Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Applied Modeling Concepts
    Applied Modeling Concepts At this session 7OF of the 2004 Valuation Actuary Symposium ... Modeling Concepts At this session 7OF of the 2004 Valuation Actuary Symposium panelists discuss the conceptual ...

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    • Authors: David A Ricci, Stephen Strommen, Vincent Y Y Tsang, Benjamin J. Yahr
    • Date: Sep 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting; Modeling & Statistical Methods
  • Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits
    principle-based reserving (PBR) for FIA products: Table 1 GLWB Parameter Product 1: High- Value GLWB Product ... of the cash surrender value. While the above table may look benign at first blush, the potential excess ...

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    • Authors: Kush Kotecha, Benjamin J. Yahr, James Collingwood
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Guaranteed living benefits
  • The Interaction of Section 7702 and the Nonforfeiture Law - Trouble Ahead for Traditional Life Insurance
    While nonforfeiture interest is tied to the valuation rate, which in turn is based on Moody’s Corporate ... percent of a contract’s valuation rate (rounded to the near- est ¼ percent). The valuation rates (I) are in ...

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    • Authors: Christian J DesRochers, Benjamin J. Yahr
    • Date: Feb 2012
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Clarification of the September 2012 Financial Reporter Article Titled, "Statutory Reserving for Fixed Indexed Annuities with Guaranteed Lifetime Withdrawal Benefits”
    Clarification of the September 2012 Financial Reporter Article Titled, "Statutory Reserving ... and opinions expressed herein are those of the individual authors and are not necessarily those of the ...

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    • Authors: James Collingwood, Benjamin J. Yahr, Kush Kotecha
    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Reinsurance>Financial reporting for reinsurance; Reinsurance>Reserving - Reinsurance