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Summary of the September 2008 NAIC Meeting
Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting held in September of 2008. Annuity reserves;International Accounting Standards=IAS;Principles-based approach=PBA; ...- Authors: Donna Claire
- Date: Feb 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Product Matters!
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Analysis of Proposed Principle-Based Approach
Analysis of Proposed Principle-Based Approach This report summarizes a research project examining the proposed principle-based framework for reserves and capital for life insurance. The report is ...- Authors: Karen Rudolph, Kenneth Joyce, William Sayre, Uri Sobel, Craig Roberts
- Date: Sep 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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PBA Corner
PBA Corner Feature article discussing the synergies between Principle Based Reserves and the NAIC’s Own Risk and Solvency Assessment (ORSA). Enterprise risk management;Statutory ...- Authors: Karen Rudolph
- Date: Jun 2013
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Annuities>Reserves - Annuities; Enterprise Risk Management; Financial Reporting & Accounting>Statutory accounting
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Session 58 - Setting Assumptions for Annuities under VM-21
Session 58 - Setting Assumptions for Annuities under VM-21 This session will cover assumption determination for annuities under VM-21 with emphasis on contract holder behavior assumptions, ...- Authors: Guillaume Briere-Giroux, Yuan Tao, Stephen Matthew Tizzoni FSA,MAAA
- Date: Sep 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Technology & Applications>Analytics and informatics
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Appointed Actuaries Survey Results: Part II What Practices Actuaries Followed For 1992 Reserves
Appointed Actuaries Survey Results: Part II What Practices Actuaries Followed For 1992 Reserves Summary of Part II of the survey of Appointed Actuaries, sponsored by the American Academy of ...- Authors: Donna Claire, Maria Thomson
- Date: Mar 1994
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: The Actuary Magazine
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance
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New SPIA Interest Rates in VM-22
New SPIA Interest Rates in VM-22 This article is to outline the new requirements for valuation rates in VM-22, highlighting key differences and example calculations to enhance understanding.- Authors: Paul Hance, Heather Gordon, Christopher Conrad
- Date: Jun 2018
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
- Publication Name: The Financial Reporter
- Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting
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The Valuation Actuary – 1991 Developments
The Valuation Actuary – 1991 Developments Panelists discuss many developments over the year 1991 that impact the valuation actuary. Session 1 of the 1991 Valuation Actuary Symposium. Financial ...- Authors: Douglas Doll, Donna Claire, Steven A Smith, Sheldon Summers, William T Bryan
- Date: Jan 1991
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Embedded Risk in Settlement Options on Older Life and Annuity Contracts
Embedded Risk in Settlement Options on Older Life and Annuity Contracts Embedded Risk in Settlement Options on Older Life and Annuity Contracts Annuity reserves;Annuity valuation;Deferred ...- Authors: John Ladley, Kenneth Beck
- Date: Nov 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: The Financial Reporter
- Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Committee Report of Advisory Subgroup I for Regulations on Actuarial Opinion and Memorandum in New York
Committee Report of Advisory Subgroup I for Regulations on Actuarial Opinion and Memorandum in New York This report, prepared by Advisory Subgroup I, was included as Appendix 3 of the 1987 ...- Authors: Donna Claire
- Date: Sep 1987
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
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The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change
The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change This article highlights features of the SOA's Regulatory Web Resource. The intent is to encourage greater use of ...- Authors: Robert Leach
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge; Professional Values
- Publication Name: The Financial Reporter
- Topics: Annuities>Reserves - Annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance