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  • Product Matters! Looks Back

    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance

  • 2023 Life Reinsurance Survey

    2023 Life Reinsurance Survey Summary of the results from the SOA Reinsurance Section's survey of individual and group life reinsurance business assumed in 2023. By Anthony Ferraro and Lloyd ...

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    • Authors: Lloyd Spencer, Anthony Ferraro
    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Reinsurance>Coinsurance; Reinsurance>Financial reinsurance; Reinsurance>Life reinsurance

  • Searching for Simplicity: Improving Customer Comprehension in Life Insurance Through Behavioral Science

    financial literacy, life insurance, life insurance marketing and research, marketing and distribution ...

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    • Authors: Rosmery Cruz
    • Date: Aug 2024
    • Competency: Results-Oriented Solutions
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance

  • T3: TAXING TIMES Tidbits

    The Tidbit discuss a Revenue Ruling IRS issued to update its position on sales of Life Insurance Contracts ...

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    • Authors: Mayowa Dauda, Mark Smith
    • Date: Nov 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance

  • Results of the 2022 SOA Reinsurance Section Life Reinsurance Survey—Reaching an Inflection Point for Future Surveys

    Results of the 2022 SOA Reinsurance Section Life Reinsurance Survey—Reaching an Inflection Point for Future Surveys The article summarizes the results of the 2022 U.S. and Canadian Life ...

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    • Authors: Anthony Ferraro, Lloyd Spencer
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Reinsurance

  • A Decade into Accelerated Underwriting: The New Normal for Advanced Risk Selection

    A Decade into Accelerated Underwriting: The New Normal for Advanced Risk Selection A high-level summary of the results of Munich Re's recent Accelerated Underwriting Survey life insurance, ...

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    • Authors: Lisa Seeman, David Goehrke
    • Date: Aug 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Underwriting - Life Insurance

  • A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects

    A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects Outlines a generic business model for a life insurance company and ...

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    • Authors: Narayan S Shankar
    • Date: Oct 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability; Life Insurance

  • Actuarial Guideline XLIX (AG49): Past, Present and Future

    Actuarial Guideline XLIX (AG49): Past, Present and Future Written in reaction to the AG49-A "quick-fix" passed, this article covers the history of IULillustration regulation. It begins by ...

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    • Authors: Richard John Hoffer, Alexander Tall, Kathryn van Ryn
    • Date: Jun 2023
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance

  • Sporting Chance: An Inside Look at the Challenges of Underwriting Athletes and Influencers

    Underwriting specialty risks in life insurance can be challenging, but due diligence is at the core of what allows us to make the best and most informed decision.

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    • Authors: Pamela Bergsten
    • Date: Apr 2025
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Underwriting - Life Insurance

  • A Horse of a Different Color

    A Horse of a Different Color This article offers an in-depth explanation of what life insurance is and how it is regulated. Definition of life insurance; A Horse of a Different Color by Tom Bakos ...

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    • Authors: Application Administrator
    • Date: Feb 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance
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