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  • Regulatory Update
    Regulatory Update Summary of NAIC's Winter National Meeting Appointed Actuary;Standard Valuation ...

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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
  • The Art Of Immunizing
    MYOPIA--INSURANCE INDUSTRY AND THE SAVINGS DOLLAR by D. S. Magnusson and D. E. Steven Ed. Note: This is the ... Individual Products From the early 1920's to the mid- 1950's, individual products demonstrat- ed a ...

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    • Authors: Charles L. Trowbridge
    • Date: May 1979
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional associations; Financial Reporting & Accounting; Life Insurance>Reserves - Life Insurance
  • PBR Corner
    PBR Corner Mortality Credibility and its use within VM-20. Credibility theory;Mortality;Principle-based ...

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    • Authors: Karen Rudolph, Ruijuan Wang
    • Date: Jun 2016
    • Competency: Leadership>Influence; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life
  • Reinsurance Considerations in the Determination of PBR Reserves
    and assumptions. BACKGROUND Reserves under PBR U.S. Statutory reserves under PBR are calculated as the ... specifica- tions: • The prudent estimate DR mortality assumption was improved at a rate of 1 percent ...

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    • Authors: Chris Whitney, Gregory Mackenzie
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Reinsurance News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance
  • Complying With the XXX ASOP
    Complying With the XXX ASOP This article describes how to apply the XXX Model Regulation in valuing life insurance policies and the ... related the regulation. Life reserves; 11126 4/1/2000 12:00:00 AM ...

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    • Authors: Douglas Robbins
    • Date: Apr 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • PBR Developments: What’s Going on with the Valuation Manual?
    PBR Developments: What’s Going on with the Valuation Manual? This article summarizes recent proposed ...

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    • Authors: Arnold Dicke, Leonard Mangini
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; 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
  • The Actuary Vol. 11, No. 3 Valuation And Non-Forfeiture Laws
    Non-forfeiture Laws occurred during the 1940's when the work of the Guertin Committee resulted in ... standard laws to make them more responsive to today's business and regulatory needs.” The article goes ...

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    • Authors: John K Booth
    • Date: Mar 1977
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and Life PBR Part III
    Tax Attorney and Tax Actuary Dialogue on IRS Notice 2008-18—AG VACARVM and ... methodology to a principles-based approach. Annuity reserves;Annuity valuation;Life reserves;Life valuation;Taxes=Taxation; ...

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    • Authors: Christian J DesRochers, Edward Robbins, Peter Winslow
    • Date: Mar 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • More Regulation, More Uncertainty
    widespread dissatisfaction with the main rating agencies, S&P and Moody’s, so the NAIC may be considering setting ... which attack the financial soundness of the entire U.S. insurance industry. ACLI’s Proposed 2008 Surplus ...

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    • Authors: Norman E Hill
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Smoker/Nonsmoker Errata
    Smoker/Nonsmoker Errata Documents the error in the Smoker/Nonsmoker CSO Tables accepted by ... and the correct mortality rates for all regulatory purposes. Mortality rates=Mortality tables=Death rates ...

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    • Authors: Robert J Johansen
    • Date: Jan 1987
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits