8I-U

Marketing


Book:Life and Health Marketing (LOMA) - Chapter 3 - REGULATION OF LIFE AND HEALTH INSURANCE MARKETING
Book:Life and Health Marketing (LOMA) - Chapter 5 - PLANNING MARKETING GOALS AND STRATEGIES
Book:Life and Health Marketing (LOMA) - Chapter 6 - ORGANIZING, IMPLEMENTING AND CONTROLLING MARKETING ACTIVITIES
Book:Life and Health Marketing (LOMA) - Chapter 7 - MARKET SEGMENTATION AND TARGET MARKETING
Book:Life and Health Marketing (LOMA) - Chapter 15 - DISTRIBUTION CHANNELS
Book:Marketing for Actuaries (LIMRA) - Chapter I - INTRODUCTION
Book:Marketing for Actuaries (LIMRA) - Chapter II - MARKETING MANAGEMENT OBJECTIVES AND STRATEGIES
Book:Marketing for Actuaries (LIMRA) - Chapter III - MARKET RESEARCH
Book:Marketing for Actuaries (LIMRA) - Chapter IV - TRADITIONAL DISTRIBUTION SYSTEMS
Book:Marketing for Actuaries (LIMRA) - Chapter V - NONTRADITIONAL AND EMERGING DISTRIBUTION SYSTEMS
Book:Marketing for Actuaries (LIMRA) - Chapter VI - MARKETING AND PRICING
Book:Marketing for Actuaries (LIMRA) - Chapter VII - ILLUSTRATION AND DISCLOSURE
Book:Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX I - MATHEMATICS OF COST COMPARISON APPROACHES
Book:Marketing for Actuaries (LIMRA) - Chapter VII - APPENDIX II - NAIC LIFE INS ILLUSTRATINOS MODEL REGULATION
Book:Study Notes and Published References - Note CIA Education Note - INSURANCE AND ANNUITY ILLUSTRATIONS

Pricing


Book:Life Insurance Products and Financing (Atkinson/Dallas) - Chapter 11 - PROFIT MEASUREMENT AND ANALYSIS
Book:Life Insurance Products and Financing (Atkinson/Dallas) - Chapter 14 - FINANCIAL MODELING
Book:Life Insurance Products and Financing (Atkinson/Dallas) - Chapter 15 - STOCHASTIC MODELING
Book:Life Insurance Products and Financing (Atkinson/Dallas) - Chapter 16 - FINANCIAL MANAGEMENT
Book:Life and Health Marketing (LOMA) - Chapter 12 - PRICING: A MARKETING PERSPECTIVE
Book:Study Notes and Published Refences - Note TSA XXXIX - PRICING IN A RETURN-ON-EQUITY ENVIRONMENT
Book:Study Notes and Published Refences - Note SN8I-200-00 - EXPERIENCE ASSUMPTIONS FOR INDIVIDUAL LIFE INS AND ANNUITIES
Book:Study Notes and Published Refences - Note SN 8I-201-00 - GROSS PREMIUMS FOR DISABILITY WAIVER BENEFITS
Book:Study Notes and Published Refences - Note SN 8I-202-00 - VARIABLE ANNUITY MINIMUM DEATH BENEFITS - A MONTE CARLO PRICING APPROACH
Book:Study Notes and Published Refences - Note SN 8I-204-01 - REPORT OF THE SOA TASKFORCE ON PREFERRED U/W

