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2017 Universal Life with Secondary Guarantees Survey
2017 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. 6442477448 07/13/2017 05:00:00 ...- Authors: Jeffrey Hartman
- Date: Jul 2017
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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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 ...- 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
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Insights in Life PBR Practices
Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...- Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life
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Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary ...- Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
- Date: Apr 2016
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...- Authors: Jeffrey Hartman
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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PBA Corner
PBA Corner The article discusses the developments thus far with the adoption of the NAIC Valuation Manual and what steps still lie ahead. It also discusses the NAIC Life Actuarial Task Force’s ...- Authors: Karen Rudolph
- Date: Jan 2013
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations
- Publication Name: The Financial Reporter
- Topics: Annuities>Reserves - Annuities; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary ...- Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
- Date: Mar 2013
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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UL Secondary Guarantee –A Rebirth of Fixed Life?
UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees and how they are similar to and different from traditional life insurance products. Discussion ...- Authors: David Simbro
- Date: Nov 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Product Matters!
- Topics: Life Insurance>Non-forfeiture benefits; Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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Universal Life With Secondary Guarantees: Stochastic Pricing Analysis
Universal Life With Secondary Guarantees: Stochastic Pricing Analysis This article is based on an excerpt from a Milliman Research Report on universal life insurance with secondary guarantees, ...- Authors: Robert Stone, Andrew Steenman
- Date: Feb 2012
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Secondary guarantees; Life Insurance>Universal life; Modeling & Statistical Methods>Stochastic models
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XYZ Addresses UL Nonforfeiture Values
XYZ Addresses UL Nonforfeiture Values This article discusses how the proposed actuarial guideline XYZ attempts to address secondary guarantees on minimum nonforfeiture values. Standard ...- Authors: James Van Elsen
- Date: Dec 2000
- Competency: External Forces & Industry Knowledge
- Publication Name: Small Talk
- Topics: Life Insurance>Non-forfeiture benefits; Life Insurance>Secondary guarantees; Life Insurance>Universal life