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  • 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
  • Small Talk Issue 51
    Coordinator Michelle Grusenmeyer, FSA, MAAA 2019 Life & Annuity Symposium Coordinator Jacqueline Yang, FSA, ACIA ... Tampa, Florida, after attending the 2019 Life & Annuity Symposium. During the networking general luncheon ...

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    • Authors: Society of Actuaries
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management; Results-Oriented Solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Life Insurance>Reserves - Life Insurance
  • Tax Update
    of the 2001 Commissioners’ Standard Ordinary Mortality Tables (the 2001 CSO Tables) in 2004 placed a ... Ruling 2009-14 presents three situations where a U.S. citizen purchases a life insurance contract and ...

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    • Authors: Edward Robbins, Brian King
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Tax accounting
  • A Few Thoughts About Tax Reform
    A Few Thoughts About Tax Reform Discusses how the December 2017 US tax reform affects smaller ... using the minimum standards (state required mortality table, inter- est rate and method) as of the policy ...

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    • Authors: Pamela Hutchins, Mark C Rowley
    • Date: Feb 2018
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Combination Annuities—A Market to Get Into?
    Protection ACT (PPA) similarly enables combina- tion annuity and LTC contracts to be sold with similar tax ... until we are into next year, but the combination annuity story is a compelling one. What makes it so appealing ...

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    • Authors: Cary O Lakenbach
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Long-term Care