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Insights in Life PBR Practices
Insights in Life PBR Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no shortage of work to do, as most products have yet to be ...- Authors: Kevin Carr, Dylan Strother, Chris Whitney, Haley Christine Jeorgesen , Simon Gervais
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life
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AG 49(aka AG YY)
AG 49(aka AG YY) AG 49 pertains to illustrated life insurance products with a crediting rate tied to an index. The guideline discusses the maximum illustrated credited rate and format changes to ...- Authors: Donna Christine Megregian
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products
Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ...- Authors: Stuart Kwassman
- Date: Feb 2021
- Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
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Universal Life and Indexed Universal Life Survey: Results
Universal Life and Indexed Universal Life Survey: Results Key findings from Milliman's 2019/2020 UL/IUL survey. Provides benchmarking for UL/IUL competitors relative to trends in the industry.- Authors: Susan Saip
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey
Results of Universal Life, Indexed Universal Life, and Variable Universal Life Survey This article summarizes the findings of the 2020/2021 Milliman UL/IUL/VUL survey. The survey covers a range ...- Authors: Susan Saip
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Underwriting - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue
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Current Dynamics of Universal Life and Indexed UL
Current Dynamics of Universal Life and Indexed UL Universal Life/Indexed Universal Life trends based on the 6th annual Milliman survey of leading UL carriers. Reveals the current dynamics of the ...- Authors: Susan Saip
- Date: Oct 2013
- Competency: Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers
The Impact of AG 49 and AG 49-A on Indexed Universal Life Insurance Illustrations: Results from a Survey of 28 Insurers Summary of a survey conducted by Milliman of 28life insurers on the impact ...- Authors: Karthik Yadatore, Paul Fedchak, Patrick Ouyang
- Date: Oct 2022
- Competency: Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Public Policy
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Impact of VM-20 on Product Development
Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...- Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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Registered Indexed Variable Universal Life: Is RIVUL the Next Big Thing in Life Insurance Products?
Registered Indexed Variable Universal Life: Is RIVUL the Next Big Thing in Life Insurance Products? Discussion of a new product concept in life insurance: Registered Indexed Variable Universal ...- Authors: Nik Godon
- Date: Oct 2022
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
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What's Trending in the Universal Life Market? More of the Same
What's Trending in the Universal Life Market? More of the Same This article provides a summary of the key findings from Milliman's 8th annual survey of lading UL carriers. The survey ...- Authors: Susan Saip
- Date: Oct 2015
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life