Policies

Equity Indexed Products (p77) – Ron Panneton (National Association of Insurance and Financial Advisors—NAIFA) said this discussion reminded him of a similar discussion the Life Disclosure Working Group had on equity indexed products. In response to that problem, a checklist was created to help regulators to become convinced that people are adequately prepared to describe…

Traditional Life Insurance Abstract: Traditional life and health products have long been regarded as non-interest sensitive. Pricing has often been done with only a single interest scenario projection. 2007 0913 – SOA / Milliman – Interest Rate Hedging on Traditional Life and Health – A Research Project with the Society of Actuaries – 39p Summary: The…

Private Placement PPLI – Private Placement Life Insurance Private Placement Bonds 1997 – SOA – 1986-92 Credit Risk Loss Experience Study: Private Placement Bonds, Society of Actuaries – 104p 2006 – SOA – 1986-2002 Credit Risk Loss Experience Study: Private Placement Bonds, by the Private Placement Committee, Society of Actuaries – 289p

PPLI – Private Placement Life Insurance 2022 0921 – Letter – GOV (Senate) – Ron Wyden (D-OR) Continues Investigation Into Private Placement Life Insurance Schemes – [link] 2022 0921 – Letter- GOV (Senate-Ron Wyden (D-OR) to Prudential Life – re Private Placement Life Insurance (PPLI) – 4p

Dissimilar Plans 1988-2, NAIC Proceedings AAA – Report of the Committee on Life Insurance of the American Academy of Actuaries on the NAIC Life Insurance Yield Comparison Index N. Dissimilar Plans It is a well known caveat that dissimilar plans should not be compared by using the typical cost comparison indices, e.g. IAC or Interest Adjusted…

Coupon Policies The other approach to building your own sales force, in contrast to this full-scale approach, would be the specialized approach. This could be specializing either by product line or by geographical area. By product line, we mean basically what we all have called “special policies.” Here you can teach the newly recruited man…

Special Policies 1953 – SOA – Agency Problems–Resulting From Special Policies, Society of Actuaries – 3p