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  • Modeling the Participating Whole Life Division
    traditional three-factor formula. The interest and mortality components are calculated using tax-reserve factors; ... policy reserves when calculating the interest and mortality components. In short, the conditions necessary ...

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    • Authors: Allan Brender
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Whole life; Modeling & Statistical Methods; Public Policy
  • C-3 Risk and Liability Hedging
    the actual interest rate being credited, the mortality being charged, or the expenses being assessed ... results are credible. We have not yet done that. Table 1 illustrates the excess-lapse function for the ...

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    • Authors: William Britton, Douglas Doll
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy
  • VM-31 - Modifications and findings for 2020 PBR reports
    economic environment, 2020 is the first year that all U.S. life insurance companies will be required to comply ... recent significant revisions to VM-21 for variable annuity products. This article focuses on the VM-31 principle- ...

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    • Authors: Angela McShane, Benjamin Slutsker, Rachel Hemphill
    • Date: Jul 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
  • Insights Into Life PBR Emerging Practices and Implementation
    Insights Into Life PBR Emerging Practices and Implementation In this article, we explore ... article, we explore key insights from Oliver Wyman's 2020 Life PBR Emerging Practices Survey, which provides ...

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    • Authors: Dylan Strother, Haley Christine Jeorgesen , Ellen Smith
    • Date: Nov 2020
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life