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  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures

    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy

  • Guidance Released on COLI Best Practice Rules

    Guidance Released on COLI Best Practice Rules A brief overview of the rules for corporate owned life insurance in section 101j and then summarizes the guidance contained in the IRS notice. Death ...

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    • Authors: Application Administrator, Bryan W Keene, Joel Winston Mann
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy

  • IRS Rules Lifecycle Funds Comply with Investor Control Doctrine

    IRS Rules Lifecycle Funds Comply with Investor Control Doctrine Discusses PLR 201105012, the investor control doctrine, and how the IRS concluded that shares of a Lifecycle Fund, available only ...

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    • Authors: Bryan W Keene
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Life Insurance

  • Product Actuaries—Watch out for Arbitrage

    Product Actuaries—Watch out for Arbitrage This article warns product actuaries about arbitrage schemes using charities that might adversely affect mortality experience. Arbitrage;Mortality ...

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    • Authors: Douglas Doll
    • Date: Nov 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Chairperson’s Corner PD Section Rings In The New Year

    Chairperson’s Corner PD Section Rings In The New Year New chairperson’s column discussing his goals for the Product Development Section. Life insurance; 10568 2/1/2010 12:00:00 AM ...

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    • Authors: John Currier
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Annuities; Life Insurance

  • Understanding the Product Development Process Overview

    Understanding the Product Development Process Overview Initiated by the Product Development Section, this report examines global product development (PD) practices of life insurance and annuity ...

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    • Authors: Donna Christine Megregian, Marianne C Purushotham, Elaine Tumicki, Hamza Shaiban, Kyle Nobbe, Farron Blanc, Leigh Allen
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance

  • Understanding the Product Development Process

    Understanding the Product Development Process Initiated by the Product Development Section, this report examines global product development (PD) practices of life insurance and annuity companies.

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    • Authors: Donna Christine Megregian, Marianne C Purushotham, Elaine Tumicki, Hamza Shaiban, Kyle Nobbe, Farron Blanc, Leigh Allen
    • Date: Apr 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance

  • U.S. Individual Life Persistency Update

    U.S. Individual Life Persistency Update This report examines lapse experience on individual life products for a variety of policy and product factors. The study can be used for industry ...

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    • Authors: Marianne C Purushotham
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance

  • Predictive Models on Conversion Studies for Level Premium Term Plans

    Predictive Models on Conversion Studies for Level Premium Term Plans This report explores conversion rates and post-conversion experience using predictive analytics. Term conversion experience; ...

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    • Authors: Qichun Xu, Minyu Cao, ANTHONY JAMES WOODS, Xiaochuan Li
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance

  • Report on 2014 VBT/2017 CSO Impact Study: Considerations for Life Insurance Products

    Report on 2014 VBT/2017 CSO Impact Study: Considerations for Life Insurance Products This is a report that provides an analysis using data submitted by participating companies evaluating the ...

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    • Authors: 0680 - Milliman Inc
    • Date: Jul 2015
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance
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