Announcement: SOA releases passing candidate numbers for September 2024 Exam SRM.

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  • UL Secondary Guarantee –A Rebirth of Fixed Life?
    UL Secondary Guarantee –A Rebirth of Fixed Life? Discussion of UL products with secondary guarantees and how they are similar to and different from traditional life insurance products. Discussion ...

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    • Authors: David Simbro
    • Date: Nov 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits
  • 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 ...

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    • 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