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  • The Modeling Platform
    The Modeling Platform The April 2016 Issue of The Modeling Platform Financial accounting controls;Standards of practice;Operational risks;model validation;modeling efficiency;assumptions;ERM; ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Competencies; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models; Technology & Applications>Software
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Let's Talk - Discussion Is Needed On Actuarial Assumptions, Consistency
    Let's Talk - Discussion Is Needed On Actuarial Assumptions, Consistency This article discusses the need for more coordination and consistency in assumption setting between the pricing ...

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    • Authors: Rachel M Hancock
    • Date: Oct 1997
    • Competency: Communication; Professional Values>Practice expertise; Relationship Management
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Annuities>Pricing - Annuities; Financial Reporting & Accounting; Life Insurance>Pricing - Life Insurance; Modeling & Statistical Methods>Deterministic models
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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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
  • The Actuary Vol. 23, No. 3 August Zillmer, An Actuary With Less Reserve
    The Actuary Vol. 23, No. 3 August Zillmer, An Actuary With Less Reserve August Zilmer 1831-1893, a Prussian actuary best known for the development of preliminary term valuation, also made some ...

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    • Authors: William L Roach, Gunnar Alksnis
    • Date: Mar 1989
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Life Insurance>Reserves - Life Insurance
  • Policyholder Dividends and Nonguaranteed Elements in the US and Canada
    Policyholder Dividends and Nonguaranteed Elements in the US and Canada This literature guide provides a basic grounding in policyholder dividends and other nonguaranteed elements in individual ...

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    • Authors: Society of Actuaries
    • Date: Mar 1997
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Standards of practice; Annuities>Individual annuities; Life Insurance; Public Policy
  • Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR
    Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR Article discusses VM-31 requirements and actuarial report overview. Actuarial Standards ...

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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
  • SOA Section Research
    SOA Section Research This article describes how actuaries can get involved in section research including participation on a Project Oversight Group (POG). interpersonal skills;mortality risk; ...

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    • Authors: James Filmore
    • Date: Jun 2018
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • 2012 AAT Survey Results
    2012 AAT Survey Results Survey of appointed actuaries about asset adequacy testing techniques currently being used in 2012. Cash flow testing 4294993415 11/30/2012 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Nov 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • It's about Basis ... and Moore
    It's about Basis ... and Moore The article discusses court decisions on the tax basis and taxable gain in life insurance contracts. Individual life plans;Life insurance;Internal Revenue ...

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    • Authors: Bryan W Keene
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Life Insurance