(Papers) ACET Paper June 2015 "ST2 Life Insurance"

(Papers) ACET Paper June 2015 "ST2 Life Insurance"

Q.1

a) Define Profit Test and Return on Capital in the context of pricing an insurance contract for a proprietary company.
b) Describe how the objective of profitability may conflict with the marketability of an insurance product .
c) The marketing manager of your company has suggested launching a deferred annuity contract where the annuity benefit payable is linked to a published investment index. The annuity contract is paid for by a single premium. The company will take its margins for expenses and mortality during deferment in the rate it offers for conversion from the premiums to the initial level of annuity. On death during the deferment period the benefit will be the indexed value of the premium. Penalties may be imposed on withdrawals during the deferment period.

Outline the principal risks to the company on this contract.

Q.2

a) Define how the asset share of a with- profit insurance contract may be determined.
b) Explain how the asset share helps determination of reversionary and terminal bonus rates to policyholders under the additions to benefit method.

Q.3

a) Identify the principal types of data collected as part of the actuarial mana gement of a life office and the purposes for which they are used.
b) An insurance company proposes to add the following options to its term assurance contract:
i) An option to convert to a whole life or endowment contract any time during the term of the policy
ii) An option to renew the contract of assurance for a further period of years.
In each case no further medical evidence is obtained.
Comment on the additional risks for the insurance company in offering either of these options and how they might be managed.
c) Describe and explain option cost in the context of mortality options.
d) Identify and describe two methods of pricing mortality options generally.

Mention any advantages and disadvantages with each.

Q.4

a) Describe the basic methodology of actuarial modeling to project business performance and management of the supervisory solvency position of a proprietary insurer.
b) You have been asked to investigate the consequences of a proposed investment strategy on the company’s long term solvency position.

i) State with reasons whether you would use a deterministic or stochastic approach
ii) Describe how the results could be presented to the Directors, who are non-actuaries, in a way that they could understand.

Q.5

a) Describe the principal methods used by life insurance companies to recoup initial expenses under unit- linked contracts and the key risks to the company from each.
b) Explain what is meant by capital or initial units and how the method of actuarial funding might be used in conjunction with these units to reduce the new business strain under unit linked life insurance contracts.

Q.6

You are the actuary of an established insurer that writes mainly medium sized endowment policies in middle income markets. Your mortality experience is stable and broadly in line with best estimate assumptions. You have recently reviewed your reinsurance arrangements and are satisfied with the relatively high retention levels in place .

Your marketing director is now planning to target affluent sectors in urban areas and increase the emphasis on providing life insurance protection. He asserts that policies will be significantly larger and there will be shift in business towards whole of life. He further asserts that the more affluent lives will be in a better state of health generally and this fact, combined with the larger average premium per policy, means that existing underwriting practices can be simplified by reducing the number of questions on the application forms and increasing non medical limits.

a) Draft a short email response to the marketing director, indicating whether or not you, as the actuary, support his proposal generally and setting out your rationale.
(including 2 marks for drafting)
b) Explain the changes that might need to be made to your reinsurance arrangements.
c) Describe how you would judge whether reinsurance arrangements were optimal.
d) Describe how these proposals might affect the experience investigations in your Control Cycle.

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