Interest – Page 2 – [BonkNote]

Best Interest Standards acli.com/Public-Policy/Best-Interest-Standard content.naic.org/cipr_topics/topic_annuity_suitability_best_interest_standard.htm 2018 – SOA – Changing the Retirement Advice Conversation, Society of Actuaries – 5p 2023 0520 – Letter – Barry Flagg / Veralytic to Finseca – 2p I regret to have to resign from Finseca … again, for the following reasons. California Best Interest Rule for insurance products (i.e., CA…

Interest Rate Risk – (C-3) C. L. Trowbridge coined the term C-3 risk to denote the risk of losses due to changes in interest rates. 1988 – SOA – Algorithms for Cash-Flow Matching, Society of Actuaries – 8p In many jurisdictions, insurance companies have expended significant efforts to understand the sensitivity of their investment portfolios…

Interest Sensitive Life Insurance 8. The growth of interest-sensitive insurance products, such as universal life, spurred by a period of high inflation and historically high interest rates. 1984-1, NAIC Proc. Other interest-sensitive policies include variable life, adjustable life and variable premium life. In variable life policies, the assets (typically equities) underlying the policies are held in…

Bulletin on Illustrated Interest Projections – NAIC Projected Interest Earnings Working Group – NAIC 1990-2 – Projected Interest Earnings Working Group April 1 7, 1990 Report (Attachment Three‐Bl) … 578 1991-1A – Bulletin on Illustrated Interest Projections Amended Exposure Draft (Attachment Eight-A) ………. 561 1994-1A, NAIC Proceedings – 7. Adopt Illustrated Interest Projections Bulletin Commissioner Mike…

Technical Advisory Committee on Dynamic Interest and Related Matters – NAIC The Technical Advisory Committee on Dynamic Interest and Related Matters was appointed by the former (C4) Technical Subcommittee in the spring of 1980

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…

Interest Rate Assumptions Grading Interest Rate Risk Low Interest Rate Environment New Money vs Portfolio Money Maybe he is not getting all the disclosure he needs, as far as the continuing benefit is concerned, when the interest rates change from that illustrated. The interest assumption is one that we really struggled with. — Gary P.…