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  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • 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 ...

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    • 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
  • Some Regulators Respond to Survey Regarding PBR
    Some Regulators Respond to Survey Regarding PBR Summarizes results of PBR survey of regulators by the Valuation Law and Manual Team, VLMT, of the Life Reserves Working Group, LRWG. Did not say ...

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    • Authors: Society of Actuaries
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • 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 ...

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    • 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
  • The Valuation Actuary – 1992 Developments
    The Valuation Actuary – 1992 Developments Panelists discuss many developments over the year 1992 that impact the valuation actuary. Session 1 of the 1992 Valuation Actuary Symposium. N/A; 18810 ...

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    • Authors: John S Bath, Application Administrator, J Duran, Marc Pitoniak
    • Date: Jan 1992
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting; Life Insurance>Reserves - Life Insurance; Reinsurance
  • Principles-Based Reserves for Credit Actuaries
    Principles-Based Reserves for Credit Actuaries The current drafts of the principle-based reserves PBR model law and accompanying regulations appear to include credit life insurance within the ...

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    • Authors: Christopher Hause
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Principles-Based Liabilities—Just When You Thought it Was Safe to Go into the Reserves
    Principles-Based Liabilities—Just When You Thought it Was Safe to Go into the Reserves This article is a follow-up article on the principles-based reserves PBR movement in the life and health ...

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    • Authors: Norman E Hill
    • Date: Oct 2006
    • Competency: Professional Values
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Section 807(f)-Tax Impact of Statutory Reserve Change
    Section 807(f)-Tax Impact of Statutory Reserve Change Interplay of §807(f) and the stat cap in §807(d) as there continues to be uncertainty as to whether a change to the stat reserve could ...

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    • Authors: Sheryl Flum, Elizabeth Petrie, Frederick Campbell-Mohn
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • 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 ...

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    • 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
  • 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 ...

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    • 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