Description: The Society of Actuaries Individual Disability Experience Committee has completed their study of claim termination experience for the period 2006-2014 and has produced a report that provide a practical set of changes to the claim termination rates (CTRs) of the 2013 Individual Disability Income Valuation Table to reflect key industry individual disability income (IDI) claim experience trends over this time period. The goal was to have the resulting 2006-2014 IDIET in a workable format to facilitate its implementation.

Description: View this Spring 2017 exam introductory study note.

Description: Syllabus for Fall 2013 Individual Life and Annuities, Life Finance and Valuation, U.S.

Description: View the spring 2014 Individual Life and Annuity Life Finance & Valuation syllabus.

Description: The Mortality Improvement subgroup of the American Academy of Actuaries’ Life Experience Committee and the Society of Actuaries’ Preferred Mortality Oversight Group Valuation Basic Table Team has released a recommendation for a set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic table for AG-38 purposes.

Description: This is an article that was written by the chairman of the committee that developed 1983 Table a, which NAIC has adopted for individual annuity valuation. This article compares the mortality rates in the 1983 Table a with those of two prior annuity tables.

Description: View the Spring 2021 Individual Life And Annuities Life Finance And Valuation, Canada Introductory Study Note.

Description: View the Fall 2017 Introductory Study Note for the Individual Life and Annuities - Life Finance and Valuation, Canada Exam.

Description: The purpose of this analysis is to provide a practical set of changes to the incidence rate modifiers of the 2013 Individual Disability Income Valuation Table to reflect recent industry individual disability income (IDI) claim experience trends from 2005 through 2015. The goal is to have resulting 2005-2015 experience-based incidence modifiers in a workable format to facilitate its use.

Description: The 1980 CSO Tables were developed by the Special Committee to Recommend New Mortality Tables for Valuation to replace the existing 1958 CSO Tables as the minimum standard for valuation. This paper presents the new tables and recommendations. From Transactions of Society of Actuaries 1981, Vol. 33.