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  • Actuarial Opinion on Nonguaranteed Elements
    Actuarial Opinion on Nonguaranteed Elements Discusses status of compliance with NAIC Annual Statement Blank requirement, survey of regulatory responses to interrogations, comments of the American ...

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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
  • XXX Update
    XXX Update Presented at May 2002 Spring Meeting. This session examines how the revised version of the Valuation of Life Insurance Policies 'XXX' has been implemented in many states ...

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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
    Regulation XXX Update This session at the SOA 2001 Annual Meeting presents issues with the implementation of Regulation XXX including X-factor certification, development of an actuarial guideline ...

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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
    Health Section Session - Current Topics This session discussed health insurance issues such as the taxation of employer health benefits and the calculations of tax health reserves. Canadian ...

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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
  • Regulatory Topics
    Regulatory Topics This presentation is an open forum, session number 37OF, from the 1999 Valuation Actuary Symposium, held September 23-24 in Los Angeles. A panel of regulators share their ...

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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
  • 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 I Spring Meeting discuss the most current information on issues in the regulatory area that ...

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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 impact the valuation actuary. Session 1 of the 1991 Valuation Actuary Symposium. Financial ...

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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
  • Reinsurance Under PBR: An Update on the Treatment of Risk Transfer
    Reinsurance 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 ...

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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
    Nonforfeiture Law Developments Presented at October 1996 Annual Meeting. This session updates actuaries on the current status of non-forfeiture law changes for life insurance. Panelists ...

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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
  • Statutory Reporting Current National Association of Insurance Commissioners Developments
    Statutory Reporting Current National Association of Insurance Commissioners Developments From a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This ...

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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