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  • 2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees

    2009 Policyholder Behavior in the Tail Study Results for Universal Life Products with Secondary Guarantees Discusses the results of the SOA’s 2009 UL secondary guarantee study conducted by the ...

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    • Authors: James Reiskytl
    • Date: Oct 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees

  • High Face Amount Mortality Study—April 2012

    High Face Amount Mortality Study—April 2012 This article is based on a recent high face amount mortality study completed for the SOA. The data was derived from the Milliman Industry Mortality ...

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    • Authors: Allen Klein
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Reinsurance News
    • Topics: Experience Studies & Data>Mortality

  • Immigration Reform and What It Could Mean for the Long-Term

    Immigration Reform and What It Could Mean for the Long-Term The article looks at potential changes in care provider demographics that could ultimately have an impact on the cost of long term care ...

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    • Authors: Brian Ulery
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Long-Term Care News
    • Topics: Demography>Population data; Experience Studies & Data>Long-term care - Experience Studies & Data; Health & Disability>Health care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care

  • Is There Magic in the Middle Market?

    Is There Magic in the Middle Market? This is an article adapted from LIMRA's 'Is There Magic in the Middle Market'? - a survey exploring the financial security needs of the ...

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    • Authors: Cheryl D Retzloff
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance

  • Editor’s Column

    Editor’s Column Editor’s column addressing the contents of the September 2009 issue of the Marketing and Distribution Section Newsletter, NewsDirect. N/A; 4294979448 9/1/2009 12:00:00 AM ...

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    • Authors: Nancy Manning
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: News Direct
    • Topics: Actuarial Profession

  • “To Be, or Not To Be” … an Actuary

    “To Be, or Not To Be” … an Actuary The PA Symposium will be an immersive experience benefiting entry level actuaries through senior managers, and PA newbies through advanced practitioners.

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    • Authors: David Snell
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development

  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 1/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance

  • Federal Tax Issues Under the 2001 CSO Mortality Tables

    Federal Tax Issues Under the 2001 CSO Mortality Tables Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Life reserves;Mortality rates=Mortality tables=Death ...

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    • Authors: Application Administrator, John J Spina
    • Date: Nov 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Tax accounting

  • Weathering the Interest Rate Storm

    Weathering the Interest Rate Storm A discussion about how insurance companies weathered the storm of low interest rates in 2003. Deferred annuities;Discount rates=Interest rates; 10475 11/1/2003 ...

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    • Authors: Application Administrator, Susan Saip
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities

  • IRS Third-Party Summonses - Negotiated Cooperation Usually is the Best Approach

    IRS Third-Party Summonses - Negotiated Cooperation Usually is the Best Approach A discussion of third-party summons, particularly those issued in promoter examinations. Satisfaction of the ...

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    • Authors: Samuel A Mitchell
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Standards of practice
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