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  • Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
    Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives ... for both reserves and risk-based capital, RBC. Principles-based approach=PBA;Risk-based capital=RBC; ...

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    • Authors: Mark Birdsall
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective
    discusses the the 1998 alternartive XXX model regulations and the potential tax impact on the definition ... definition of life insurance and on reserve deductions associated therewith. Insurance valuation tables;Secondary ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • Small Talk Issue 51
    Small Talk Issue 51 July 2019 issue of Small Talk by the Smaller Insurance Company Section. Practical ... Practical information for actuaries, trends that impact section, and section activities. Valuation actuary ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management; Results-Oriented Solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Life Insurance>Reserves - Life Insurance
  • More Regulation, More Uncertainty
    activity discussed at the Spring 2009 meetings of the N.A.I.C. and the National Council of Insurance Legislators ... swaps;National Association of Insurance Commissioners=NAIC;Principles-based reserves=PBR;Risk-based capital=RBC;Systemic ...

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    • Authors: Norman E Hill
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Compromise on Guideline XXX in Works
    Compromise on Guideline XXX in Works This article summarizes the activities of an industry group to ... develop alternatives to the impending XXX regulation. Five subcommittees will work on technical issues and ...

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    • Authors: James Van Elsen
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • Does It Seem to You that Valuation Mortality Tables Don’t Last as Long Anymore?
    Does It Seem to You that Valuation Mortality Tables Don’t Last as Long Anymore? This is an ... Last as Long Anymore? This is an article about the new 2001 CSO Valuation Mortality Table for new product ...

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    • Authors: Roger Annin
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • Actuarial Guideline 38 –Finally Arriving
    been one of the most discussed reserving changes in the past year. First proposed in late summer of 2004 ... reach consensus on this issue. The current draft is a compromise, sometimes referred to as the “CEO compromise” ...

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    • Authors: Daniel Winslow
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Principles Based Valuation—Should SmallCompanies Be Steamed by This Steamroller?
    This article discusses the reservations small companies may have about the Principles Based Valuation ... Valuation proposal. Instead of prescribed methods, assumptions, and tables for statutory reserves, they would ...

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    • Authors: Norman E Hill
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Retrospective X Factor Analysis: Is Your Company Ready?
    Retrospective X Factor Analysis: Is Your Company Ready? ... This article discusses the new valuation concepts under Regulation XXX and the practical issues that need ...

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    • Authors: Lloyd Spencer
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Changes in the Valuation Interest Rate
    Changes in the Valuation Interest Rate This article discusses the effects of a reduction in the life valuation ... valuation interest rate and the adoption of the 2001 CSO table. From Small Talk Newsletter, November 2005 ...

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    • Authors: Terry Long, Donna K Ferguson
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits