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  • VM-31 - Modifications and findings for 2020 PBR reports
    article summarizes the key changes to VM-31 requirements in the 2020 version of the Valuation Manual for ... and compares and contrasts the requirements for each. In addition, the article offers insights into ...

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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
  • Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG-38 and VM-20 - 2019
    set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 ... or the 2015 Valuation Basic table for AG-38 purposes. The Mortality Improvement subgroup of the American ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance
  • IRS Chief Counsel Advice Addresses Interest Rate Election for Life Insurance Reserves
    Reserves Discusses the CCA 201939003 and the conclusions that were made and the impacts it has on a taxpayer's ... taxpayer's ability to make an election for determining the interest rate used to compute tax-deductible life ...

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    • Authors: Brien Alvino, Mark Smith
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Designing and Pricing LTCI CombinationProducts
    Long-Term Care News December 2004 – Number 13 The insurance industry is increasingly offer-ing combination ... designs, and that may allow the industry to access a broader range of the population. An April 2004 Milliman ...

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    • Authors: Carl Friedrich
    • Date: Dec 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Long-Term Care News
    • Topics: Experience Studies & Data>Morbidity; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Reserves - Life Insurance; Long-term Care
  • Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2019
    set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 ... 2008 Valuation Basic table or the 2015 Valuation Basic table for AG-38 purposes. 9/25/2019 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Reserves - Life Insurance