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  • Latest News from the NAIC
    Latest News from the NAIC 1994 SOA Spring Meeting, San Francisco. This session is about changes to the regulations for statutory reporting. Some of the issues covered are new reserve laws, ...

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    • Authors: Howard H Kayton, Daniel J Kunesh, Donald Maves, Dennis L Stanley
    • Date: May 1994
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • New AOMR Requirements - Burden or Opportunity?
    New AOMR Requirements - Burden or Opportunity? Presented at May 2002 Spring Meeting. Discusses recent changes in the Actuarial Opinion and Memorandum Regulation, the ways in which the new ...

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    • Authors: Michael C Batte, Norma Y Christopher, Keith Dall
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Current Statutory Reporting Topics for Life and Annuity Products
    Current Statutory Reporting Topics for Life and Annuity Products Panelists provide background and updates on a number of statutory issues relating to life and annuity products, including ...

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    • Authors: Meredith Ratajczak, Harry R Shissler
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance
  • Update on Mutual Holding Companies
    Update on Mutual Holding Companies 1998 SOA Annual Meeting, New York. Panelists discussed the activity of the newly emerging mutual holding company structure. Advantages and disadvantages of ...

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    • Authors: Jeffrey Beckley, Carl Harris, E Tom Hughes, Thomas P Tierney
    • Date: Oct 1998
    • Competency: Results-Oriented Solutions
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • ZZZ and ZZZZ Update
    ZZZ and ZZZZ Update Slides from a session at a meeting of the Society of Actuaries held in San Diego, CA, June 22-23, 2000 This session discusses recent developments within the American ...

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    • Authors: Alan Downey, Martin E Goldman, James P Greaton
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods; Public Policy
  • XXX Update
    XXX Update Presented at May 2002 Spring Meeting. This session examines how the revised version of the Valuation of Life Insurance Policies 'XXX' has been implemented in many states ...

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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
  • Regulation XXX Update
    Regulation XXX Update This session at the SOA 2001 Annual Meeting presents issues with the implementation of Regulation XXX including X-factor certification, development of an actuarial guideline ...

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    • Authors: Michael Eckman, Sheldon Summers, Douglas Robbins, Michael Smith
    • Date: Oct 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • The Insurance Company Examination Process-A Report Card
    The Insurance Company Examination Process-A Report Card This panel discussion is from the 1991 Meeting of the Society of Actuaries, held May 16-17 in New York. The panelists, a regulatory ...

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    • Authors: Glen Gammill, Robert E Huff, A Thomas Finnell, Leon E Hank
    • Date: May 1991
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Actuarial Opinion on Non-Guaranteed Elements
    Actuarial Opinion on Non-Guaranteed Elements Panelists discuss compliance with the 1987 NAIC Convention Blank requirements regarding products with non-guaranteed elements [NGEs]. Discussion ...

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    • Authors: Larry R Robinson, William T Tozer, Mark A Tullis
    • Date: Jun 1988
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Proposed - A Dynamic Valuation Interest Rate
    Proposed - A Dynamic Valuation Interest Rate This panel discussion session focuses on a proposal to modify the Standard Valuation Law involving statutory maximum valuation interest rates. Annuity ...

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    • Authors: James Bridgeman, Yuan Chang, Carl R Ohman, Hodge L Jones
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting