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  • Lessons Learned from Legacy Blocks

    Lessons Learned from Legacy Blocks The author explores reasons why blocks of business may become legacy blocks and discusses ways to decrease the likelihood of legacy blocks in the future.

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    • Authors: Ronald Klein
    • Date: Aug 2013
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Product development - Life Insurance

  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR

    Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo products fit in the new statutory valuation framework? Valuation Manual;Principles-based ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance

  • Optimizing Risk Retention

    Optimizing Risk Retention A research paper that outlines a seamless method of deriving assumptions for modern reserving and solvency capital requirements from a company’s own data. modern ...

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    • Authors: Kai Kaufhold
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Reinsurance>Life reinsurance
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