Description: 1962 SOA Regional Meetings, Jacksonville and Chicago. This is a discussion about statutory reporting issues surrounding group term and group accident and health insurance. From Transactions of Society of Actuaries 1962, Vol. 14 Pt. 2.

Description: This panel at the 1982 Society of Actuaries Orlando Spring Meeting focus on the balancing act between growth and sufficient surplus from both a stock and mutual company perspective.

Description: This session from the 1983 SOA Hollywood, Florida Meeting reviews progress reports by the Committee on Valuation and Related Problems. It discusses statutory surplus, the contingency surplus needed for C-1, C-2, C-3 Risks, C-4 Risk and vitality surplus. From Record of Society of Actuaries, Vol. 9, No. 4.

Description: This paper, chapter VI of the 1987 Valuation Actuary Handbook, discusses a framework for the valuation of reserves and surplus in statutory financial statements, first providing a detailed section of definitions to clarify to clarify the terms used in the paper. The “new” environment of volatile interest rates is discussed, and the mathematics underlying ruin probabilities, and combinations of risks. Procedures for different products with different types of risks are discussed. Other topics include coordination of investment policy and product policy, aggregate reserves and surplus needed, use of simplifications, financial planning, and reinsurance.

Description: This is a discussion about the problem of overinsurance arising from duplication of coverage. From Transactions of Society of Actuaries 1963, Vol. 15 Pt. 2

Description: This discussion at the SOA 1966 Annual Meeting is about various aspects of group life and health insurance including disclosure forms, interest rates, group life maximums, disability insurance, and Medicare.

Description: This paper discusses the purpose and nature of the benefit ratio [otherwise known as active life] reserve in relation to the class of health insurance contracts to which it is intended to apply. From Transactions of Society of Actuaries 1988, Vol. 40, Pt. 1.

Description: This panel discussion presented at the April 1976 SOA meeting in Washington D.C. presents opinions and information related to investment policy in a changing economy.

Description: This 1978 session on Social Security Funding included discussion on 1. Major Amendments, 2. Financing condition of Social Security after amendments, 3. Benefit levels, and 4. Possible future legislation.

Description: This paper develops a dividend financial structure and a dividend formula based on the contribution principle in a complete expanded format. From Transactions of Society of Actuaries 1981, Vol. 33.