Valuation and Financial Statements


Book:Valuation of Life Insurance Liabilities - Chapter 1 - TYPES OF VALUATIONS AND BASIC REQUIREMENTS
Book:Valuation of Life Insurance Liabilities - Chapter 2 - RESERVE METHODOLOGIES AND BASES
Book:Valuation of Life Insurance Liabilities - Chapter 3 - TYPES OF RESERVE FACTORS
Book:Valuation of Life Insurance Liabilities - Chapter 4 - VALUATION OF INTEREST SENSITIVE LIFE PRODUCTS
Book:Valuation of Life Insurance Liabilities - Chapter 5 - VALUATION OF ANNUITIES
Book:Valuation of Life Insurance Liabilities - Chapter 6 - VALUATION OF VARIABLE PRODUCTS
Book:Valuation of Life Insurance Liabilities - Chapter 7 - MISCELLANEOUS RESERVES
Book:Valuation of Life Insurance Liabilities - Chapter 8 - CASH FLOW TESTING
Book:U.S. GAAP - Chapter 3 - EXPENSES AND CAPITALIZATION
Book:U.S. GAAP - Chapter 4 - TRADITIONAL LIFE INSURANCE (SFAS 60 AND SFAS 97)
Book:U.S. GAAP - Chapter 5 - TRAD LIFE (SFAS 120)
Book:U.S. GAAP - Chapter 6 - UNIVERSAL LIFE INSURANCE
Book:U.S. GAAP - Chapter 7 - DEFERRED ANNUITIES
Book:U.S. GAAP - Chapter 8 - VARIABLE AND EQUITY-BASED PRODUCTS
Book:U.S. GAAP - Chapter 9 - ANNUITIES IN PAYMENT STATUS
Book:Study Notes and Published Refences - Note SN 8I-309-01 - MANAGEMENT REPORTS AND REPORTS TO REGULATORY BODIES
Book:Study Notes and Published Refences - Note TSA XXXVIII - STRATEGIC MANAGEMENT OF LIFE INS CO SURPLUS
Book:Study Notes and Published Refences - Note SN 81-303 - ACTUARIAL REVIEW OF RESERVES AND OTHER A.S. LIABILITIES
Book:Study Notes and Published Refences - Note SN 8I-304-00 - VALUE BASED FINANCIAL MEASUREMENT
Book:Study Notes and Published Refences - Note 8I-306-00 - CASH FLOW ANALYSIS TECHNIQUES
Book:Study Notes and Published Refences - Note SN 8I-308-00 - REGULATORS' PERSPECTIVE ON ACTUARIAL OPINIONS AND VALUATIONS
Book:Study Notes and Published Refences - Note SN 8IU-310-04 - VALN OF LIVING AND DEATH BENEFIT GUARANTEES FOR VARIABLE ANNUITIES

Product Development


Book:Life and Health Marketing (LOMA) - Chapter 11 - PRODUCT DEVELOPMENT
Book:Reinsurance - Tiller and Tiller - Chapter 4 - TRADITIONAL REINSURANCE
Book:Reinsurance - Tiller and Tiller - Chapter 5 - FINANCIAL REINSURANCE
Book:Study Notes and Published References - Note ASP 1 - REDETERMINATION OF NON-GUARANTEED CHARGES AND/OR BENEFITS FOR LIFE INS AND ANNUITY CONSIDERATIONS
Book:Study Notes and Published References - Note CIA Recommendations - DIVIDEND DETERMINATION AND ILLUSTRATION
Book:Study Notes and Published References - Note SN 8I-100-00 - PRODUCT DEVELOPMENT TRENDS
Book:Study Notes and Published References - Note SN 81-101-00 - LIFE INSURANCE AND ANNUITY NONFORFEITURE PRACTICES
Book:Study Notes and Published References - Note SN 81-102-00 - LIFE AND ANNUITY PRODUCTS AND FEATURES
Book:Study Notes and Published References - Note SN 8I-103-01 - POLICYHOLDER DIVIDENDS
Book:Study Notes and Published References - Note SN 81-104-03 - NAIC STANDARD NONFORFEITURE LAW FOR LIFE INSURANCE
Book:Study Notes and Published References - Note SN 8I-105-03 - NAIC UNIVERSAL LIFE INSURANCE MODEL REGULATION
Book:Study Notes and Published References - Note SN 8I-106-03 - NAIC STANDARD NONFORFIETURE LAW FOR INDIVIDUAL DEF ANNUITIES
Book:Study Notes and Published References - Note SN 8IU-107-04 - EQUITY INDEXED ANNUITIES: PRODUCT DESIGN AND PRICING CONSIDERATIONS
Book:Study Notes and Published References - Note PRODUCT MATTERS - REGULATORS RESPOND TO INDUSTRY INNOVATION THROUGH GUIDELINE AXXX
Book:Study Notes and Published References - Note PDNEWS - SEAC SECONDARY GUARANTEES DEBATE

Copyright © 2004 Steve Welander.
Permission is granted to copy, distribute and/or modify this document under the terms of the GNU Free Documentation License, Version 1.2 or any later version published by the Free Software Foundation; with no Invariant Sections, no Front-Cover Texts, and no Back-Cover Texts. A copy of the license is included in the section entitled 'GNU Free Documentation License'.