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  • Budget Proposals Bode Well for Annuities
    Section. E ach year I dedicate at least one ofmy annuity columns to an expla-nation of the legislative landscape ... would tax annuity transfers (variable annuity to variable annuity, fixed to variable annuity, and sub-account ...

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    • Authors: Thomas F Streiff
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities
  • SmallCo Sessions at ValAct
    SmallCo Sessions at ValAct Describe the sessions at this year's valuation actuary symposium ... at ValAct Describe the sessions at this year's valuation actuary symposium that are being sponsored ...

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    • Authors: Roger Brown
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Professional development
  • Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives
    proposal to use the Generally Recognized Expense Table (GRET) has met with opposition. Similar opposition ... ac- ceptable basis of expense allocation. 6. Mortality margins for companies with immaterial experience ...

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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
  • A Relatively Favorable Ruling from the IRS on Treatment of Term Riders
    section 7702(f )(5)? Or, can a company use the mortality table applicable to the base policy in determin- ... when the computational limit for mortality and “other than mortality charges” for qualified additional ...

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    • Authors: Edward Robbins
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy
  • Reinsurance Codification
    require that there be transfer of significant mortality or morbidity risk in order for a contract to ... treaty that covers investment annuity contracts that have some mortality risk that is not significant ...

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    • Authors: Richard H Browne
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Reinsurance>Financial reporting for reinsurance
  • Recent Developments in the Health Care Market
    Recent Developments in the Health Care Market Provides an overview of developments ... Provides an overview of the Government Finance Officer’s Association (GFOA) in New York on Dec. 6, 2018 7/30/2019 ...

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    • Authors: Michael Frank
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Health & Disability>Health insurance; Health & Disability>Provider networks
  • Updated Regulatory Gamut—From OFC to PBR and In Between
    international accounting replacing U.S. GAAP. There is no reason why U.S. Statutory accounting for insurers ... on GAAP or are con- cerned about the viability of U.S. Statutory accounting need to follow events here ...

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    • Authors: Norman E Hill
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Public Policy
  • SmallCo Resource Corner - Life & Health Valuation Law Manual
    SmallCo Resource Corner - Life & Health Valuation Law Manual Inaugural article in ... article will introduce the reader to the Academy's Life and Health Valuation Law Manual, an annual publication ...

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    • Authors: Michael Watanabe
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Principles-Based Reserves for Credit Actuaries
    A&H Working Group to adopt a modified 1985 CIDA table for valuation of active life re- serves for single ... performed a comprehensive inter-company credit life mortality study and worked with LHATF to adopt a model regula- ...

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    • Authors: Christopher Hause
    • Date: Oct 2006
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Model Updates: Playing the Long Game
    indirectly, assumptions related to morbidity, mortality, asset values, interest rates, behavioral assumptions ... Do payout annuities really offer an internal mortality hedge against life insurance policies? Can an ...

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    • Authors: Max Rudolph
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance; Modeling & Statistical Methods
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