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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  • RILA GLWB Designs and Market Risk Analysis

    RILA GLWB Designs and Market Risk Analysis An overview of guaranteed lifetime withdrawal benefits (GLWB) on registered index-linkedannuity (RILA) products and a stochastic analysis of market ...

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    • Authors: Matthew Kevin Heaphy, Nicholas Carbo, David J Elliott
    • Date: May 2023
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Guaranteed living benefits; Modeling & Statistical Methods; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
  • What is In-Force Management?

    What is In-Force Management? Feature article discussing management techniques of in-force business. 8/21/2019 12:00:00 AM ...

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    • Authors: Jennifer McGinnis
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession
  • AG 49(aka AG YY)

    AG 49(aka AG YY) AG 49 pertains to illustrated life insurance products with a crediting rate tied to an index. The guideline discusses the maximum illustrated credited rate and format changes to ...

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    • Authors: Donna Christine Megregian
    • Date: Oct 2015
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Product Matters

    Product Matters Read the July 2016 issue of Product Matters! Product development;Product administration = policy administration;Annuities;Life insurance 6442469780 7/1/2016 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Jul 2016
    • Competency: External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Underwriting Juveniles for Large Cases

    Underwriting Juveniles for Large Cases Life insurers offer Juvenile riders or low face amount whole life plans. The market is seeking multimillion dollar juvenile policies. What are the risks? ...

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    • Authors: Kristin Ringland
    • Date: Nov 2016
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • In The Middle - Role of a Reinsurance Intermediary

    In The Middle - Role of a Reinsurance Intermediary This article describes services of a reinsurance intermediary and the use of reinsurance to meet financial objectives. Reinsurance;Reinsurance ...

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    • Authors: Larry Stern
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise; Relationship Management>Relationships and trust; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Reinsurance
  • Recent Financial Market Innovations

    Recent Financial Market Innovations This article presents new funding instruments for equity-indexed life insurance and annuity products. Equity-indexed annuities;Investment strategy;Life ...

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    • Authors: Anson Glacy
    • Date: Jun 1998
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Finance & Investments>Investments
  • Revenue Procedure 99-27

    Revenue Procedure 99-27 The IRS released the details of a program to allow life insurers to correct inadvertent failures to comply with the modified endowment MEC rules under section 7702A of the ...

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    • Authors: Christian J DesRochers, Brian King
    • Date: Dec 1999
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX Article discusses provisions of Guideline AXXX National Association of Insurance Commissioners=NAIC; 10446 1/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Federal Tax Issues Under the 2001 CSO Mortality Tables

    Federal Tax Issues Under the 2001 CSO Mortality Tables Federal Tax Issues Under the 2001 CSO Mortality Tables Internal Revenue Service=IRS;Life reserves;Mortality rates=Mortality tables=Death ...

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    • Authors: Application Administrator, John J Spina
    • Date: Nov 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Tax accounting