Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • New UVL Update
    New UVL Update 1998 Valuation Actuary Symposium. The panelists provided background about the Unified Valuation Law model, how we got here, what's going on today in 1998, and what we can ...

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    • Authors: Arnold Dicke, Meredith Ratajczak, Robert Wilcox
    • Date: Jan 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Hedging and Other Mitigation Techniques
    Hedging and Other Mitigation Techniques 2003 Valuation Actuary Symposium, San Diego, CA. This teaching session described current risk mitigation techniques and their impact upon valuation ...

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    • Authors: Michael J O'Connor, George Christopher
    • Date: Sep 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Standards of practice; Public Policy
  • Impact of Tax Changes
    Impact of Tax Changes This session from the 1995 SOA Boston Meeting reviews recent U.S. regulatory and tax developments, U.S. product taxation issues including corporate-owned life insurance COLI ...

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    • Authors: Julian J Dukacz, Charles D Friedstat, Edward Robbins, Hugh McCormick
    • Date: Oct 1995
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
  • Demutualization
    Demutualization Presented at April 1985 Spring Meeting. This session discussed: Pros and cons of demutualizing, legal and regulatory perspective, current demutualization developments, ...

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    • Authors: Ira Friedman, David H Jungk, James H MacNaughton, Application Administrator, Walter Shur
    • Date: Apr 1985
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Public Policy
  • Appointed Actuary Forum
    Appointed Actuary Forum 2003 Valuation Actuary Symposium, San Diego, CA. This panel of appointed actuaries shared their perspectives and practical experiences in fulfilling the duties and ...

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    • Authors: Stephen Marco, Meredith Ratajczak, David A Ricci
    • Date: Sep 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Appropriate Standards for Profit Margins
    Appropriate Standards for Profit Margins 1994 SOA Spring Meeting, Orlando. In this session the panelists debated the diversity of professional practice about how companies and regulators can ...

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    • Authors: Stephen P D'Arcy, Charles McClenahan, Oakley E Van Slyke
    • Date: Apr 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Modeling & Statistical Methods; Public Policy
  • Have You Looked at Your Annuity Products Lately
    Have You Looked at Your Annuity Products Lately 1994 SOA Spring Meeting, San Francisco. In this session about annuities, topics discussed included product design, regulatory, marketplace, ...

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    • Authors: Timothy Pfeifer, Thomas F Streiff
    • Date: May 1994
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Individual annuities; Annuities>Pricing - Annuities; Annuities>Variable annuities; Public Policy
  • Are Actuarial Opinions Worth the Effort?
    Are Actuarial Opinions Worth the Effort? 1988 Valuation Actuary Symposium. In this session, the presenter offered her opinion that, while time consuming and burdensome, the results obtained ...

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    • Authors: Donna Claire
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy
  • Regulatory Expectations from Asset Adequacy Analysis
    Regulatory Expectations from Asset Adequacy Analysis 1996 Valuation Actuary Symposium. A panel of actuarial regulators answered the questions: 1. What are the regulatory expectations ...

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    • Authors: Frank P Dino, Donna Claire, Wm Harold Phillips, Bruce D Sartain
    • Date: Jan 1996
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Finance & Investments; Public Policy
  • Current Group Life Topics
    Current Group Life Topics This 1979 session focused on group life topics. Topics included: 1. NAIC Model Group Life Insurance Law 2. Mass Marketing 3. Waiver of Premium/ ...

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    • Authors: Robert H Hoskins, James E Johnson, Joseph W Moran
    • Date: Oct 1979
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Group plans - Life Insurance; Public Policy