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  • 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
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    like policies in the mortality segment. c. The company experience mortality rates shall not be ... lower than the mortality rates the company expects to emerge, which the company can justify and which ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    experience from other sources in setting a company’s mortality experience assumption: b. Company experience ... company experience for books of business within the mortality segment. ii. Experience from other books of ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • MaD-Sponsored Meeting Sessions
    MaD-Sponsored Meeting Sessions MaD is sponsoring sessions covering a wide variety ... agent-driven policyholder behaviors. At the 2013 Life & Annuity Symposium MaD sponsored the following meeting sessions: ...
    • Authors: Society of Actuaries
    • Date: May 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional development
  • Pension and Social Security Actuaries Meet in Edinburgh
    daykinactuary.co.uk. I N T E R N AT I O N A L N E W S Pension and Social Security Actuaries Meet in Edinburgh ... contribution pensions. Several ses- sions dealt with mortality and demographic is- sues, in particular the challenges ...

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    • Authors: Christopher David Daykin
    • Date: Jan 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise
    • Publication Name: International News
    • Topics: Actuarial Profession>Professional development; Pensions & Retirement
  • Long-Term Care Modeling, Part 3: Model Validation
    Long-Term Care Modeling, Part 3: Model Validation In this article, we will describe EY’s five-pillar ... Validation In this article, we will describe EY’s five-pillar approach that balances practicality with ...

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    • Authors: Jeremy Levitt, Lo Linda Chow, Yuan Yuan, Laura Knab
    • Date: Nov 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: The Modeling Platform
    • Topics: Long-term Care>Long-term care insurance
  • "Ready for Action"
    "Ready for Action" This article encourages the reader to visit the LTC Section's ... encourages the reader to visit the LTC Section's webpage for current information about the section ...

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    • Authors: Robert Hanes
    • Date: Aug 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • NewsDirect Iss 67
    NewsDirect Iss 67 The September 2013 issue of the SOA Marketing and Distribution Section’s newsletter, ... issue of the SOA Marketing and Distribution Section’s newsletter, NewsDirect Marketing and distribution ...

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    • Authors: Society of Actuaries
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Leadership>Thought leadership; Professional Values>Practice expertise; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional development
  • Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR
    discussing such issues as levels of aggrega- tion for mortality experience, the various requirements related ... compare to actual historical experience. 3. Mortality assumptions: The report requires a detailed expla- ...

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    • Authors: Gaurav Rastogi
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice; Life Insurance>Reserves - Life Insurance
  • Mitigating Volatility of Retiree Health Valuation Results
    example of the impact of weighting. The included Table A shows these comparisons. For simplicity, trending ... offset by it being a superior indicator. TABLE A Standard Deviation of the Change in Initial Per ...

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    • Authors: Jeffrey Petertil, Justin Petertil
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Economics>Financial economics; Finance & Investments>Economic value; Health & Disability>Health insurance; Modeling & Statistical Methods>Deterministic models; Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Retiree medical