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  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012 An update on the principle-based reserves (PBR) process and possible valuation manual adoption, with recommendations ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • A Second Order SDE for the Force of Interest
    A Second Order SDE for the Force of Interest This is an abstract of the paper A Second Order SDE for the Force of Interest. In this paper, the author models the force of interest by a linear ...

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    • Authors: Gary Parker
    • Date: Jan 1995
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Actuarial Research Clearing House
    • Topics: Annuities>Pricing - Annuities
  • Research Activities in Non-Traditional Marketing
    Research Activities in Non-Traditional Marketing Research managers from prominent non-traditional marketing companies discuss: Structure and composition of research units, methods currently used ...

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    • Authors: Charles Coatsworth, G Mangum, David F Steppat, Charles Thalheimer, Jane E Black, Donald P Williamson
    • Date: Jan 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Policyholder Behavior in the Tail – UL with Secondary Guarantee Survey – 2008 Results
    Policyholder Behavior in the Tail – UL with Secondary Guarantee Survey – 2008 Results Results from the 2008 survey of the Policyholder Behavior in the Tail [PBITT] working group. The goal of the ...

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    • Authors: Society of Actuaries
    • Date: Nov 2008
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Annuities>Guaranteed living benefits
  • Making an Actuarial Opinion
    Making an Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles that should be part of a life insurance valuation. Also discussion of emerging ...

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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
  • Immediate Annuities-Product Development Considerations
    Immediate Annuities-Product Development Considerations This presentation is a concurrent session from the 1991 Meeting of the Society of Actuaries, held April 18-19 in New Orleans. The panelists ...

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    • Authors: Robert W Maull, Allan Ryan, John L Santoloci, Bryan Boudreau
    • Date: Apr 1991
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Payout annuities; Reinsurance
  • Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions
    Rev. Proc. 2006-13: Valuation ofDeferred Annuities in Roth IRAConversions Recent guidance in the form of Rev. Proc. 2006- 13 provides a general safe harbor for the fair market value of a ...

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    • Authors: Douglas N Hertz
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Annuities>Individual annuities; Pensions & Retirement; Public Policy
  • ACLI Update
    ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Changes to the Computation of Tax Reserves under P.L. 115-97
    Changes to the Computation of Tax Reserves under P.L. 115-97 The article describes changes to the computation of tax reserves as a result of the Tax Cuts and Jobs Act. Tax accounting;Taxation; ...

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    • Authors: Jeffrey Stabach, Kristin R Norberg
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; General Insurance (Property & Casualty)>Reserves - General Insurance; Life Insurance>Reserves - Life Insurance
  • Chairpersons Corner
    Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section in 2016. Annuities;Life Insurance 6442467182 3/1/2016 12:00:00 AM ...

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    • Authors: Ryan Stowe
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
    • Publication Name: Small Talk
    • Topics: Annuities; Life Insurance; Public Policy