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Reserve Strengthening
Reserve Strengthening Discusses the reasons for changing emphasis on reserve strengthening programs and ... emphasize the reserve character of undistributed surplus. Interest rate risk;Longevity risk; 996 6/1/1952 ...- Authors: Society of Actuaries
- Date: Jun 1952
- Competency: External Forces & Industry Knowledge>Internal forces and business performance
- Publication Name: Transactions of the SOA
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Embedded Risk in Settlement Options on Older Life and Annuity Contracts
Embedded Risk in Settlement Options on Older Life and Annuity Contracts Embedded Risk in Settlement ... Settlement Options on Older Life and Annuity Contracts Annuity reserves;Annuity valuation;Deferred annuities;Discount ...- Authors: John Ladley, Kenneth Beck
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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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; ...- 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
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Making an Actuarial Opinion
Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles that should ... should be part of a life insurance valuation. Also discussion of emerging actuarial professional standards ...- Authors: Allan Affleck, Robert D Hogue
- Date: Jan 1985
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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ACLI Update
ACLI Update Changes to AG 43 and what that might mean for tax ... purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables) ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Summary of Current and Future Regulatory Requirements
Summary of Current and Future Regulatory Requirements From the 1986 Valuation Actuary Symposium, held ... October 1986 A summary of the history, current, and anticipated direction of future regulatory requirements ...- Authors: John K Booth, Robert M Hammond
- Date: Oct 1986
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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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 ... reports the maximum statutory valuation and nonforfeiture interest rates for 1999 issues of selected ...- 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
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Appointed Actuaries Survey Results: Part II What Practices Actuaries Followed For 1992 Reserves
Summary of Part II of the survey of Appointed Actuaries, sponsored by the American Academy of Actuaries ... Actuaries Committee on Life Insurance Financia1 Reporting and the Society of Actuaries Financial ...- Authors: Donna Claire, Maria Thomson
- Date: Mar 1994
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance
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Analysis of Proposed Principle-Based Approach
Analysis of Proposed Principle-Based Approach This report summarizes a research project examining the proposed ... and capital for life insurance. The report is a review and analysis of case studies submitted by participating ...- Authors: Karen Rudolph, Kenneth Joyce, William Sayre, Uri Sobel, Craig Roberts
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Current Statutory Reporting Topics for Life and Annuity Products
Products Panelists provide background and updates on a number of statutory issues relating to life and annuity ... implications of the movement to the 2001 CSO table. Changes to federal reporting requirements, through the Sarbanes-Oxley ...- Authors: Meredith Ratajczak, Harry R Shissler
- Date: Oct 2002
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance