium Forceouts
    Guideline Premium Forceouts This article describes the potential effects of a Guideline Premium Forceout on the policy values and administration of Universal Life policies. Universal Life;Product ...

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    • Authors: Lawrence Hersh
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • From the Chair
    From the Chair The Chairperson addresses the readers. Life Insurance 6442480742 2/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Feb 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Captive Evaluation in Reserve Mechanical
    Captive Evaluation in Reserve Mechanical Provides an overview of the case “Reserve Mechanical” 6442484794 10/1/2018 12:00:00 AM ...

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    • Authors: Jean Baxley, Catherine Moore
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • From the Chair
    From the Chair The Chairperson addresses the readers. 6442484796 10/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Annual Survey Provides Insight into the UL & IUL Market
    Annual Survey Provides Insight into the UL & IUL Market A summary of the recent UL/IUL survey conducted by Milliman. Universal Life;Equity Indexed Life Insurance;Product ...

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    • Authors: Susan Saip
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life