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  • Adventures in 2008 Cash Flow Testing
    Adventures in 2008 Cash Flow Testing This article provides some insights into the creativity employed in cash flow testing to help ensure the sound survival of small companies that have limited ...

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    • Authors: Sharon Giffen, Donald Walker
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • Does It Seem to You that Valuation Mortality Tables Don’t Last as Long Anymore?
    Does It Seem to You that Valuation Mortality Tables Don’t Last as Long Anymore? This is an article about the new 2001 CSO Valuation Mortality Table for new product development. From Small Talk ...

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    • Authors: Roger Annin
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • A Discussion Of Negative Reserves
    A Discussion Of Negative Reserves This article discusses the calculation of mean reserves in certain cases where terminal reserves are negative and proposes a minimum reserve formula which ...

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    • Authors: Donald B Warren
    • Date: Oct 1968
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance
  • Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
    Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives Discusses Aug. 23, 2007, meetings in Salt Lake City, Utah, about principles-based ...

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    • Authors: Mark Birdsall
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Regulatory Update
    Regulatory Update Summary of NAIC's Winter National Meeting Appointed Actuary;Standard Valuation Law;Statutory accounting;Statutory codification;Statutory reserves 6442475468 3/1/2017 ...

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    • Authors: Karen Rudolph
    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: In The Public Interest
    • Topics: Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Forecasting; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • PBA Corner
    PBA Corner Feature article discussing the Life Actuarial Task Force (LATF) recent exposure of the National Association of Insurance Commissioners’ (NAIC) Valuation Manual. ;; Financial reporting; ...

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    • Authors: Karen Rudolph
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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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
  • Defining the Details: Intricacies of PBR Disclosures
    Defining the Details: Intricacies of PBR Disclosures This article summarizes VM-31 updates to the 2018 and 2019 Valuation Manuals, and considerations for PBR Reports based on findings from the ...

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    • Authors: Benjamin Slutsker, Rachel Hemphill, Hugues Fontaine
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX
    Regulators Respond to Industry “Innovation” Through Guideline AXXX A review of Actuarial Guideline AXXX Life reserves;Universal life; 9133 9/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy