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  • A VM-20 Mortality and Credibility Factor Observation
    A VM-20 Mortality and Credibility Factor Observation Compares Term VM-20 modeled reserves at low credibility ... credibility factors. VM-20;mortality;credibility;reserves;Term Life 6442478560 9/1/2017 12:00:00 AM ...

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    • Authors: Timothy Cardinal
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance
  • The New 2001 CSO: Implications for Universal Life Plans
    The New 2001 CSO: Implications for Universal Life Plans The New 2001 CSO: Implications for Universal ... Implications for Universal Life Plans Mortality rates=Mortality tables=Death rates ;National Association ...

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    • Authors: Nancy Winings
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Issues as of Dec. 21, 2012 By Norman E. Hill A s before, this material remains extremely time-sensitive ... the Stochastic Exclusion Test (SET). Interest, mortality, lapse and other assumptions may differ from ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Treading Into The Thicket: Federal Income Tax Implications of Principles-Based Reserves
    the way in which statutory life insurance and annuity reserves are determined in the United States is ... introduce a PBR method for the valuation of variable annuity contracts. Internal Revenue Service=IRS;Life ...

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    • Authors: Christian J DesRochers, Douglas N Hertz
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • PBR Developments: What’s Going on with the Valuation Manual?
    PBR Developments: What’s Going on with the Valuation Manual? This article summarizes recent proposed ...

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    • Authors: Arnold Dicke, Leonard Mangini
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Conversation with Sheryl Flum
    Robbins, Mark S. Smith and Peter H. Winslow 18 How the Supreme Court Decision on DOMA in U.S. v. Windsor ... 26 Taxation Section Sessions at the Life and Annuity Symposium By Christian DesRochers 28 Then and ...

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    • Authors: Society of Actuaries
    • Date: Oct 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations
    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to ... 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table? In the ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • PBA Corner
    addressed after adoption of the Valuation Manual. MORTALiTY ASSuMPTiON Here too, findings from the Impact ... confirmed that modifications were necessary in the mortality requirements of VM-20. The finding at the heart ...

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    • Authors: Karen Rudolph
    • Date: Jun 2012
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Small Talk
    Small Talk Metadata for entire issue Statutory ... Reserves;Principles-Based Reserves (PBR);Life Reserves;Annuity Reserves;Risk Measurement;Futurism;Strategic R ...

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    • Authors: Society of Actuaries
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
  • The Unified Valuation System: A Small Company Perspective
    The Unified Valuation System: A Small Company Perspective Discusses some of the new and different ... especially as they relate to smaller companies. Annuity valuation;Life valuation;Statutory accounting; ...

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    • Authors: James Thompson
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance