Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Mortality Anti-Selection - Different Versions of Dukes/MacDonald

    Mortality Anti-Selection - Different Versions of Dukes/MacDonald Article on mortality anti-selection - different versions of the Dukes/MacDonald approach to measuring mortality anti-selection ...

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    • Authors: Douglas Doll
    • Date: Jul 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life
  • X-Rated Reserves: AXXX and XXX

    X-Rated Reserves: AXXX and XXX Discusses the federal income tax aspects of reserves for term and secondary-guarantee UL, as regulated by XXX and AXXX. Secondary guarantees;Taxes=Taxation;Term ...

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    • Authors: Christian J DesRochers
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Secondary guarantees; Life Insurance>Term life
  • Covering the Bases

    Covering the Bases This article compares earnings emergence under five popular world-wide accounting bases for two insurance products, term life and fixed deferred annuity. earnings emergence; ...

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    • Authors: R Thomas Herget
    • Date: Sep 2015
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life
  • Quo Vadis Reinsurance

    Quo Vadis Reinsurance Read the Quo Vadis Reinsurance. Future of reinsurance 1/10/2020 12:00:00 AM ...

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    • Authors: Dirk Nieder
    • Date: Jan 2020
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Claims - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Life Insurance>Guaranteed issue
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective

    Alternative XXX Model Regulations from a Federal Income Tax Perspective This article discusses the the 1998 alternartive XXX model regulations and the potential tax impact on the definition of ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • Evolving Life Reinsurance Market Keeps Focus on Stability

    Evolving Life Reinsurance Market Keeps Focus on Stability Feature article discussing that as financial markets have rumbled and cession rates have fallen, life reinsurers have been focused on ...

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    • Authors: Meg Green
    • Date: Jul 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Term life; Reinsurance>Life reinsurance
  • Impact of VM-20 on Life Insurance Product Development—Phase 2

    Impact of VM-20 on Life Insurance Product Development—Phase 2 Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product ...

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    • Authors: Paul Fedchak, Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Return of Premium Term

    Return of Premium Term This article presents the benefits of return of premium term riders. Assumptions;Life reserves;Premiums;Term life=Annual renewable term=Yearly renewable term=YRT; 10491 7/1 ...

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    • Authors: Keith Dall
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Term life
  • Return Of Premium Term—Implications of a New Actuarial Guideline

    Return Of Premium Term—Implications of a New Actuarial Guideline Discussion of an Actuarial Guideline dealing with the regulation of minimum cash values for return of premium term, a new product ...

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    • Authors: Dominique Lebel
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Term life; Public Policy
  • Results of The 2019 SOA Life Reinsurance Survey

    Results of The 2019 SOA Life Reinsurance Survey Latest outlook on the market size and recent trends associated with the U.S. and Canada Life Reinsurance markets. The SOA Life Reinsurance Survey ...

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    • Authors: Anthony Ferraro, Joseph M Lario FSA,MAAA (Joe)
    • Date: Jul 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Term life; Life Insurance>Group plans - Life Insurance; Life Insurance>Whole life; Reinsurance; Reinsurance>Life reinsurance