Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Surplus Standards - United States, Canada, United Kingdom
    Moderator: PAUL WINOKUR Panelists : ALLAN BRENDER RICHARD S. ROBERTSON RICHARD J. SQUIRES Recorder : MICHEL GIGUERE ... missioners (NAIC) Blanks Task Force in the United States (U.S.) is now considering new concepts, or reworded concepts ...

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    • Authors: Allan Brender, Richard S Robertson, Richard J Squires, Paul Winokur
    • Date: Jun 1985
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Making an Actuarial Opinion
    Making an Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles ... generators;Sensitivity testing;Credit risk;Interest rate risk;Mortality risk; 18735 1/1/1985 12:00:00 AM ...

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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
  • Accountant/Tax Attorney Dialogue on the History and Purpose of Internal Revenue Code Section 811(a)
    prescribed a tax method, interest rates and mortality tables, when applicable. But the committee reports ... prevailing interest rate, the prevailing mortality or morbidity table, as well as the elim- ination of any ...

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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
  • Actuarial Opinion on Nonguaranteed Elements
    SUIVlIVIERS WILLIAM T. TOZER Recorder: ELEANOR S. HARTLEY o Status of compliance with NAIC Annual ... between interest credits on the one hand and mortality and expense charges on the other. Some said there ...

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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
  • Life Insurance Company Statutory Valuation
    provision for all actuarial reserves and re lated s tatement i tems which ought to be est ablishe d ... adopted a requirement that the annual s tatement must contain the s tatement of a qualif ied actuary ...

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    • Authors: Society of Actuaries
    • Date: Jan 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • 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 ... discussed: Overview of the valuation actuary's role, Product development implications, Actuarial ...

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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
  • ACLI Update Column
    Mandana Parsazad and Regina Rose In late July, U.S. House Committee on Ways and Means Repub-lican leadership ... (ERISA) safe harbor to assist employers adding an annuity option to their retirement plan offerings; and ...

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    • Authors: Regina Y Rose
    • Date: Oct 2018
    • Competency: 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
  • Actuarial Opinions On Asset-Liability Matching
    OPINIONS ON ASSET-LIABILITY MATCHING Moderator: EDWARD S. SILINS Panelists: R. STEPHEN RADCLIFFE STANLEY B ... Practical aspects of asset-liability matching MR. EDWARD S. SILINS: In July 1985, the American Academy of Actuaries ...

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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
  • Considerations for Indexed Universal Life under PBR
    which is believed to be an unintended result. In Table 1, a profit measure is presented for each scenario ... increased crediting rate seen after policy year 20. Table 1 Profit Measure Percentile of SR scenarios PV ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Ask The Experts
    been calculated according to the appropriate mortality tables and interest rates. However, the company ... seen a period of time where, especially in the annuity market, we saw large blocks of business with ...

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    • Authors: Shane A Chalke, J Duran, Daniel J McCarthy, Karen MacDonald
    • Date: Sep 1995
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Financial Reporting & Accounting>Statutory accounting