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  • VM-20 Game Changer: Mortality Aggregation
    VM-20 Game Changer: Mortality Aggregation The 2020 edition of the Valuation Manual permits ... Mortality Aggregation The 2020 edition of the Valuation Manual permits mortality data aggregation thereby ...

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    • Authors: Timothy Cardinal
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • PBA Corner
    PBA Corner Summarizes the efforts to complete the Valuation Manual by March 2010, for the NAIC's ... Corner Summarizes the efforts to complete the Valuation Manual by March 2010, for the NAIC's March ...

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    • Authors: Karen Rudolph
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • PBA Corner
    PBA Corner Update on State Adoption of SVL, NY Reg 147, 179, LICONY's response, ACLI small ... exemption proposal statutory reserves;statutory valuation;risk measure 6442457441 9/1/2014 12:00:00 AM ...

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    • Authors: Karen Rudolph
    • Date: Sep 2014
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Statutory Deferred Taxes
    Statutory Deferred Taxes Discussion of the establishment of deferred tax assets or liabilities ... liabilities under Statutory codification Asset valuation;Statutory accounting;Taxes=Taxation; 9185 5/1/2004 ...

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    • Authors: Edward Robbins
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • PBA Corner
    PBA Corner Summary of the NAIC and SOA's PBR Survey. Life insurance valuation;Mortality ... NAIC and SOA's PBR Survey. Life insurance valuation;Mortality study;Credibility theory;Reserves;Principle-based ...

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    • Authors: Karen Rudolph
    • Date: Mar 2017
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting
  • Update on Total Asset Requirements for Variable Products with Guarantees
    Update on Total Asset Requirements for Variable Products with Guarantees Update on Total ... products with guarantees Annuity reserves;Annuity valuation;Guaranteed minimum death benefits=GMDB;Risk-based ...

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    • Authors: James W Lamson, Max Rudolph
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Conditional Tail Expectation; Public Policy
  • VM-31 - Modifications and findings for 2020 PBR reports
    VM-31 requirements in the 2020 version of the Valuation Manual for both life and variable annuities, and ... actuary. Principles-based reserves=PBR, Statutory Valuation, Life Reserves, National Association of Insurance ...

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    • Authors: Angela McShane, Benjamin Slutsker, Rachel Hemphill
    • Date: Jul 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
  • The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change
    The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change This ... Principles-based approach=PBA;Principles-based reserves=PBR;Valuation actuary;Product development 6442476985 6/1/2017 ...

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    • Authors: Robert Leach
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Revisions to the Actuarial Opinion and MemorandumRegulation
    Revisions to the Actuarial Opinion and MemorandumRegulation Revisions to the Actuarial Opinion ... Reporter, December 2002, Issue No. 51. Asset valuation;National Association of Insurance Commissioners=NAIC; ...

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    • Authors: Keith Dall
    • Date: Dec 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Embedded Risk in Settlement Options on Older Life and Annuity Contracts
    Embedded Risk in Settlement Options on Older Life and Annuity Contracts Embedded ... and Annuity Contracts Annuity reserves;Annuity valuation;Deferred annuities;Discount rates=Interest rates;Generally ...

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    • Authors: John Ladley, Kenneth Beck
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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