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  • Summary of March 2009 NAIC/LHATF Meeting
    Summary of March 2009 NAIC/LHATF Meeting discussion of March 2009 NAIC/LHATF meeting Life reserves;Mortality ... March 2009 NAIC/LHATF meeting Life reserves;Mortality assumption;Principles-based approach=PBA;Risk-based ...

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    • Authors: Donna Claire
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Making an Actuarial Opinion
    Making an Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles ... generators;Sensitivity testing;Credit risk;Interest rate risk;Mortality risk; 18735 1/1/1985 12:00:00 AM ...

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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
  • NAIC Impact Study Provides Early Look at Potential Impacts of New VM-20 Life Reserving Standard
    NAIC ... objectives and our observations are summarized in Table 1. (Right) WiLL RESERVES iNCREASE OR DE- CREASE ... level of the reserves under CONTINUED ON PAGE 12 TABLE 1 Selected NAIC Objectives for ...

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    • Authors: John Dieck, Todd Erkis
    • Date: Jun 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Life Insurance in Vietnam
    Year 30 Year MAY 2018 INTERNATIONAL NEWS | 19 Table 1 summarizes the impact of the most recent regulations ... be determined using the replaced regulation. Table 1 Impact of Reserve Regulation on Methodologies ...

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    • Authors: Albert Li
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Global Perspectives; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Development of New Valuation Law for Life Insurers
    Development of New Valuation Law for Life Insurers ... Reports on the Florida winter meeting of the NAIC’s Life and Health Actuarial Task Force, LHATF, regarding ...

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    • Authors: Walter Rugland
    • Date: Mar 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance
  • Actuary/Accountant/Tax Attorney Dialogue on Notice 2013-19 and the Statutory Reserves Cap
    STATUTORy RESERvES CAP By Edward Robbins, Mark S. Smith and Peter H. Winslow tax accounting. Ironically ... (NAIC) prescribed valuation methods, prevailing mortality tables, and the greater of tax-prescribed or ...

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    • Authors: Edward Robbins, Mark Smith, Peter Winslow
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Considerations for Indexed Universal Life under PBR
    which is believed to be an unintended result. In Table 1, a profit measure is presented for each scenario ... increased crediting rate seen after policy year 20. Table 1 Profit Measure Percentile of SR scenarios PV ...

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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
  • VM-20 Scenarios - An Observation
    the industry table for UL lapse rates6—these surrender rates are about 0.3 percent Table 1 Dec. 31, ... 13 90 18 11 13 13 12 9 9 100 11 8 8 10 9 5 7 Table 2 Dec. 31, 2024, Discount Factors Policy Year Percentile ...

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    • Authors: Timothy Cardinal
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Modeling Platform
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Modeling & Statistical Methods>Scenario generation
  • 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
  • Removal of Profit/Loss Separation Rule from Life/Nonlife Regulations Eliminates Tax Issue from SecuritizingTriple-X Business
    Removal of Profit/Loss Separation Rule from Life/Nonlife Regulations Eliminates ... course of business.” See, e.g., Deputy v. DuPont, 308 U.S. 488 (1940). 7) See also LTR 94-41-021 (same representation ...

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    • Authors: Michael A Bell
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy; Reinsurance>Life reinsurance