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  • Annuities: Is Anyone Making Money?
    Annuities: Is Anyone Making Money? This session discussion is about annuities, surrender charges, ... and market value adjustments. From Record of the Society of Actuaries Vol. 15, No. 3B. Asset liability ...

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    • Authors: Patricia Guinn, John Hele, Donna Claire, Harry Ploss, Christine E Zuppas
    • Date: Oct 1989
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities
  • The Actuary Vol. 32, No. 10 Annual Treasurer's Report
    The Actuary Vol. 32, No. 10 Annual Treasurer's Report Article from The Actuary, December 1998 – ... 10 that provides a short summary on the SOA finances provided by the treasurer. 13396 12/1/1998 12:00:00 ...

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    • Authors: Donna Claire
    • Date: Dec 1998
    • Publication Name: The Actuary Magazine
  • Regulatory Expectations From Asset Adequacy Analysis
    Regulatory Expectations From Asset Adequacy Analysis Presented at September 1995 Valuation Actuary ... Regulators discuss their expectations from the Actuarial Report based upon asset adequacy analysis ...

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    • Authors: John F Gies, Larry M Gorski, Donna Claire
    • Date: Sep 1995
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting
  • Introduction and Overview
    Overview The focus of this session is to give you a survey of recent developments in the financial reporting ... Board=FASB;Health reserves;Life valuation;National Association of Insurance Commissioners=NAIC; 18294 9/1/1997 12:00:00 ...

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    • Authors: Charles D Friedstat, Donna Claire, Robert E Wilcox
    • Date: Sep 1997
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting
  • Summary of June 2009 NAIC/LHATF Meeting
    Summary of June 2009 NAIC/LHATF Meeting Discussion of events of a the June 2009 NAIC/LHATF meeting ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC;Principles-based ap ...

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    • Authors: Donna Claire
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Developing Confidence in Results of Multiscenario Testing
    Developing Confidence in Results of Multiscenario Testing Discusses multi-scenario [stochastic] cash-flow ... cash-flow testing for adequacy of reserves. Session 2 of the 1991 Valuation Actuary Symposium. Cash flow ...

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    • Authors: Jacqueline M Keating, Donna Claire, Gordon E Klein
    • Date: Jan 1991
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • NAIC Update – September 2009 Meeting
    NAIC Update – September 2009 Meeting Author reported on sessions she attended at September 2009 ... 2009 NAIC meeting, including much information on the Valuation Manual. Annuity valuation;Life valuation; ...

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    • Authors: Donna Claire
    • Date: Feb 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Public Policy
  • Equity-Indexed Annuities: Regulatory Issues
    Issues This session at the SOA 1998 Maui I Spring Meeting presents an overview of equity-indexed product ... testing;Derivatives;Marketing and distribution;National Association of Insurance Commissioners=NAIC;Nonforfeiture benef ...

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    • Authors: Errol Cramer, Donna Claire, Noel Abkemeier
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Equity-indexed annuities
  • Regulatory Expectations from Asset Adequacy Analysis
    A panel of actuarial regulators answered the questions: 1. What are the regulatory expectations ... and memoranda, what are the things they are looking for? 3. What are the things that haven't ...

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    • Authors: Frank P Dino, Donna Claire, Wm Harold Phillips, Bruce D Sartain
    • Date: Jan 1996
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Public Policy
  • Life and Annuity Valuation Issues
    Life ... Diego, CA. This session provided an overview of current statutory valuation issues pertaining to ... mortality factors. 4. Adoption of the 2001 CSO. 5. Progress on the C-3 Phase II RBC project.

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    • Authors: Donna Claire, Meredith Ratajczak, Paul Skalecki
    • Date: Sep 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits