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  • C3 Phase II – Practical Insights for this Year End
    C3 Phase II – Practical Insights for this Year End A discussion of the possible effort required and impacts resulting from the implementation of C3 Phase II for establishing risk-based capital ...

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    • Authors: Timothy J Ruark
    • Date: Dec 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models; Public Policy
  • ACLI Update Column
    ACLI Update Column After nearly a decade of work by ACLI and representatives of its member companies, the Society of Actuaries SOA, the American Academy of Actuaries Academy, and the NAIC’s Life ...

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    • Authors: Bill Elwell
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • The Application of the Commissioners Annuity Reserve Method to Fixed Single Premium Deferred Annuities
    The Application of the Commissioners Annuity Reserve Method to Fixed Single Premium Deferred Annuities Noting that the Commissioners Annuity Reserve Method has been adopted by almost all states ...

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    • Authors: Howard Blakeslee, Gregory J Carney, Richard L Marker, Douglas Menkes, Alfred Raws, Robert E Rich, Steven Sommer, David Jaffe
    • Date: Oct 1982
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting
  • Actuarial Guideline XXXIV
    Actuarial Guideline XXXIV Discusses how AG 34 provides a clarification of CARVM for variable annuities with MGDB’s. Annuity reserves;Annuity valuation;Financial reporting;Statutory accounting; ...

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    • Authors: Cherri R Divin
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting
  • The Unified Valuation System: A Small Company Perspective
    The Unified Valuation System: A Small Company Perspective Discusses some of the new and different ideas being considered by the Wilcox Committee that is working on the Unified Valuation System, ...

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    • Authors: James Thompson
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • ACLI Update Column
    ACLI Update Column Update from the ACLI about its continued contact with Treasury relating to AG VACARVM and Life PBR. Annuity reserves;Life reserves;Principles-based reserves=PBR;Variable ...

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    • Authors: Bill Elwell
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • ULSG AG38 Valuation Research Report
    ULSG AG38 Valuation Research Report Feature article discussing the results of a recent ULSG AG38 Valuation Research Report. Accounting standards;Financial reporting;Life reserves;Statutory ...

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    • Authors: Craig Roberts
    • Date: Jun 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing
    Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing This article analyzes, understands, and discusses the impact of the upcoming Principle-Based Reserving (PBR) on ...

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    • Authors: Zohair Motiwalla, Karthik Yadatore, Aatman Dattani
    • Date: Feb 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Summary of the September 2008 NAIC Meeting
    Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting held in September of 2008. Annuity reserves;International Accounting Standards=IAS;Principles-based approach=PBA; ...

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    • Authors: Donna Claire
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy