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  • T3: TAXING TIMES TIDBITS
    T3: TAXING TIMES TIDBITS T3: TAXING TIMES TIDBITS TAXING TIMES, June 2022 IRS Tweaks Automatic Procedure for Changes in Basis of Computing Reserves under Section 807(f) By Art Schneider and Mark ...

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    • Authors: Arthur C Schneider, Surjya Mitra
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Expenses - Life Insurance; Public Policy
  • Does Free Embedded Insurance Impact Customer Behavior?
    Does Free Embedded Insurance Impact Customer Behavior? The article provides an overview of the results obtained from the analysis of an embedded (micro) insurance campaign run by an insurtech and ...

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    • Date: Dec 2022
    • Competency: Results-Oriented Solutions
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; FinTech & InsurTech>Customer acquisition; FinTech & InsurTech>Disruption
  • Coordinating VM-31 With ASOP No. 56 Modeling
    Coordinating VM-31 With ASOP No. 56 Modeling An overview of how the VM-31 requirements for documenting PBR approaches and assumptions can/should reflect the Actuarial Standard of Practice on ...

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    • Authors: Karen Rudolph
    • Date: Jul 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Life Insurance
  • ACLI Update
    ACLI Update Current tax issues affecting the insurance industry, including the Inflation Reduction Act (Budget Reconciliation Bill)'s tax provisions, including the corporate minimum book income ...

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    • Authors: Mandana Parazad, Regina Y Rose, Sarah Lashley
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Taxing Times
    • Topics: Health & Disability; Life Insurance
  • Insurtech’s Impact on the Industry: Post-Pandemic
    Insurtech’s Impact on the Industry: Post-Pandemic Exploration of the relationship between insuretech and reinsurance in Life and P&C .notes { font-size: 14px; } By Andrew Rea and Farron Blanc ...

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    • Authors: Farron Blanc, Andrew Rea
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance
  • The Missing Piece of the New Underwriting Paradigm
    The Missing Piece of the New Underwriting Paradigm An overview of Electronic Health Records and how they will enhance risk assessment and automated underwriting in the US. By Ron Schaber Product ...

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    • Authors: Ron Schaber
    • Date: Aug 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
    Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels The Distribution Channels: Part 1 -- Agent Channels provides general information on agent ...

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    • Authors: Art W Lewis
    • Date: Aug 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Product Matters! Looks Back
    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • Trends in Life Insurance 2022: How the Industry Has Changed
    Trends in Life Insurance 2022: How the Industry Has Changed The life insurance industry has experienced dramatic changes since the onset of COVID-19 in March 2020. Growing competition, a rise in ...

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    • Authors: Amy Karafin
    • Date: Apr 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; FinTech & InsurTech; FinTech & InsurTech>Underwriting - FinTech & InsurTech; Life Insurance>Accelerated underwriting
  • 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
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