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  • Reinsurance Under PBR: An Update on the Treatment of Risk Transfer
    Under PBR: An Update on the Treatment of Risk Transfer This article discusses the current status, including ... differing views, on the treatment of risk transfer in reinsurance agreements under the principle-based ...

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    • Authors: Sheldon Summers
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting; Reinsurance>Reserving - Reinsurance
  • Nonforfeiture Law Developments
    actuaries on the current status of non-forfeiture law changes for life insurance. Panelists discuss the impact ... impact of these changes on product design, compensation, and other product features. Cash value;Life valuation;Product ...

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    • Authors: Frank P Dino, Thomas C Foley, Larry M Gorski, Craig R Raymond, Walter Rugland, Sheldon Summers, Robert E Wilcox, Darin Zimmerman
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Non-forfeiture benefits; Public Policy
  • Up-to-the-Minute News Flash on Regulatory Developments
    Up-to-the-Minute News Flash on Regulatory Developments Panelists at this session of the SOA 1998 Maui ... Meeting discuss the most current information on issues in the regulatory area that impact individual life ...

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    • Authors: Thomas C Foley, Donna Claire, Sheldon Summers
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance
  • The Valuation Actuary – 1991 Developments
    The Valuation Actuary – 1991 Developments Panelists discuss many developments over the year 1991 that ... that impact the valuation actuary. Session 1 of the 1991 Valuation Actuary Symposium. Financial reporting; ...

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    • Authors: Douglas Doll, Donna Claire, Steven A Smith, Sheldon Summers, William T Bryan
    • Date: Jan 1991
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Actuarial Opinion on Nonguaranteed Elements
    Actuarial Opinion on Nonguaranteed Elements Discusses status of compliance with NAIC Annual Statement ... requirement, survey of regulatory responses to interrogations, comments of the American Academy of Actuaries Task ...

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    • Authors: John K Booth, Walter N Miller, Eleanor S Hartley, Sheldon Summers, William T Tozer
    • Date: Jun 1988
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Regulatory Topics
    from the 1999 Valuation Actuary Symposium, held September 23-24 in Los Angeles. A panel of regulators ... share their perspectives on valuation actuary related issues, including the hot issues from a regulatory ...

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    • Authors: Kerry Krantz, Stephen K Neill, Donald M Pearsall, Sheldon Summers
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge
    • Topics: Public Policy
  • Statutory Reporting Current National Association of Insurance Commissioners Developments
    Association of Insurance Commissioners Developments From a session at a meeting of the Society of Actuaries ... a brief overview and status of a variety of recent National Association of Insurance Commissioners statutory ...

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    • Authors: Gregory L Fitzmaurice, Charles D Friedstat, John A Hartnedy, Donna Claire, Stephen K Neill, Roy C Olson, David Scherr, Sheldon Summers, Donald Golightly, Marsha Wallace
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • XXX Update
    This session examines how the revised version of the Valuation of Life Insurance Policies 'XXX' ... states for two years and provides updates on various aspects of XXX. Taxes=Taxation;Term life=Annual renewable ...

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    • Authors: Mark D Peavy, James Reiskytl, Sheldon Summers, Lloyd Spencer
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Regulation XXX Update
    This session at the SOA 2001 Annual Meeting presents issues with the implementation of Regulation XXX ... XXX including X-factor certification, development of an actuarial guideline for XXX, issues with certain ...

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    • Authors: Michael Eckman, Sheldon Summers, Douglas Robbins, Michael Smith
    • Date: Oct 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Health Section Session - Current Topics
    insurance issues such as the taxation of employer health benefits and the calculations of tax health reserves ... discussed is transplant coverages. From Record of the Society of Actuaries Vol. 11, No. 1 in San Francisco ...

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    • Authors: Spencer Koppel, Michael J Nohl, Francis T O'Grady, Carl F Ricciardelli, Sheldon Summers, Peter Thexton, Kurt K Von Schilling
    • Date: Apr 1985
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Health & Disability