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  • Solvency II and U.S. Equivalence
    the European Parliament for consideration. The primary purpose of Omnibus II is to strengthen the supervision ... 2013– 2015. The timing of these assessments is being care- fully coordinated with plans for a transitional ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • Solvency II and U.S. Equivalence
    the European Parliament for consideration. The primary purpose of Omnibus II is to strengthen the supervision ... 2013– 2015. The timing of these assessments is being care- fully coordinated with plans for a transitional ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Jun 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management
  • The Financial Reporter
    (typically explicit contract exchange programs). The primary issue addressed by the SOP is the treatment of ... interest or care?” I’m certainly not going to deliver these words with “little interest or care” and so my ...

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    • Authors: Richard H Browne, Michael F Davlin, John Morris, Raymond Ted Schlude, Donald W Wilson, Donald Solow, Darin Zimmerman, Patricia Matson
    • Date: Mar 2006
    • Publication Name: The Financial Reporter
  • U.S. GAAP Update
    probably the easiest implementation option for any direct writing company because at any time it's easy ... that if you do profits followed by losses on a direct basis, you have a reserve, and if you do it net ...

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    • Authors: Carol F Salomone, Darin Zimmerman, Patricia Matson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Reinsurance>Coinsurance
  • The Stepping Stone Newsletter, July 2004, Issue No. 15
    same thesaurus, to lead is to guide, show the way, direct, go in front, head or pilot. Actuarial leaders ... recruiters agree unanimously that their success depends direct- ly on finding and keeping employees who can do ...

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    • Authors: David S Duncan, Marcel M Gingras, John West Hadley, Daniel L Shinnick, David Miller, Sim Segal, Sudha Shenoy, Frank Grossman, Bob Morand, Patricia Matson, Timothy James Pratt, Lisa Bull, James A Blair
    • Date: Jul 2004
    • Publication Name: The Stepping Stone
  • Life & Annuity Case Study: Lincoln Memorial Life Ins.
    Relative to all life insurers, based on direct written premium and annuity consideration as of ... Memorial’s largest state was Missouri, based on 2007 direct premium, followed by Ohio and Iowa. The Company ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • 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
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Achieving Balance
    report out the door before 5 p.m. and make it to day care with a little extra time, I feel like I am succeed- ... succeed- ing. The days I drop my son off at day care even though he is sick because I have an important ...

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    • Authors: Patricia Matson
    • Date: Jul 2004
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Management skills
  • I don’t have to worry about “PBR” for health insurance
    Application of Asset Adequacy Testing to Long- Term Care Insurance Reserves (AG 51)” be incorporated and ... reserving standards for short- term and long- term care policies. Also, there are complexities that are ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • GAAP Reserves & Sales Inducements under SOP 03-
    suggest is that for the numerator you take your direct benefits, subtract from that your reinsurance premium ... relationship between reinsurance and the liability on direct contracts for these types of guarantees. Typically ...

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    • Authors: Robert Frasca, Darryl Wagner, Patricia Matson
    • Date: Oct 2004
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Friends Don't Let Friends Ignore Actuarial Standards of Practice
    Friends Don't Let Friends Ignore Actuarial Standards of Practice Article describes the importance ... most recently issued exposure, Medicaid Managed Care Capitation Rate Development and Certification, ...

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    • Authors: Patricia Matson
    • Date: Sep 2014
    • Competency: Professional Values>Ethical standards; Professional Values>Practice expertise
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession>Standards of practice