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Ethics in Financial Reporting
Ethics in Financial Reporting This session from the 2003 SOA Orlando Meeting focuses on the actuary's ... Reporting 2 review process at Sun Life and the dynamic capital-adequacy testing for the company. She ...- Authors: Neville Henderson, Josephine A Robinson, Darryl Wagner
- Date: Oct 2003
- Competency: Professional Values>Ethical standards
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Ethics; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Public Policy
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North and South of the Border? Product Distinctions
North and South of the Border? Product Distinctions This session from the 2003 SOA Orlando Meeting ... them. We have, as Marc-Andre mentioned again, dynamic reserving and capital requirements that are based ...- Authors: Marc-André Brunet, Robert Mallette, Elinor Friedman, Dominique Lebel
- Date: Oct 2003
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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2001 CSO Mortality Table - The Time is Approaching
2001 CSO Mortality Table - The Time is Approaching This session from the 2003 Washington D.C. ... adopted in the 2001 male composite ultimate and dynamic valuation interest rates for purposes of valuing ...- Authors: William Carroll, Abraham Gootzeit, Kenton L Scheiwe, Brian King
- Date: May 2003
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Risk-Based Capital Update
have to change assumptions and make them more dynamic. They may have well worked for reserve purposes ... Philadelphia, so stay tuned. That is an evolving dynamic issue and one that may move us forward toward a ...- Authors: Larry M Gorski, Alastair G Longley-Cook, James Reiskytl
- Date: May 2002
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management>Capital management - ERM; Public Policy
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Accounting for Policyholder Dividends
Accounting for Policyholder Dividends This panel discussion session explored alternative methods ... or you could choose to have dynamic interest rates. If you choose dynamic interest rates, then the mere ...- Authors: Kenneth LaSorella, Darryl Wagner, Patricia Matson, Brian Purves
- Date: Oct 2001
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Public Policy
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Interest Scenarios
It does not actually attempt to emulate the dynamic of interest-rate term structure. An arbitrage-free ... the Heath & Jarrow & Morton Model describes the dynamic of the forward rate. All three models are classical ...- Authors: Application Administrator, John M Bragg, Larry M Gorski, John B Gould, Regina Lefkowitz, Sarah Christiansen, Jeffrey S Roth, John D Marcsik, Vladimir S Ladyzhets
- Date: Oct 2000
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Asset liability management; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Modeling & Statistical Methods>Asset modeling; Public Policy
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2010: Where Will the Profits Be?
2010: Where Will the Profits Be? This presentation is a teaching session, number 98TS, from ... company with a captive agency force has a very dynamic synergy going, because we have both sides of this ...- Authors: Stephen Strommen, James R Trefz, Steven Lash, Patrick S Baird
- Date: Oct 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Enhancing Actuarial Input at the Federal Level on Life Insurance Issues
Enhancing Actuarial Input at the Federal Level on Life Insurance Issues From a session at ... approach to valuation with a significant emphasis on dynamic financial analysis as the backup. I think his ...- Authors: Arnold Dicke, Ronald Gebhardtsbauer, A Hemphill, David Hippen, Robert E Wilcox, S Roy Woodall, Tom Wilder
- Date: Jun 2000
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Influence
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Unified Valuation System Update
viability report. In the past, it might be called a Dynamic Financial Condition Analysis (DFCA) analysis. ... would have to do if they were going to implement a dynamic financial analysis (DFA)-type approach to financial ...- Authors: David C Jesionowski, David Sandberg, Donna C Novak, Sam H Dillard
- Date: Jun 2000
- Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Dynamic simulation models; Public Policy
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ZZZ and ZZZZ Update
criteria apply to optional replication, which permits dynamic hedging of an aggregation of policyholder liabilities ... the wording changed, essentially, to reflect a dynamic total portfolio hedging strategy. The other main ...- Authors: Alan Downey, Martin E Goldman, James P Greaton
- Date: Jun 2000
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods; Public Policy
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Mutual Companies - Extinct in Canada?
Mutual Companies - Extinct in Canada? Panelists discussed the implications of the growing trend ... condition of the company by the preparation of the dynamic capital adequacy test. There is great reliance ...- Authors: Nicholas Bauer, Mike Lombardi, Stephen J Friedman
- Date: Oct 1999
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Global Perspectives; Public Policy
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Approaches to Underwriting Disability Insurance
Approaches to Underwriting Disability Insurance 1999 SOA Annual Meeting, San Francisco. This ... is constant improvement. It's just a wonderful dynamic. Every company should be set up that way. Approaches ...- Authors: Robert Beal, Anne Mitchell, Carl Amick, Scott Haglund
- Date: Oct 1999
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Health & Disability>Disability insurance; Public Policy
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Guaranteed Separate Account Products - NAIC Reserving Proposals
account. The liability is valued with the same dynamic valuation rates, and so on. Everything is just ... the goals are the same. If we move to this new dynamic C-3 testing that we were talking about at a workshop ...- Authors: Robert A Brown, Michael A Cioffi, Larry M Gorski
- Date: Oct 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Impact of Regulatory Uncertainty on Product Innovation
Impact of Regulatory Uncertainty on Product Innovation From session 63 PD at the Spring regional ... what needs to be in the report. It’s basically a dynamic analysis of the company’s ability to carry out ...- Authors: Timothy Pfeifer, James Van Elsen, Robert E Wilcox
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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How Well Has State Regulation of Life Insurance Served the Marketplace?
How Well Has State Regulation of Life Insurance Served the Marketplace? 1999 SOA Regional Meeting, ... to the defined statutory tables. It will add dynamic financial analysis allowing you to look at your ...- Authors: Dwight K Bartlett, William C Weller, Jr. George M Reider, Lawrence D Cluff
- Date: May 1999
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Insurance Company Failures of the Early 1990s - Have We Learned Anything?
Insurance Company Failures of the Early 1990s - Have We Learned Anything? From a session at the ... system is not a point- in-time measurement. It's dynamic. It asks for five-year projections on various ...- Authors: Murray Becker, Gene Eckstut, John F Gies, Kenneth W Hartwell, Victor Modugno, Keven W Maloney
- Date: May 1999
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management; Public Policy
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Update on Mutual Holding Companies
Update on Mutual Holding Companies 1998 SOA Annual Meeting, New York. Panelists discussed the ... value of the company. There's an organizational dynamic. Companies should be valued, not on a book basis ...- Authors: Jeffrey Beckley, Carl Harris, E Tom Hughes, Thomas P Tierney
- Date: Oct 1998
- Competency: Results-Oriented Solutions
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Current Events in Financial Reporting
Current Events in Financial Reporting 1998 SOA Spring Meeting, Maui. Panelists addressed recent, ... and the so-called state prevailing rate or the dynamic valuation interest rates that we're all familiar ...- Authors: Frank Buck, Charles D Friedstat, R Thomas Herget, Craig R Raymond
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting; Public Policy
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Implementing the Illustration Regulation: The Clock is Ticking
Implementing the Illustration Regulation: The Clock is Ticking Presented at October ... accomplish this is to make your calculation engine a dynamic link library that can be shared with the illustration ...- Authors: Application Administrator, David Karo, Daniel Theodore, Robert E Wilcox
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Nonforfeiture Law Developments
valuation law must be in place before we can move to a dynamic nonforfeiture law, and I am convinced that to do ... an interest-sensitive product. Companies in a dynamic world, for very valid reasons, change their thinking ...- Authors: Frank P Dino, Thomas C Foley, Larry M Gorski, Craig R Raymond, Walter Rugland, Sheldon Summers, Robert E Wilcox, Darin Zimmerman
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Risk-Based Capital According to the National Association of Insurance Commissioners 'NAIC'
Risk-Based Capital According to the National Association of Insurance Commissioners 'NAIC' ... health insurance. Mr. Wilcox: If we went to do dynamic solvency analysis across the board, then we could ...- Authors: Application Administrator, Steven Lippai, Donna C Novak, Robert Wilcox
- Date: Oct 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management>Capital management - ERM; Health & Disability>Health insurance; Public Policy
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A New Look at U.S. Nonforfeiture Regulation
values and reserves. Now you're talking about a dynamic nonforfeiture value. You could have restrictions ... brand new actuarial student, I saw not only a dynamic and a growing industry, but an industry that was ...- Authors: William Carroll, Barbara Snyder, Douglas Doll
- Date: May 1996
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Non-forfeiture benefits; Public Policy
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Dynamic Solvency Testing - The Canadian Experience
Dynamic Solvency Testing - The Canadian Experience This session from the 1995 SOA Boston Meeting Panelists ... will review the Canadian experience in adopting dynamic solvency testing DST and the impact of DST on how ...- Authors: J Engels, A David Pelletier, Mary Hardy
