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  • 2001 CSO Adopted!—What Now?
    2001 CSO Adopted!—What Now? This past December the NAIC adopted the 2001 CSO mortality table. Now things will get interesting as the states consider when they will adopt the table Life reserves; ...

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    • Authors: Mark C Rowley
    • Date: May 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Regulatory Issues for Small Insurance Companies
    Regulatory Issues for Small Insurance Companies This was a review of a June 4, 2013 SOA webinar. Jerry Enoch was the moderator. Presenters were Mark Birdsall, Mike Boerner, and Perry Kupferman, ...

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    • Authors: A Hemphill, Jerry Enoch
    • Date: Sep 2013
    • Competency: Communication>Oral communication; Communication>Written communication
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; 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
  • Approach in Drafting a Unified Valuation Law - Issues without End
    Approach in Drafting a Unified Valuation Law - Issues without End This article explains the work of the NAIC Life and Health Actuarial Task Force to draft a new standard valuation law from ...

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    • Authors: Norman E Hill
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Section 7 Update
    Section 7 Update Status of state passage of the new Actuarial Opinion and Memorandum regulation and its effect on Section 7 opinions. Life valuation;National Association of Insurance ...

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    • Authors: Mark C Rowley
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • 2001 CSO and The Small Company—More Effort Than You Might Think
    2001 CSO and The Small Company—More Effort Than You Might Think The new 2001 CSO regulation requires the filing of an asset adequacy opinion when the table is utilized - which can be a ...

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    • Authors: Michael Taht
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Principle-Based Approach – Still A Work in Process
    Principle-Based Approach – Still A Work in Process This 2008 article discusses the current status of the statutory principle-based approach PBA to reserves and capital, including risk based ...

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    • Authors: Norman E Hill
    • Date: Jun 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Reinsurance Under PBR: An Update on the Treatment of Risk Transfer
    Reinsurance Under PBR: An Update on the Treatment of Risk Transfer This article discusses the current status, including differing views, on the treatment of risk transfer in reinsurance ...

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    • Authors: Sheldon Summers
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting; Reinsurance>Reserving - Reinsurance
  • Regulatory Update for 2013
    Regulatory Update for 2013 The article summarizes recent regulatory discussions of interest to small insurance companies, primarily related to issues discussed at the NAIC. AOM;PBR;Statutory ...

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    • Authors: Norman E Hill
    • Date: Mar 2014
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
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