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  • 2001 CSO Table—The Road to 2009
    2001 CSO Table—The Road to 2009 A discussion of the development, key elements, applications, and implementation ... implementation process of the 2001 CSO Tables for individual life insurance policies for computing minimum ...

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    • Authors: William Carroll
    • Date: Jul 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Statutory Valuation Interest Rates for Life Insurance and Annuity Products
    Statutory Valuation Interest Rates for Life Insurance and Annuity Products This article reports the ... the maximum statutory valuation and nonforfeiture interest rates for calendar year 2004 issues of life insurance ...

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    • Authors: David G Whittemore
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory ... Calculations This article reports the maximum statutory valuation and nonforfeiture interest rates for 1999 issues ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing
    sub-committee of the American Academy of Actuaries Life Valuation Committee, has developed a preliminary Principles ... insight into the potential changes that are on the table. Help companies prepare for industry-level field ...

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    • Authors: Zohair Motiwalla, Karthik Yadatore, Aatman Dattani
    • Date: Feb 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations
    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to ... 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table? In the ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Summary of June 2009 NAIC/LHATF Meeting
    pros and cons of going to a 2008 CSO mortality table versus some change to the interim solutions versus ... the SOA/AAA do work on developing a mortality table for this business. In the meantime, LHATF will ...

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    • Authors: Donna Claire
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • The New 2001 CSO: Implications for Universal Life Plans
    universal life plans, however, a lower statutory valuation standard can potentially limit the cost of insurance ... proposed valuation mortality rates based on proposed load- ings applied to the valuation basic table (VBT) ...

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    • Authors: Nancy Winings
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Summary of the September 2008 NAIC Meeting
    effective date. This work replaces the Krieger table. GRET: LHATF voted to accept the new GRET fac- ... LHATF meeting. Valuation Manual: There were brief updates on some of the valuation manual changes at ...

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    • Authors: Donna Claire
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Summary of the Life and Health Actuarial Task Force Meeting – September, 2003
    health? Life and annuity? Life only? Individual & group? Individual only? While not unanimous, the regulatory ... the use of a fixed multiple of the 1975-80 Basic Table to risk classes that, when combined, equate to the ...

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    • Authors: Larry M Gorski
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX
    Actuarial Guideline AXXX, The Application of the Valuation of Life Insurance Policies Model Regulation (AXXX) ... equal to the full level premium period and the valuation premiums should be level over that period. With ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance