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

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  • In the Beginning . . . A Column Devoted to Tax Basics How are Qualified Annuities Taxed?
    In the Beginning . . . A Column Devoted to Tax Basics How are Qualified Annuities Taxed? This article ... many kinds of plans and arrangements under which qualified annuities are issued, and the rules governing ...

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    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations
    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to adopt the model ... for the 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Demystifying Life Insurance Securitization: XXX and AXXX Securitization Issues and Considerations
    Demystifying Life Insurance Securitization: XXX and AXXX Securitization Issues and Considerations ... Securitization Issues and Considerations A discussion of life insurance securitizations and how they can be ...

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    • Authors: Steven Lash, Rebecca Wang
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • 2001 CSO and The Small Company—More Effort Than You Might Think
    and The Small Company—More Effort Than You Might Think The new 2001 CSO regulation requires the filing ... filing of an asset adequacy opinion when the table is utilized - which can be a significant issue for small ...

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    • Authors: Michael Taht
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • The New 2001 CSO: Implications for Universal Life Plans
    The New 2001 CSO: Implications for Universal Life Plans The New 2001 CSO: Implications for Universal ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC; 10450 1/1/2002 12:00:00 ...

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    • Authors: Nancy Winings
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • The Unified Valuation System: A Small Company Perspective
    The Unified Valuation System: A Small Company Perspective Discusses some of the new and different ideas ... ideas being considered by the Wilcox Committee that is working on the Unified Valuation System, UVS, especially ...

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    • Authors: James Thompson
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Investments
    Investments This discussion covered: 1. The extent to which companies' net earned interest ... low points from that of several years ago and 2. The NAICs' new method of dividing amortizable ...

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    • Authors: Society of Actuaries, Richard M Sellers, Dennis N Warters, Alfred N Guertin
    • Date: Jun 1954
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Finance & Investments>Investments; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    and Some Health Insurance Issues as of Dec. 21, 2012 An update on the principle-based reserves (PBR) process ... actuaries on how to prepare. National Association of Insurance Commissioners=NAIC; Principles-based reserves=PBR; ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Long-Term Care
    Long-Term Care Presented at September 1995 Valuation Actuary Symposium. This session talks about ... Actuary Symposium. This session talks about the Long-Term Care Insurance Valuation Task Force report ...

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    • Authors: Burton Jay, Bartley L Munson, James Robinson
    • Date: Sep 1995
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Financial Reporting & Accounting>Statutory accounting; Long-term Care>Long-term care insurance; Technology & Applications>Software
  • XXX Update
    This session examines how the revised version of the Valuation of Life Insurance Policies 'XXX' ... two years and provides updates on various aspects of XXX. Taxes=Taxation;Term life=Annual renewable term=Yearly ...

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    • Authors: Mark D Peavy, James Reiskytl, Sheldon Summers, Lloyd Spencer
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance