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  • Accelerated Underwriting: A Transformational Trend

    Accelerated Underwriting: A Transformational Trend Defines Accelerated Underwriting programs as a transformational trend, and outlines a process for evaluating mortality implications of such ...

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    • Authors: Richard Pretty
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance; Predictive Analytics
  • 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
  • A Workable Approach to Lifetime Income in DC Plans

    A Workable Approach to Lifetime Income in DC Plans This article offers insights about the United Technologies Corporation lifetime income approach and information on the design, administration ...

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    • Authors: Kevin T Hanney
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Retirement Section News
    • Topics: Finance & Investments>Investment policy; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Risk management
  • The Health Care Journey Continues

    The Health Care Journey Continues By Michael Frank Michael Frank gives a recap of his and Don Rusconi's second year as professors at Columbia University in the Masters in Actuarial Science ...
    • Authors: Michael Frank
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Expanding Horizons
    • Topics: Actuarial Profession>Academic partnerships
  • Observations on our Observations

    Observations on our Observations Observations on recent SOA study on input and output smoothing techniques ad impact on defined benefit funding. ;; Asset valuation; Funding policy; Market value ...
    • Authors: Joseph Silvestri
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Best practices; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding; Pensions & Retirement>Plan design; Public Policy
  • In the Beginning - Taxation of U.S. Owned Foreign Insurance Operations

    In the Beginning - Taxation of U.S. Owned Foreign Insurance Operations This article is an introduction to the principles of taxation of U.S. owned foreign insurance operations, such as controlled ...

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    • Authors: Timothy Branch
    • Date: Jun 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Global Perspectives>Multinational companies; Public Policy
  • ltc-2017-iss45-himmelberger

    ltc-2017-iss45-himmelberger New for 2017, we are introducing a series of articles by experienced industry professionals who are relatively new to long-term care (LTC). Long-term care ...

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    • Authors: Clark Himmelberger
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>General business skills; Leadership>Professional network leverage
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Professional development; Experience Studies & Data>Long-term care - Experience Studies & Data; Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Long-term Care>Long-term care insurance
  • How Should Financial Economics Principles Be Applied (Or Not Applied) to Public Pension Plans?

    How Should Financial Economics Principles Be Applied (Or Not Applied) to Public Pension Plans? Some are arguing to require actuaries to fund public plans like an insurance company. It is not the ...

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    • Authors: Thomas Lowman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Pension Section News
    • Topics: Economics>Financial economics; Enterprise Risk Management>Risk appetite
  • Recommendations of the Society of Actuaries Mortality Study Working Group

    Recommendations of the Society of Actuaries Mortality Study Working Group Summary of the recommendations of the Society of Actuaries Mortality Study Working Group, whose purpose was to ...

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    • Authors: Allen Klein
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Experience Studies & Data>Mortality
  • GMIB and the Bear Market

    GMIB and the Bear Market A discussion of the growing popularity of annuities with guaranteed minimum income benefits GMIB during times of bear markets and some related discussion of product ...

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    • Authors: Eric Carlson
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Reserves - Annuities; Public Policy