Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Session 77 - Valuation Issues for the Worksite Life Actuary (Life, Annuities, and Combination Life/Health Riders)
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... companies reflect site of care (current, or initial) and transitions between sites of care. Other Practice ...

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    • Authors: Robert T Eaton, William Mehilos, Genevieve Knight
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Marketing and distribution - Life Insurance
  • New Separate Account Annual Statement Blank Teaching Session
    funds into the Separate Account operation to take care of administrative expenses which were detailed in ... be expected, because these would be regarded as direct expenses chargeable to the investment operations ...

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    • Authors: Robert J Johansen, Bruce E Nickerson
    • Date: Oct 1977
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Revisions to the SOA’s GI Textbooks
    Revisions to the SOA’s GI Textbooks By Anthony Cappelletti and Scott LennoxA description ... collectability and reserving for assumed versus primary. Enhanced coverage of data reconciliations, including ...
    • Authors: Society of Actuaries
    • Date: Dec 2018
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: General Insurance Insights
    • Topics: Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; General Insurance (Property & Casualty)>Reserves - General Insurance
  • The Actuarial Opinion Model Regulation AOMRTakes Center Stage
    toughest regulatory state). 2. Regulators — their primary objection was that a Section 7 reserve opinion ... requirements to measure liabilities for long-term care and non-cancelable disability. These products ...

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    • Authors: Norman E Hill
    • Date: Jun 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Accounting for Reinsurance Agreements
    Categories is Health Insurance Other than Long-Term Care and Long-Term Disability. Letters appear across ... term business is a good example of this. Their primary business is selling permanent participating policies ...

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    • Authors: Alan E Close, William M Frasier
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Reinsurance>Financial reporting for reinsurance
  • 2014-sic-vm20-adoption-status
    2014-sic-vm20-adoption-status Standard Valuation Law (VM-20) State Adoption Status (May 8, 2014) ... U.S. territories) representing at least 75% of direct written premiums sold nationwide. Below represents ...

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    • Authors: Timothy Cardinal
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Ask The Experts
    Commissioners (NAIC) model were in place, which then took care of the smaller company issue and also gave direction ... liabilities. So I think that's what has been given the primary consideration and the book value consideration ...

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    • Authors: Shane A Chalke, J Duran, Daniel J McCarthy, Karen MacDonald
    • Date: Sep 1995
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Effective Date and Statutory Reserves Capping Issues under Actuarial Guideline XLIII
    the tax policy under I.R.C. § 807. Congress’ primary objective in enacting the tax reserve rules in ... C. § 807(d) does not change. There has been no direct guidance from the IRS on this issue although it ...

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    • Authors: Peter Winslow
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting
  • Surplus Standards - United States, Canada, United Kingdom
    reason for this restriction is that, in Europe direct companies are strictly regulated while reinsurance ... companies are regulated in exactly the same way as direct-writing companies. So this kind of restriction ...

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    • Authors: Allan Brender, Richard S Robertson, Richard J Squires, Paul Winokur
    • Date: Jun 1985
    • Competency: Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Where Have All The Earnings Gone?
    before a Congressional Committee Panel on Medical Care Costs and the Impact of Health Insurance thereon ... medical economists who, in the early 1950's, had primary responsi- bility for the development of the cost ...

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    • Authors: George L Hogeman
    • Date: Feb 1974
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting