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  • Summary of March 2009 NAIC/LHATF Meeting
    Summary of March 2009 NAIC/LHATF Meeting discussion of March 2009 NAIC/LHATF meeting Life reserves;Mortality assumption;Principles-based approach=PBA;Risk-based capital=RBC;Standard Nonforfeiture ...

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    • Authors: Donna Claire
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Impact of VM-20 on Product Development
    Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
    Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo products fit in the new statutory valuation framework? Valuation Manual;Principles-based ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance
  • COLIFR Corner
    COLIFR Corner COLIFR Committee on Life Insurance Financial Reporting Corner briefly discusses curent issues such as RBC, GMDB for Variable Life, reservinf for VAGLBs, reserves for Equity Index ...

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    • Authors: Kevin E Palmer
    • Date: Feb 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Life Insurance>Reserves - Life Insurance
  • The “X” Factor — Are You Ready?
    The “X” Factor — Are You Ready? The “X” Factor — Are You Ready? by Larry Gorski from The Financial Reporter, June 2000, Issue No. 42. Life valuation;Mortality assumption;Statutory accounting; ...

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    • Authors: Larry M Gorski
    • Date: Jun 2000
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Life Valuation and Nonforfeiture Maximum Rates May Drop in 2006!
    Life Valuation and Nonforfeiture Maximum Rates May Drop in 2006! This is an article about the maximum rates permitted for valuation and nonforfeiture that have remained steady for life insurance ...

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    • Authors: Bradley Leonard
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
  • New Preneed Valuation Mortality Table
    New Preneed Valuation Mortality Table Discussion of the development of a new Preneed Valuation Mortality Table Mortality rates=Mortality tables=Death rates ;National Association of Insurance ...

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    • Authors: Mark C Rowley, Kenton L Scheiwe
    • Date: Nov 2004
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance
  • Representative Scenarios Method (RSM) Part 2-Field Testing the RSM
    Representative Scenarios Method (RSM) Part 2-Field Testing the RSM Building on the Part 1 article, Introduction to the Representative Scenarios Method, this article describes testing the ...

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    • Authors: Mark Birdsall, Stephen Strommen
    • Date: Mar 2016
    • Competency: Leadership>Influence; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Enterprise Risk Management>Risk measurement - ERM; Life Insurance>Reserves - Life Insurance
  • ACLI Update Column
    ACLI Update Column Update from the ACLI about its continued contact with Treasury relating to AG VACARVM and Life PBR. Annuity reserves;Life reserves;Principles-based reserves=PBR;Variable ...

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    • Authors: Bill Elwell
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy