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

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  • Nonforfeiture and Valuation Concerns in the 1980's
    Nonforfeiture and Valuation Concerns in the 1980's This 1980 session covers amendments to the SNL and ... SVL and the anticipated revision to the CSO Mortality Table. Questions discussed: 1. What changes ...

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    • Authors: John C Angle, Ardian Gill, Richard S Miller, William K. Nicol
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Public Policy
  • Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018
    Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - ... Basic table or the 2015 Valuation Basic table Principle-based Reserves; Life Insurance;Mortality Rates;Mortality ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • Mortality Improvement Rates for AG-38 for Year-End 2018
    Mortality Improvement Rates for AG-38 for Year-End 2018 Recommendation for a set of improvement factors ... Basic table or the 2015 Valuation Basic table Principle-based Reserves;Mortality Rates;Mortality Risk;Life ...

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    • Authors: Marianne C Purushotham
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • VM-20 Game Changer: Mortality Aggregation
    VM-20 Game Changer: Mortality Aggregation The 2020 edition of the Valuation Manual permits ... Changer: Mortality Aggregation The 2020 edition of the Valuation Manual permits mortality data aggregation ...

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    • Authors: Timothy Cardinal
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • How Does the Emerging Principle-based Reserving Framework for Non-variable Annuities Compare to Market Risk Benefits Under Long-duration Targeted Improvements?
    These considerations should help inform a company’s strategy related to the business impacted by these ... the evolving nature of insurance products. The Annuity Reserve and Capital Working Group (ARCWG) has developed ...

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    • Authors: Ryan Laine, Sean Paul Abate, Ben Hanley, Gene Paul Del Castillo San Valentin (Paul), Angela McShane
    • Date: Jun 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
    Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension ... the Sleeping Bea Near the end of a pension plan's lifespan, after benefit accruals have ceased and the ...

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    • Authors: Brett Dutton, Rene Martel, Hilja Viidemann
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • New Credit Life Insurance Valuation Standard in the Making
    New Credit Life Insurance Valuation Standard in the Making This article discusses the project ... standard. Credit insurance;Life reserves;Mortality rates=Mortality tables=Death rates ;National Association ...

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    • Authors: Steven Ostlund
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • T3: TAXING TIMES Tidbits
    at pwinslow@ scribnerhall.com. End Notes 1 See S. Mitchell, IRS Issues Exam Guidelines to Promote ... and (ii) covers the life of the owner’s employee(s) on the date the life insurance contract is issued ...

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    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance