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A Brief Look at the Phase 1 Survey Results from the SOA/RGA Post-Level Term Research Project
A Brief Look at the Phase 1 Survey Results from the SOA/RGA Post-Level Term Research Project Discusses Phase 1 survey results from the SOA/RGA post-level term research project. Antiselection; ...- Authors: Timothy Rozar, Scott Rushing
- Date: Jun 2010
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Term life
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2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...- Authors: Jeffrey Hartman
- Date: Sep 2018
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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They Go Bump in the Night: Life Insurance Policies and the Law of Material Change
They Go Bump in the Night: Life Insurance Policies and the Law of Material Change The different broad purposes served by the material change concept under federal tax law are outlined. More ...- Authors: John Adney, Craig R Springfield
- Date: May 2012
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Effective decision-making
- Publication Name: Taxing Times
- Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Policyholder behavior - Life Insurance
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Changing the Status Quo Bias
Changing the Status Quo Bias Applying behavioral-science and shared-value principles to insurance is a win-win proposition for both insurers and clients. Behavioral economics;Policyholder ...- Authors: Francois Millard, Daniel Kotzen, Jos Maroba
- Date: May 2018
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Publication Name: News Direct
- Topics: Economics>Behavioral economics; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
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Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
Policyholder Behavior in the Tail Joint Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results Results of the PBITT Working Group annual VA Survey.- Authors: Jason Tucker Hartman
- Date: Jan 2018
- Competency: External Forces & Industry Knowledge
- Topics: Life Insurance>Policyholder behavior - Life Insurance
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2012 AAT Survey Results
2012 AAT Survey Results Survey of appointed actuaries about asset adequacy testing techniques currently being used in 2012. Cash flow testing 4294993415 11/30/2012 12:00:00 AM ...- Authors: Society of Actuaries
- Date: Nov 2012
- Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments>Asset liability management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
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Session 159: Implementation of In-Force Management Programs
Session 159: Implementation of In-Force Management Programs Over the last few years, many direct companies have started inforce management programs and are now navigating what actions can be ...- Authors: Dustin Baran-Plotkin, Joshua Dobiac, Nathan Hardiman
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Actuarial Profession>Best practices; Life Insurance; Life Insurance>Policyholder behavior - Life Insurance
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2017 Universal Life with Secondary Guarantees Survey Summary
2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...- 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
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CIA and SOA Partnering to Conduct Relevant Research for Canadians
CIA and SOA Partnering to Conduct Relevant Research for Canadians The Canadian Institute of Actuaries (CIA) and the SOA are collaborating on certain types of research projects as part of a bigger ...- Authors: Emilie Bouchard, David Dickson, C. Genno
- Date: Jun 2014
- Competency: Professional Values>Practice expertise; Relationship Management>Relationships and trust
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Life Insurance>Policyholder behavior - Life Insurance
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Minimal Policyholder Behavior Format
Minimal Policyholder Behavior Format Instructions for contributing policyholder behavior data to the 2005-2007 experience study Policyholder behavior;Secondary guarantees; 6969 5/1/2006 12:00:00 ...- Authors: Application Administrator
- Date: May 2006
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Life Insurance>Policyholder behavior - Life Insurance