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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  • Death-Benefit-Focused UL

    Death-Benefit-Focused UL Discussion of growth in popularity of UL products designed to focus on the guarantee of death benefit protection rather than cash value accumulation and some of the ...

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    • Authors: Michael Joseph Burns
    • Date: Apr 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance

  • Guideline Premium Forceouts

    Guideline Premium Forceouts This article describes the potential effects of a Guideline Premium Forceout on the policy values and administration of Universal Life policies. Universal Life;Product ...

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    • Authors: Lawrence Hersh
    • Date: Feb 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

  • UL Benchmarking Survey

    UL Benchmarking Survey Milliman, Inc. recently conducted a comprehensive survey of leading UL insurers to discover current dynamics of the UL market. The scope of the survey included UL with ...

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    • Authors: Susan Saip
    • Date: Feb 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life

  • Current Dynamics of Universal Life and Indexed UL

    Current Dynamics of Universal Life and Indexed UL Universal Life/Indexed Universal Life trends based on the 6th annual Milliman survey of leading UL carriers. Reveals the current dynamics of the ...

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    • Authors: Susan Saip
    • Date: Oct 2013
    • Competency: Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life

  • From the Chair

    From the Chair The Chairperson addresses the readers. Life Insurance 6442480742 2/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Feb 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 10/1/2018 12:00:00 AM ...

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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 10/1/2018 12:00:00 AM ...

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    • Authors: Housseine Essaheb
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life

  • Impact of VM-20 on Product Development

    Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life

  • Universal Life and Indexed UL Current Trends and Reactions

    Universal Life and Indexed UL Current Trends and Reactions Article includes a summary of Milliman's 10th annual survey of leading UL and IUL industry competitors. Product and actuarial ...

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    • Authors: Susan Saip
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life

  • Introduction to Private Placement VUL

    Introduction to Private Placement VUL Introduction to Private Placement VUL Marketing and distribution;Product development;Variable universal life=VUL; 10457 11/1/2002 12:00:00 AM ...

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    • Authors: Daniel Theodore
    • Date: Nov 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
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