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A Refreshed Look at Assumption Development
A Refreshed Look at Assumption Development Hot topics and emerging trends in assumption development in US life insurance companies Assumptions;Audits;Predictive modeling;PBR;Product development ...- Authors: Min Mercer, Michael Kwan Yu Chan
- Date: Jun 2015
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation
- Publication Name: Product Matters!
- Topics: Enterprise Risk Management>Governance; Experience Studies & Data; Financial Reporting & Accounting>Statutory accounting; Predictive Analytics
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International Experience Study Update
International Experience Study Update The SOA has developed a new “tool” using Microsoft Access/Excel for international actuaries to conduct mortality and persistency studies in conjunction with ...- Authors: William R Horbatt
- Date: Mar 2006
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Technology & Applications>Software
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SOA International Experience Survey—Embedded Value Financial Assumptions
SOA International Experience Survey—Embedded Value Financial Assumptions Article discusses the findings of the SOA International Experience Survey on embedded-value financial assumptions. It is ...- Authors: Charles Carroll, William R Horbatt, Dominique Lebel
- Date: Jun 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Global Perspectives
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SOA Accelerated Underwriting Practices Survey
SOA Accelerated Underwriting Practices Survey Milliman was engaged by the SOA to conduct two Accelerated Underwriting (AU) surveys, one of direct companies and another of reinsurers. The surveys ...- Authors: Allen Klein
- Date: May 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance
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Harnessing BI Tools for In-force Metrics and KPIs
Harnessing BI Tools for In-force Metrics and KPIs This article delves into the transformative realm of Business Intelligence (BI) tools. We explore the fundamental functionality and structure of ...- Date: Jan 2024
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Technology & Applications; Technology & Applications>Business intelligence
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SOA International Experience Survey – Embedded Value Financial Assumptions
SOA International Experience Survey – Embedded Value Financial Assumptions The purpose of this survey is to provide international actuaries with benchmark assumption data. Assumptions;Discount ...- Authors: Charles Carroll, William R Horbatt, Dominique Lebel
- Date: Feb 2011
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Global Perspectives
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End to End Assumption Documentation Practices
End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development and Governance Group, an informal discussion group consisting of nearly 200 interested actuaries ...- Authors: Hua Li, Alexander Zaidlin
- Date: Jul 2016
- Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Actuarial Profession>Best practices; Experience Studies & Data
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2001 Individual Life and Annuity Expense Study
2001 Individual Life and Annuity Expense Study A summary of the 2001 Individual Life and Annuity Expense Study Annuities;Life insurance;Life and annuity expenses; 10484 11/01/2003 06:00:00 ...- Authors: Sam Gutterman
- Date: Nov 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
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2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities
2002 Inter-Company Expense Study of U.S.Individual Life Insurance and Annuities Highlights from the 2002 Inter-Company Expense Study of U.S. Individual Life Insurance and Annuities. Acquisition ...- Authors: Sam Gutterman
- Date: Nov 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
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Lapse Experience Under Lapse-Supported Products
Lapse Experience Under Lapse-Supported Products Provides a review of the available lapse experience for lapse-supported Life and Long-Term Care products. Lapse rates=Lapses;Life ...- Authors: Dominique Lebel
- Date: Dec 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Experience Studies & Data; Life Insurance>Secondary guarantees; Long-term Care