Actuarial – Page 11

2010s – SOA – Society of Actuaries 2013 – SOA – A Qualitative History of Previous Challenging Environments for the Life Insurance Industry, By Evan Borisenko, Society of Actuaries – 4p 2013 – SOA – Life Insurance Regulatory Structures and Strategy: EU Compared with US – 92p 2014 – SOA – Modeling of Policyholder Behavior for Life…

2000s – SOA – Society of Actuaries soa.org/globalassets/assets/library/newsletters/taxing-times/2009/may/tax-2009-vol5-iss2-kelly.pdf Dinallo, CDS, New York 2003 – SOA – Do You Know How Much You’re Spending? The Hidden Costs of Product Complexity, Society of Actuaries – 19p “UL is a horror.” 2003 – SOA – Are We In A Different Market Paradigm?, Society of Actuaries – 7p 2005…

Society of Actuaries – 1970s 1971 – SOA – Mutual Life Insurance Companies — Their Objectives and Operating Philosophy, Society of Actuaries – 250p 1972 – SOA – Life Insurance and the Buyer, by Anna Rappaport, Society of Actuaries – 2p-Article 1973 – SOA – Choice and Justification of an Interest Rate, by Irwin T. Vanderhoof,…

1980s – SOA – Society of Actuaries Target Premium, Guideline Level Premium, Guideline Level Premium TEFRA, DEFRA, TAMRA ACLI – Tony Spano, WilliamTozer, Gary Hughes Actuaries – Chalke, Desrochers, Walter Miller GOV – Pete Stark Robert Beck (Prudential) Ardian Gill: I have a suggestion for Mr. Richards on his product and the scorekeeping of it.…

1990s – SOA – Society of Actuaries Illustrations, Assumptions, Non-guaranteed Elements Actuaries – Judy Faucett, Daphne Bartlett, Donna Claire, GOV – Metzenbaum 1990 – SOA – An Opportunity to Return to the Basics. — Will We Take It?, Society of Actuaries – 14p 1990 – SOA – Life Product Development Update (rsa90v16n36), Society of Actuaries -…

1999 – SOA – The Next Generation Universal Life – Society of Actuaries – 30p 1999 – SOA – The Next Generation Universal Life, Society of Actuaries — [BonkNote] — 30p Daniel F. Byrne, M Financial Group From a distribution perspective, I think one of the challenges that face us in UL is the servicing…

Tabular Cost of Insurance Tabular Cost of Insurance means the net single premium at the beginning of a policy year for one-year term insurance in the amount of the guaranteed death benefit in that policy year. ftp://www.ilga.gov/jcar/admincode/050/050014090000300R.html

Ratebook Universal Life is a ratebook and more, all by itself. If you say you have Universal Life, you in fact have more of a product than you probably have in your current portfolio at the present time. — Thomas F. Eason 1983 – SOA – Individual Life Insurance, Society of Actuaries – 22p Adjustable Life -…

Interest Adjusted Method IAM – Interest Adjusted Method Interest Adjusted Index C.L. TROWBRIDGE: My interest in this challenging subject goes back to my membership on the 1970 Joint Special Committee chaired by Jack Moorhead. This Committee proposed what was then known as the interest-adjusted method, which later became the basis of the NAIC approach now…

Cash Surrender Values My topic this morning is required cash surrender values for Universal Life products. A few of the questions I will address include: What is the status of NAIC activity in this area? What are the prospects of the NAIC adopting the current ACLI nonforfeiture proposal? As I personally do not believe that…