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  • PBR Simplified Methods Project

    PBR Simplified Methods Project Summary of the SOA research project on PBR Simplified Methods. Describes the multi-risk scenario generator, central estimate assumptions, assumption objectivity ...

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    • Authors: Mark Birdsall
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods>Conditional Tail Expectation; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Estimation methods; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite?

    Request to Change UL Death Benefit Option—Is It Appropriate to Underwrite? This article asks the question, Is It appropriate to underwrite changes to UL death benefit options? Death benefits; ...

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    • Authors: David Hippen
    • Date: Dec 1999
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • The End of A Tumultuous Year

    The End of A Tumultuous Year This article reviews the topics discussed at the December 2004 meeting of the Life and Health Actuarial task force. The covered topics include Actuarial Guideline 38 ...

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    • Authors: Larry M Gorski
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Variable annuities; Life Insurance>Universal life; Public Policy
  • Trends in the Universal Life and Indexed UL Market

    Trends in the Universal Life and Indexed UL Market This article provides a summary of the results from a recent Milliman survey. Survey results provide UL/IUL carriers with a benchmark to ...

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    • Authors: Susan Saip
    • Date: Oct 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Insights Into Life PBR Emerging Practices

    Insights Into Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry in 2Q 2018 on emerging life PBR practices. Key takeaways and a deeper dive on select practices are ...

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    • Authors: Kevin Carr, Andrew Radel, Chris Whitney
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
  • Universal Life and Indexed Universal Life Survey: Results

    Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL survey. Provides benchmarking for UL/IUL competitors relative to trends in the industry.

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    • Authors: Susan Saip
    • Date: Aug 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Accelerated underwriting; Life Insurance>Capital - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Simplified issue; Life Insurance>Underwriting - Life Insurance; Life Insurance>Universal life
  • With Age Comes Wisdom:Understanding Maturity Extension Rider

    With Age Comes Wisdom:Understanding Maturity Extension Rider This article examines potential impacts of old age mortality and how it affects maturity extension riders for universal life.

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    • Authors: Connie Cheng, Anji Li Zhao
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Re-Act: 2020 Canadian Reinsurance Conference (CRC)

    Re-Act: 2020 Canadian Reinsurance Conference (CRC) Description and welcome to the 2020 Canadian Reinsurance Conference including highlight of the key note speaker 01/10/2020 06:00:00 ...

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    • Authors: Amhlaoibh Lynch
    • 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>Accelerated underwriting; Life Insurance>Claims - Life Insurance; Life Insurance>Guaranteed issue; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Simplified issue; Life Insurance>Term life; Life Insurance>Underwriting - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance; Reinsurance>Financial reinsurance; Reinsurance>Financial reporting for reinsurance; Reinsurance>Life reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance; Reinsurance>Product development - Reinsurance
  • 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>Marketing and distribution - Life Insurance; Life Insurance>Universal life
  • Proposed Actuarial Guideline XYZ

    Proposed Actuarial Guideline XYZ This article discusses response of LHAFT to Proposed Actuarial Guideline XYZ Secondary guarantees; 11152 06/01/2002 05:00:00 ...

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    • Authors: Scott J Cipinko
    • Date: Jun 2002
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Universal life
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