Description: Questions and answers related to the implementation of the 2012 Individual Annuity Reserving Table, including a projection scale example.

Description: The Society’s Committee to Recommend a New Mortality Basis for Individual Annuity Valuation was formed in 1980 at NAIC request because the margins in the 1971 IAM Table had eroded. This article describes the development of the 1983 Table a and shows how well the 1973 Experience Table fits the underlying data.

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 article discusses many of the complexities of the new IDI valuation table and how they might impact the implementation process.

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.

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

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

Description: View this Spring 2017 exam introductory study note.

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