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  • Accountant/Tax Attorney Dialogue on the History and Purpose of Internal Revenue Code Section 811(a)
    Accountant/Tax Attorney Dialogue on the History and Purpose of Internal Revenue Code Section 811(a) ... discusses the history and purpose of section 811(a) and its historic role in the computation of life insurance ...

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    • Authors: Richard N Bush, Arthur Schneider, Mark Smith, Peter Winslow
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • The Actuarial Memorandum in Support of the Health Statement
    The Actuarial Memorandum in Support of the Health Statement Preparing an effective actuarial memorandum ... memorandum in support of the health actuarial opinion. Actuarial Opinion and Memorandum = AOM;Appointed Actuary;Actuarial ...

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    • Authors: Annette James, Nancy Hubler
    • Date: Oct 2018
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Health & Disability>Health insurance
  • Actuarial Opinions On Asset-Liability Matching
    Actuarial Opinions On Asset-Liability Matching Presented at October 1985 Annual Meeting. This ... about status of the revision of Recommendation 7, status of the Special Advisory Committee to the NAIC, principles ...

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    • Authors: Steven Lippai, R Stephen Radcliffe, Edward Silins, Stanley B Tulin
    • Date: Oct 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Role Of The Valuation Actuary In The United States, Canada , And The United Kingdom
    Role Of The Valuation Actuary In The United States, Canada , And The United Kingdom Presented at May ... Meeting. This session discussed: Overview of the valuation actuary's role, Product development ...

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    • Authors: Allan Affleck, John A Fibiger, T C Jenkins, Chester T Lewandowski, Horace W McCubbin
    • Date: May 1985
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • 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 ...

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    • 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
  • ACLI Update Column
    ACLI Update Column Update on accounting and capital/RBC issues subsequent to tax reform. Accounting ... standards;American Academy of Actuaries=AAA;Tax accounting;Taxes=Taxation;Risk-based capital=RBC;Capital ...

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    • Authors: Regina Y Rose, Mandana Parsazad, Paul S Graham, Pete Bautz
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Statements of Actuarial Opinion and the Valuation Actuary
    Statements of Actuarial Opinion and the Valuation Actuary Discusses the current status of the valuation ... historical development of the valuation actuary movement. From the 1987 Record of Society of Actuaries, Vol ...

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    • Authors: Carl D Anderson, Burton Jay, Michael E Mateja, I Edward Price, Ian M Rolland, Walter Rugland
    • Date: May 1987
    • Competency: Professional Values>Practice expertise
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • What you need to know about the 2013 IDI Valuation Table
    know about the 2013 IDI Valuation Table This article discusses many of the complexities of the new IDI ... IDI valuation table and how they might impact the implementation process. Disability insurance;Statutory ...

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    • Authors: Robert Beal
    • Date: Mar 2017
    • Competency: Professional Values>Practice expertise
    • Publication Name: In The Public Interest
    • Topics: Financial Reporting & Accounting>Statutory accounting; General Insurance (Property & Casualty)>Reserves - General Insurance; Health & Disability>Disability insurance; Health & Disability>Disability tables; Life Insurance>Reserves - Life Insurance
  • Advanced Regulatory Topics
    Topics Regulators share their perspective on a variety of issues including statutory reserve related ... related issues. From a session at the 2002 Valuation Actuary Symposium, held in Lake Buena Vista, Florida ...

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    • Authors: Karen Rudolph, Ernest Johnson, Kerry Krantz, Henry Siegel, Bruce D Sartain
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Topics: Actuarial Profession>Qualifications; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • 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