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  • Chairperson's Corner
    Chairperson's Corner Perspectives on the Valuation Manual. Valuation actuary;Principles-based reserves=PBR;Life ... reserves=PBR;Life reserves;Life valuation;Statutory reserves;Annuity reserves;Annuity valuation 6442481736 3/1/2018 ...

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    • Authors: Robert Leach
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Governance of Principle-Based Reserves
    regulations and best practices for governance of PBR valuation processes, including standards, oversight, controls ... adhere to high standards of governance. The NAIC Valuation Manual (VM) recognizes the importance of governance ...

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    • Authors: Robert Leach
    • Date: Sep 2023
    • Competency: Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Public Policy; Public Policy
  • Chairperson's Corner
    Chairperson's Corner Overview of activities of the Financial Reporting Section. Valuation ... activities of the Financial Reporting Section. Valuation Actuary;Life Insurance;Annuities 6442480138 ...

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    • Authors: Robert Leach
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting
  • Chairperson’s Corner The Green Jacket and the Terminator
    Chairperson’s Corner The Green Jacket and the Terminator Retrospective on my three years as a member ... of the Financial Reporting Section Council. Valuation actuary;Principles-based reserves=PBR;Financial ...

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    • Authors: Robert Leach
    • Date: Sep 2018
    • Competency: Relationship Management>Team leadership
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Management skills
  • 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
  • Chairperson’s Corner What Have you Done for me (and you) Lately?
    FRSC currently consists of those listed in Table 1. Table 1 Current composition of FRSC Term Expiring ... Symposia—The executive committee overseeing this year’s Valuation Actuary Symposium consists of Katie Cantor, David ...

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    • Authors: Robert Leach
    • Date: Jun 2018
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Equity Products in Difficult Times
    Equity Products in Difficult Times Panelists discuss the challenges of managing the financial risks ... shortfall risk. Figure 4 shows the results in table form. We want to focus on the number of failing ...

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    • Authors: Robert Leach, Francis Sabatini, Noel Harewood
    • Date: Oct 2002
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Variable annuities