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Session 68 - Products Across the Valuation Manual: Comparing PBR to PBR
Session 68 - Products Across the Valuation Manual: Comparing PBR to PBR As the Valuation Manual continues to evolve and PBR standards for additional products are drafted and incorporated, it will ...- Authors: Jason Kehrberg, Reanna Nicholsen, Benjamin Slutsker
- Date: Sep 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods; Modeling & Statistical Methods>Asset modeling
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Session 123: Help! I Work in a Smaller Company/Department! What do I do Now?
Session 123: Help! I Work in a Smaller Company/Department! What do I do Now? What do we do now? So many changes in tax and financial reporting are having an impact on smaller insurance ...- Authors: Hye-Jin Kim, Sheryl Flum, William Sayre, Gouri Kumaran
- Date: Feb 2020
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
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ACLI Update
ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...- Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
- Date: Feb 2017
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Statutory Financial Reporting for Universal Life
Statutory Financial Reporting for Universal Life Instructors walk through the calculation of reserves for a sample universal life policy under Actuarial Guideline 38, and discuss the relevant ...- Authors: Jeffrey Beckley
- Date: Jan 2005
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Financial Reporting & Accounting>Statutory accounting
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Valuation Issues Arising from the Current Economic Environment
Valuation Issues Arising from the Current Economic Environment 2003 Valuation Actuary Symposium, San Diego, CA. The panelists discussed issues arising from current financial trends that have ...- Authors: David A Ricci, Francis Sabatini
- Date: Sep 2003
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Proposed New Statutory Valuation Opinion
Proposed New Statutory Valuation Opinion 1988 Valuation Actuary Symposium. This session discussed the current thinking of the Special Advisory Committee on the Valuation Law which was formed ...- Authors: Richard S Miller
- Date: Jan 1988
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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C-3 Risk and Liability Hedging
C-3 Risk and Liability Hedging 1988 Valuation Actuary Symposium. The speakers in this session addressed the relative volatility of participating whole life versus universal life and the ...- Authors: William Britton, Douglas Doll
- Date: Jan 1988
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
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Setting Appropriate Assumptions For The Valuation Process
Setting Appropriate Assumptions For The Valuation Process From the 1986 Valuation Actuary Symposium, held in Washington DC in October 1986 Discussion of the process for setting assumptions ...- Authors: Dennis Carr, Paul Winokur
- Date: Oct 1986
- Competency: Communication>Written communication; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Actuarial Profession>Standards of practice; Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
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Management Uses of Cash-Flow Testing
Management Uses of Cash-Flow Testing From a session at the 2000 Valuation Actuary Symposium held in Washington DC, September 14-15, 2000 In this session, panelists discussed how they have ...- Authors: Willard Rinehimer, Robert Buckner, Robert Welander
- Date: Sep 2000
- Competency: Communication; External Forces & Industry Knowledge>Actuarial theory in business context; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
- Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods
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Life and Annuity Statutory Valuation Issues
Life and Annuity Statutory Valuation Issues This presentation is a panel discussion, session number 2PD, from the 2002 Valuation Actuary Symposium, held September 19-20 in Lake Buena Vista, FL.- Authors: Thomas Campbell, Donna Claire, Meredith Ratajczak
- Date: Sep 2002
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Global Perspectives