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  • Implications of the New CSO Mortality Table
    Implications of the New CSO Mortality Table Presented at May 2002 Spring Meeting. Discusses the proposed new valuation table and how it affects future product development and design. Internal ...

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    • Authors: Michael Taht, Scott L Berlin, Andrew M Erman
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting
  • Valuation Reports for Regulators
    Valuation Reports for Regulators From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 Discussion of emerging practice and regulations of the NAIC and New York ...

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    • Authors: Donna Claire
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • A Time of Preparation
    A Time of Preparation Chairperson's Report- summarizing education and research activities for 2016 focusing on regulatory change including PBR and PBR;GAAP;IFRS;ERM;Financial Reporting ...

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    • Authors: Leonard Mangini
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting
  • 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
  • The Actuary Vol. 8, No. 8 Closing The GAAPs?
    The Actuary Vol. 8, No. 8 Closing The GAAPs? This Special Release of the Financial Planning and Control Division of the LOMA is a well-organized summary of the responses of 96 U.S. stock life ...

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    • Authors: Robert L Lindsay
    • Date: Oct 1974
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting
  • State Variations and Their Impacts on Valuation
    State Variations and Their Impacts on Valuation Presented at May 1996 Spring Meeting. Panelists discuss the impacts of preparing reserves and an Actuarial Opinion and Memorandum caused by ...

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    • Authors: R Thomas Herget, Kenneth Klinger, Lauren M Bloom, Robert Wilcox
    • Date: May 1996
    • Competency: Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • The Impact of Inflation on Insurance and Annuity Reserve Valuation: The C-3 Risk
    The Impact of Inflation on Insurance and Annuity Reserve Valuation: The C-3 Risk This panel discussed studies of the risk of loss due to changes in the interest rate environment. It addressed why ...

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    • Authors: John C Angle, Carl R Ohman, Walter Rugland, Charles L. Trowbridge
    • Date: Oct 1981
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments>Asset liability management; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Life Insurance Company Statutory Valuation
    Life Insurance Company Statutory Valuation 1987 Valuation Actuary Handbook: Chapter 1: Addresses life insurance company statutory reserve valuation. American Academy of Actuaries=AAA;Cash flow ...

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    • Authors: Society of Actuaries
    • Date: Jan 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • New AOMR Requirements - Burden or Opportunity?
    New AOMR Requirements - Burden or Opportunity? Presented at May 2002 Spring Meeting. Discusses recent changes in the Actuarial Opinion and Memorandum Regulation, the ways in which the new ...

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    • Authors: Michael C Batte, Norma Y Christopher, Keith Dall
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Cost of Implementing a Principle-Based Framework for Determining Reserves and Capital Survey Results
    Cost of Implementing a Principle-Based Framework for Determining Reserves and Capital Survey Results This is the final report of a survey of life insurance companies on the cost of implementing ...

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    • Authors: Gregory J Roemelt, Jason Kehrberg, Charles J Souza
    • Date: Apr 2010
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods