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  • Indexed Universal Life Snapshot

    Indexed Universal Life Snapshot Gives an overview of the main product features of Indexed Universal Life, and describes marketing factors contributing to high growth in sales. Universal ...

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    • Authors: Seth Detert
    • Date: Aug 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance

  • Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements

    Recent IRS Rulings Highlight Investor Control Issues for Fund of Funds Arrangements The article summarizes several recent private letter rulings from the IRS addressing the "investor ...

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    • Authors: Bryan W Keene, John Adney
    • Date: Jun 2017
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Annuities>Investment strategy - Annuities; Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities; Public Policy

  • Rate Increase Approaches Impact LTC Policyholder Behavior

    Rate Increase Approaches Impact LTC Policyholder Behavior Approaches to filing, approving and implementing LTC rate increases impact policyholder behavior regarding retaining/modifying their ...

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    • Authors: Raymond Nelson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance
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