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Section 807(f)-Tax Impact of Statutory Reserve Change
Section 807(f)-Tax Impact of Statutory Reserve Change Interplay of §807(f) and the stat cap in §807(d) ... change to the stat reserve could be subject to §807(f). 807(f) adjustments ;corrections of errors;changes ...- Authors: Sheryl Flum, Elizabeth Petrie, Frederick Campbell-Mohn
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Valuation and Nonforfeiture Developments
discussion focuses on valuation and nonforfeiture developments. Topics covered include purpose of Society's ... Society's Committee on Valuation and Related Problems, current valuation regulatory developments, industry ...- Authors: E Paul Barnhart, John K Booth, Waid J Davidson, Harold B Leff, Charles F B Richardson
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Public Policy
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 panel ... panel discussion focused on the implications of proposed revisions of the standard valuation and nonforfeiture ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Life and Annuity Valuation Issues
Issues This session at the 2004 Valuation Actuary Symposium provides an overview of statutory valuation ... valuation issues for life and annuity products including the Actuarial Opinion and Memorandum Regulation, variable ...- Authors: Thomas Campbell, Meredith Ratajczak, Kory Olsen
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Valuation and Nonforfeiture Developments
reports of The Society's Special Committees on Valuation and Non-forfeiture, report of The Special ... Special Committee on Valuation of Canadian Companies, and some reflections on valuation and related problems ...- Authors: Ardian Gill, Richard Humphrys, John C Maynard, Richard Minck
- Date: May 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
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Modeling: Basic Training
session on modeling assets and liabilities in the Valuation Actuary's work to comply with the Standard ... Comparisons of the methods discussed are occasionally made with the requirements of New York Regulation ...- Authors: Arnold Dicke, Meredith Ratajczak
- Date: Jan 1991
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Health & Disability>Health insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Stochastic models
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Life and Annuity Valuation Issues
Diego, CA. This session provided an overview of current statutory valuation issues pertaining to ... memorandum regulation amendments. 2. Progress on variable products reserving standards. 3. Regulation ...- Authors: Donna Claire, Meredith Ratajczak, Paul Skalecki
- Date: Sep 2003
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
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Z-Factor Analysis Under A Principles-Based Approach For U.S. Life Insurance Products
retained by the Society of Actuaries SOA to perform certain actuarial analyses with respect to the Z-Factor ... PBA, the Z-Factor is a measure of margin in excess of the best estimate assumptions embedded in the statutory ...- Authors: John Roeger, Yiping Yang
- Date: Oct 2007
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Life and Annuity Valuation Issues
surplus, equity-indexed annuities, the annuity mortality regulation, the model illustration regulation, and ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC;Variable annuities; ...- Authors: Stephen Preston, Edward Silins, Thaddeus W Trenton
- Date: Jan 1996
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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A Probabilistic Model for Life Contingencies and a Delta-Free Approach to Contingency Reserves
discusses some of the main principles of classical life contingencies generalized and formulated in the language ... language of probability theory and develops generalized and exponential reserves. From Transactions of Society ...- Authors: Gottfried O Berger, Hans U Gerber, Harry H Panjer
- Date: Oct 1976
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Actuarial Profession>Professional development; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance