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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 ...

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    • 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
  • Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees

    Jumping Through the Hoops ofXXX to Minimize Reserves on ULSecondary Guarantees Jumping Through the Hoops of XXX to Minimize Reserves on UL Secondary Guarantees by Jason A. Jump from Product ...

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    • Authors: Jason A Jump
    • Date: Aug 2000
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Introduction to Private Placement VUL

    Introduction to Private Placement VUL Introduction to Private Placement VUL Marketing and distribution;Product development;Variable universal life=VUL; 10457 11/01/2002 06:00:00 ...

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    • Authors: Daniel Theodore
    • Date: Nov 2002
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • Impact of VM-20 on Product Development

    Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
  • Universal Life and Indexed UL Current Trends and Reactions

    Universal Life and Indexed UL Current Trends and Reactions Article includes a summary of Milliman's 10th annual survey of leading UL and IUL industry competitors. Product and actuarial issues ...

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    • Authors: Susan Saip
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Universal life
  • 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 ...

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    • 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
  • Expected Returns on Indexed Credits

    Expected Returns on Indexed Credits Proposes alternatives for estimating the long term interest returns in Indexed Universal Life products. Defends expected return of 20%-45% on hedge budgets.

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    • Authors: Gary Hatfield
    • Date: Aug 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risks & Rewards
    • Topics: Actuarial Profession>Professional associations; Finance & Investments>Derivatives; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Universal life
  • The Universal Life Insurance Policy

    The Universal Life Insurance Policy The purpose of this paper is not to present a revolutionary new concept, instead, it is to reexamine a familiar concept in the light of new market ...

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    • Authors: James C H Anderson
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Universal life
  • From the Chair

    From the Chair The Chairperson addresses the readers. Taxes;Universal Life;Life Insurance;Product Administration 6442483919 06/01/2018 05:00:00 ...

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    • Authors: Housseine Essaheb
    • Date: Jun 2018
    • Competency: Communication>Written communication; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
  • Captive Evaluation in Reserve Mechanical

    Captive Evaluation in Reserve Mechanical Provides an overview of the case “Reserve Mechanical” 6442484794 10/01/2018 05:00:00 ...

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    • Authors: Jean Baxley, Catherine Moore
    • Date: Oct 2018
    • Competency: Communication>Written communication
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Universal life
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