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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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Insights Into Life Principle-Based Reserves Implementation and Modeling Practices
Insights Into Life Principle-Based Reserves Implementation and Modeling Practices Mandatory implementation of life principle-based reserves (PBR) is just around the corner and there is no ...- Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Dylan Strother, Chris Whitney
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Modeling Platform
- 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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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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Insights Into Life PBR Emerging Practices
Insights Into Life PBR Emerging Practices Oliver Wyman surveyed the life insurance industry in 2Q 2018 on emerging life PBR practices. Key takeaways and a deeper dive on select practices are ...- Authors: Kevin Carr, Andrew Radel, Chris Whitney
- Date: May 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Reinsurance>Life reinsurance
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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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Income Volatility Under LDTI
Income Volatility Under LDTI This article is aimed to cover the following: 1) Provides an assessment of income volatility under Long Duration Targeted Improvements (LDTI) for several key types of ...- Authors: Bruce Rosner
- Date: Feb 2021
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
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Alternative XXX Model Regulations from a Federal Income Tax Perspective
Alternative XXX Model Regulations from a Federal Income Tax Perspective This article discusses the the 1998 alternartive XXX model regulations and the potential tax impact on the definition of ...- Authors: James Reiskytl
- Date: Dec 1998
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Small Talk
- Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
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Impact of VM-20 on Life Insurance Product Development—Phase 2
Impact of VM-20 on Life Insurance Product Development—Phase 2 Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product ...- Authors: Paul Fedchak, Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
- Date: Nov 2017
- Competency: External Forces & Industry Knowledge
- 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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Implementation and Modeling Emerging Practices for Life PBR
Implementation and Modeling Emerging Practices for Life PBR Mandatory implementation of life principle-based reserves (PBR) is just around the corner, and there is no shortage of work to do, as ...- Authors: Simon Gervais , Kevin Carr, Haley Christine Jeorgesen , Chris Whitney
- Date: Dec 2019
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: The Financial Reporter
- 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; Modeling & Statistical Methods
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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 The article summarizes results of a Milliman survey per the title. These products comprise about 40% of the ...- Authors: Carl Friedrich, Michelle Krysiak
- Date: Oct 2022
- Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
- 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>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting; Life Insurance>Simplified issue