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  • Insights in Life PBR Practices

    Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...

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    • Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life
  • Expected Returns on Indexed Credits

    Expected Returns on Indexed Credits Proposes alternatives for estimating the long term interest returns in Indexed Universal Life products. Defends expected return of 20%-45% on hedge budgets.

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    • Authors: Gary Hatfield
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Derivatives; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Universal life
  • From the Chair

    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 06/01/2018 05:00:00 ...

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    • Authors: Housseine Essaheb
    • Date: Jun 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Captive Evaluation in Reserve Mechanical

    Captive Evaluation in Reserve Mechanical Provides an overview of the case “Reserve Mechanical” 6442484794 10/01/2018 05:00:00 ...

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    • Authors: Jean Baxley, Catherine Moore
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • From the Chair

    From the Chair The Chairperson addresses the readers. 6442484796 10/01/2018 05:00:00 ...

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    • Authors: Housseine Essaheb
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • A Practical Approach to an Enhanced Premium Persistency Assumption

    A Practical Approach to an Enhanced Premium Persistency Assumption The authors explore a new approach to the premium persistency assumption in universal life products.

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    • Authors: Nick Komissarov, Ying Zhao
    • Date: Apr 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Modeling Platform
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life; Modeling & Statistical Methods>Deterministic models
  • Have You Recently Considered Reviewing Your Marketing Mix? The UL Story

    Have You Recently Considered Reviewing Your Marketing Mix? The UL Story In this article, the author discusses Universal Life and product mix strategy for Latin America. Global markets;Marketing ...

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    • Authors: Jose Luis Berrios-Martin
    • Date: Dec 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: International News
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • AAA—Illustrations Work Group

    AAA—Illustrations Work Group Discussion of American Academy of Actuaries Illustrations Work Group. This article deals specifically with the issue of using mortality improvement assumptions in ...

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    • Authors: Michael Taht
    • Date: Jul 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • UL Secondary Guarantee –A Rebirth of Fixed Life?

    UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees and how they are similar to and different from traditional life insurance products. Discussion ...

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    • Authors: David Simbro
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Non-forfeiture benefits; Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Universal Life With Secondary Guarantees: Stochastic Pricing Analysis

    Universal Life With Secondary Guarantees: Stochastic Pricing Analysis This article is based on an excerpt from a Milliman Research Report on universal life insurance with secondary guarantees, ...

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    • Authors: Robert Stone, Andrew Steenman
    • Date: Feb 2012
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Modeling & Statistical Methods>Stochastic models
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