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

1 - 5 of 5 results (0.56 seconds)
Sort By:
  • Alert on New Valuation Rate Methodology for Payout Annuities
    Alert on New Valuation Rate Methodology for Payout Annuities Provide high level summary of changes to ... to Valuation Rates for Payout Annuities and similar contracts. Valuation Rates;Payout Annuities;VM-22 ...

    View Description

    • Authors: Paul Hance, Heather Gordon
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities
  • New SPIA Interest Rates in VM-22
    article is to outline the new requirements for valuation rates in VM-22, highlighting key differences and ... Annuities;Financial Reporting;Payout Annuities;Valuation Actuary 6442483496 6/1/2018 12:00:00 AM ...

    View Description

    • Authors: Paul Hance, Heather Gordon, Christopher Conrad
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World
    Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World Principle-based ... formulaic framework. These changes will require valuation actuaries to evolve their skill set by heightening ...

    View Description

    • Authors: Heather Gordon, Philip Rant, John Robinson, Chris Whitney
    • Date: Sep 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models
  • SPIA Interest Rates in VM- 22 for Stat Reserves
    SPIA Interest Rates in VM- 22 for Stat Reserves Provide high level summary of changes ... summary of changes to Valuation Rates for Payout Annuities and similar contracts. Valuation Rates;VM-22;Payout ...

    View Description

    • Authors: Paul Hance, Heather Gordon
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities
  • GAAP Accounting for FIAs When Living Benefits Are Present
    between SNFL and credited interest above SNFL. In Table 1, SNFL terms are 87.5 percent of premium growing ... growth rate and discount rate in this example. Table 1 Traditional FA Broken Down Into Elements Year ...

    View Description

    • Authors: Heather Gordon
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting