Description: Provide high level summary of Indexed Variable Annuities.

Description: SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed distribution methods are now allowed. These changes should increase the availability and desirability by contract owners to choose a payout annuity compared to required minimum distributions. An insurer considering enhancing qualified annuitization offerings might follow the approach outlined to potentially increase qualified annuitization sales and assist contract owners in protecting their principal more directly than previously.

Description: In the June 2014 issue of Product Matters, Doug Robbins of Pacific Life authored a fascinating article entitled “Velocity of Diversification.” Therein, he proposed a pricing measure that describes the “…speed at which confidence in profitability is attained”. How can stochastic modeling of mortality be applied to analyze the velocity of diversification, and how would that measure be affected by volatility in the underlying assumptions?

Description: February 2016 issue of Product Matters!

Description: Hear from the chairperson on themes in the June 2017 issue of Product Matters published by the Product Development Section.

Description: This article summarizes key findings from an SOA research report conducted by Milliman on a wide range of living benefit riders with medically related triggers on life and annuity products. The SOA report includes a survey of direct writers, and interviews with many reinsurers. The article focuses on chronic illness accelerated benefit riders, long term care accelerated benefit riders, and the more comprehensive long term care linked benefit products that can pay out benefits that may be much higher than the underlying base plan values. Information on regulations governing these plans, mechanics of the products, sales, and pricing structures is included The intent is to enable the reader to appreciate the issues and opportunities related to these new, innovative designs that help address a range of consumer needs..

Description: Hear from the chairperson on themes in the February 2018 issue of Product Matters published by the Product Development Section.

Description: Hear from the chairperson on themes in the March 2017 issue of Product Matters published by the Product Development Section

Description: Hear from the chairperson on themes in the June 2018 issue of Product Matters published by the Product Development Section.

Description: Hear from the chairperson on themes in the October 2018 issue of Product Matters published by the Product Development Section.