Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • PBR Manual needs 42 states, but could be scuttled by 3
    direct premiums written on 2008 life statements, annuity and health statements and fraternal statements ... largest states in terms of direct premiums and annuity considerations, are strongly opposed to the implementation ...

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    • Date: Jan 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • GAAP Targeted Improvements—Retrospective Noise
    and after an assumption change. Adverse Early Mortality Experience In Chart 1, adverse experience begins ... matches the original assumption. The select mortality assumption is changed in year five. Prior to ...

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    • Authors: Steven Malerich
    • Date: Sep 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • A Means Of Comparing Unit Reserve On Different Valuation Bases
    between the two organizations, SOA staffed a round-table discussion of current research issues at ARIA’s ... compare different reserve bases. Formula B in Table 1 enables a dura- tion-by-duration comparison of ...

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    • Authors: Henry R Ramsey
    • Date: Sep 1988
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance
  • Credit Life and Disability Active Life Reserves
    Credit Life and Disability Active Life Reserves This article is the abstract from a paper ... previously been the norm. Since 1986, there have been mortality and morbidity stud- ies and regulatory changes ...

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    • Authors: Christopher Hause
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Health & Disability; Life Insurance>Reserves - Life Insurance
  • SOA/COVARA AIDS Task Force
    of Actuaries also is studying the issue. Few U.S. companies have increased prices or set aside extra ... should be guided by the certification required for U.S. life insurance actuaries that reserves held make ...

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    • Authors: David J Christianson
    • Date: Nov 1988
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Claims - Life Insurance
  • Universal Life Reserves - Should Long-Term Sufficiencies Offset Short-Term Deficiencies?
    causes are short-term guarantees of current mortality and interest credits, the grading off of surrender ... payment of persistency bonuses. e.g.. returning mortality charges at the end of a given policy year.

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    • Authors: Douglas Doll
    • Date: Nov 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life
  • Life Valuation and Nonforfeiture Maximum Rates May Drop in 2006!
    an effective date of January 2006. Shown below (Table 1)are current and alternative rates required as ... Rates May Drop in 2006! by Bradley D. Leonard Table 1 Guarantee Duration 2004 maximum valuation ...

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    • Authors: Bradley Leonard
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
  • Valuation Problems
    Valuation Problems This session at a 1962 SOA Regional Meeting is a discussion about ... became a closed file when we went to the '58 CSO table. The file is kept inactive until the quarterly statement ...

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    • Authors: Lee H Kemper, John M Loftis, Lawrence C Patz, Harwood Rosser, James G Bruce
    • Date: May 1962
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Reserves - Life Insurance
  • Digest of Smaller Company Forum - Valuation
    Digest of Smaller Company Forum - Valuation This is a discussion on valuation and examines small ... of the Commissioners Reserve Method on the CSO table it may find that the new reserves are inadequate ...

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    • Authors: William C Brown, Ernest J Moorhead, Herbert L Feay, E Forrest Estes, Aubrey White
    • Date: Jun 1950
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Reserves - Life Insurance
  • Where Have You Gone, Formula Reserves? Update on Principles-Based Reserves for Life Insurance
    Where Have You Gone, Formula Reserves? Update on Principles-Based Reserves for Life ... performance—for example, random fluc- tuations in lapse or mortality—will likely be handled non-stochastically, by ...

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    • Authors: Richard Daillak
    • Date: Aug 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance