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  • Designing and Pricing LTCI CombinationProducts
    Combination Products by Carl L. Friedrich from Long-Term Care Newsletter, December 2004, Issue No. 13. Cash value;Death ... reserves;Life insurance;Life reserves;Long-term care insurance=LTCI;Morbidity rates=Morbidity tables;Premiums; ...

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    • Authors: Carl Friedrich
    • Date: Dec 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Long-Term Care News
    • Topics: Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance; Long-term Care
  • Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
    values to be available for distribution is the primary concern of the buyer. Within this category are ... percentage of UL policies that are written with long-term care (LTC) riders (see Figure 5). A chronic illness rider ...

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    • Authors: Susan Saip
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Results of Universal Life, Indexed Universal Life and Variable Universal Life Survey
    values to be available for distribution is the primary concern of the buyer. Within this category are ... percentage of UL policies that are written with long-term care (LTC) riders (see Table 3 below). A chronic illness ...

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    • Authors: Carl Friedrich, Michelle Krysiak
    • Date: Oct 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change
    practice areas: life & annuity, health and long-term care (LTC). Each practice area has a separate page containing ... health page covers topics related to the Affordable Care Act (ACA) including pricing and risk adjust- ment ...

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    • Authors: Robert Leach
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and Life PBR Part III
    the section 807 requirements? Peter: There is a direct interconnection between section 816 and section ... has even less support under the 1984 Act. The primary reason given in the ruling for the conclusion is ...

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    • Authors: Christian J DesRochers, Edward Robbins, Peter Winslow
    • Date: Mar 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Insights Into Life PBR Emerging Practices
    principle-based reserves (PBR) practices. Forty direct writers and reinsurers with 80 percent market ... Report, second quarter 2018, shows IUL sales with a primary pricing objective of death benefit, guaranteed ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • Universal Life and Indexed Universal Life Survey: Results
    values to be available for distribution is the primary concern of the buyer. Within this category are ... in 2018 and 50 percent during YTD 9/30/19. The primary reasons reported for not meeting profit goals were ...

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    • Authors: Susan Saip
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
  • Income Volatility Under LDTI
    Income Volatility Under LDTI This article is aimed to cover the following: 1) Provides an ... still equal to account value, and there are no direct changes to the SOP 03-1 liability.[3] The calculation ...

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    • Authors: Bruce Rosner
    • Date: Feb 2021
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
  • Credit Life and Disability Active Life Reserves
    Credit Life and Disability Active Life Reserves This article is the abstract from a paper that provides methods and formulas for calculating ... Article from: News Direct Newsletter September 2004 – Issue No. 48 ...

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    • Authors: Christopher Hause
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Reserves - Life Insurance
  • Compromise on Guideline XXX in Works
    values and should be able to operate in that the primary company does not know any desired consultation ... Alliances offer a relationship of trust. The primary com- the agents of the secondary companies. several ...

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    • Authors: James Van Elsen
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance