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  • A Potential Approach to Valuation of Reserves and Surplus in Statutory Financial Statements
    This chapter is confined to statutory financial s tatements and to measures of solvency and solidity ... management basis f inancial s ta tements . The la t te r may be higher or lower, s ince it represents surplus ...

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    • Authors: Donald D Cody
    • Date: Jan 1987
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting
  • Taxes and Profit Discounting
    take the $100,000 in cash, or To take a life annuity worth $100, "000 from Actuarially Equitable An- ... Actuarially Equitable, using the 1983 Individual Annuity Mortality Tables~ which showed Fanny's life expectancy ...

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    • Authors: Douglas A Eckley
    • Date: Apr 1984
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • VM-22: Statutory Maximum Valuation Interest Rates For Income Annuities
    All rights reserved. • R is the reference rate; • S is the spread; • D is the default cost; and • E ... Initial Age 0 - 5 6 - 10 11 - 15 16 + Bu ck et s 90+ A B C D 80-89 B B C D 70-79 C C C D <70 D ...

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    • Authors: Dayuan Mao, Ping Zhu, Mary Wu
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Annuities>Payout annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • A Method for Calculating The Probabilities of Ruin by a Finite Number of Claims Where the Process is Sparre-Anderson
    1) paper "Six Bridges To @'s", can be applied to find the probability @(u;n) of ruin by n claims for ... estimating how much has to be added to @(u;n) to obtain ~(u). 179 Table of Contents Sect ion 1. In t ...

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    • Authors: William A Bailey
    • Date: Jan 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Estimation methods
  • Principle-Based Approach – Still A Work in Process
    Principle-Based Approach – Still A Work in Process This 2008 article discusses the current status ... that the project is “still a work in process.” Annuity reserves;Life reserves;Principles-based approa ...

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    • Authors: Norman E Hill
    • Date: Jun 2008
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Task Force Executive Report Summary
    Task Force Executive Report Summary Task Force for developing a new credit disability table ... Task Force for developing a new credit disability table Executive Report Summary Credit insurance;Disability ...

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    • Authors: Society of Actuaries
    • Date: Jan 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Experience Studies & Data>Disability; Financial Reporting & Accounting>Statutory accounting; Health & Disability>Disability tables
  • Summary of the September 2008 NAIC Meeting
    Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting ... of the NAIC meeting held in September of 2008. Annuity reserves;International Accounting Standards=IAS;Principles-based ...

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    • Authors: Donna Claire
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • XXX and Minimum Standards
    XXX and Minimum Standards XXX and Minimum Standards by Steven F. Grondin from The Financial ... September 2001, Issue No. 47. Life reserves;Mortality rates=Mortality tables=Death rates ; 9122 9/1/2001 12:00:00 ...

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    • Authors: Steven F Grondin
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory 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 ... 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table? In the ...

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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
  • New SPIA Interest Rates in VM-22
    and the resulting new methodology is shown in Table 1. The interest rates used in the valuation of ... adopted, with minor modifi- cations, by the NAIC: Table 1 Prior Versus New Methodology For SPIAs and Similar ...

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    • Authors: Paul Hance, Heather Gordon, Christopher Conrad
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting