Univoisal Life Insurance

  • 1982 - SOA - Programs to Conserve Traditional Life Insurance Policies, Society of Actuaries - 18p
    • George R. Dinney:
    • ....the Flexible Premium nonpar policy has already been challenged by regulatory authorities on the grounds that the difference between the guaranteed premium and the current experience premium is a policy dividend.

    • Let us agree on our terms.
    • What I mean by traditional life policies is the life insurance product stereotypes.
      • A stereotype policy is one which is indivisible and wholly defined, by its terms, at issue.
      • Under this heading I would include the American version of "Universal Life" - what I call Univoisal Life
    • Univoisal Life has a rigid design structure for ease of compliance with regulatory and tax standards.
    • On the other hand, "true Universal", based on my original formulation, is modular and completely flexible.

    • The replacement threat presented by Univoisal Life and, contrarily the value of Univoisal Life in defensive terms, can be measured by comparing the premiums for $100,000 of traditional whole life insurance, age 40, with premiums for the analogous Univoisal Life.
      • Traditional (average) - $16.50 M
      • Traditional (best) -15.50 M
      • Univoisal - 9.50 M

    • The Law of Requisite Variety appeals to conventional actuaries who devise complicated problems for which they develop equally complicated solutions.
    • The thesis is diametrically opposed to the concept of "universality", which aims at simplicity of both problem and solution.