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Risk-Based Capital: Health Organizations
Risk-Based Capital: Health Organizations This panel will discuss the current status of ... products. The amount of dividends was one of the dynamic features of the model. It varied with the accumulated ...- Authors: Darrell Knapp, Steven Lippai, Robert E Wilcox
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Enterprise Risk Management>Capital management - ERM; Health & Disability>Health insurance; Public Policy
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Non-Forfeiture Laws Update
development of the actual structure of this new dynamic law. Aswe've said, in March 1995 theNAIC, or more ... briefly. Part of the idea is that this can be a dynamic nonforfeiture schedule. In column four we see the ...- Authors: Donna Claire, Randall Mire, Deanne L Nezas
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Reinsuring Investment Products
Reinsuring Investment Products This session from the 1995 SOA Boston Meeting presents the issues ... In this particular marketplace, you see rather dynamic products which change from month to month, and ...- Authors: Paul Nitsou, Alan K Ryder, Jonathan Studer, Alice W Su
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Reinsurance
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An Overview of the Government
An Overview of the Government This session from the 1995 SOA Boston Meeting has former U.S. Senator ... structure. To work your way down through this dynamic change in the financial structure in banking to ...- Authors: Timothy Pfeifer, Application Administrator, Don w Riegle
- Date: Oct 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Public Policy
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Asset Prepayment Assumptions
and prepayment assumptions is designed to be a dynamic process, under the control of insurance regulators ... back, learned more, and captured the historic dynamic better. Again, one of the things we wanted to do ...- Authors: Randall Boushek, Catherine Ehrlich, Stephen Reddy, Steve W Abrahams
- Date: May 1995
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Portfolio management - Finance & Investments; Public Policy
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Liquidity: The Hidden Risk Factor
Liquidity: The Hidden Risk Factor This session from the 1995 SOA New York City Meeting covers ... your targets for liquidity, and whether they're dynamic based on yield give-up and/or bid/ask spread or ...- Authors: George H Braun, Neil Haynes, Kenneth Levine, Frederick S Townsend
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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Report on Dynamic Solvency Testing Research
Report on Dynamic Solvency Testing Research This session from the 1995 SOA New York City Meeting covers ... Society's research activities directly related to dynamic solvency testing, DST, a historical perspective ...- Authors: Robert S Fillingham, Donna Claire, James B Ross, Roger W Smith
- Date: May 1995
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Forum on Dynamic Solvency
Forum on Dynamic Solvency 1994 SOA Spring Meeting, San Francisco. This session provided an overview ... 3. Progress on the SOA's Dynamic Solvency Handbook. 4. Dynamic solvency research. 5. Canadian ...- Authors: Shane A Chalke, William James, Daniel J Kunesh, James Reiskytl, Craig Reynolds, Maria Thomson, Michael Hughes
- Date: May 1994
- Competency: Professional Values
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Appointed Actuaries Around the World
ACTUARIES AROUND THE WORLD My second point concerns dynamic solvency testing. Neither the regulation nor the ... professional guidelines currently lay down any basis for dynamic solvency testing, although there is a common basis ...- Authors: Chiu-Cheng Chang, W Paul McCrossan, Harry R Miller, Richard Harvey
- Date: Apr 1994
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting; Global Perspectives; Public Policy
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The Actuary's Developing Role in Regulating Insurance Worldwide
The Actuary's Developing Role in Regulating Insurance Worldwide 1994 SOA Spring Meeting, ... carry out cash-flow modeling, under the name of dynamic solvency testing (DST). That pushes the involvement ...- Authors: Camilo Salazar, Christopher David Daykin
- Date: Apr 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Global Perspectives; Public Policy
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Risk-Based Capital: Industry Implications
tool that could be used is cash-flow testing or dynamic solvency testing. The Alliance came out with their ... a replace- ment, but is still an alternative. Dynamic solvency testing or cash-flow testing will probably ...- Authors: Ralph S Blanchard, Frederick O Kist
- Date: Apr 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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Risk-Based Capital RBC: An International Perspective
Risk-Based Capital RBC: An International Perspective 1994 SOA Spring Meeting, Orlando. This ... actuary performs an annual investigation known as dynamic solvency testing (DST), and separately reports ...- Authors: Frank S Austin, Douglas Dunning, Paul F Kolkman, John A Jenkins, MICHAEL JOSEPH LOMBARDI
- Date: Apr 1994
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Federal Developments
was acceptable to Janet. We could not address dynamic solvency testing. That was just too controversial ... DICKE: That's a good point. The exact way that this dynamic solvency testing might be implemented has been ...- Authors: Arnold Dicke, Jonathan Gaines, Gary Hendricks, Jean K Rosales
- Date: Oct 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Appointed Actuary Update: Is the U.S. on the Right Track?
About 50% had looked at the persistencyand the dynamic persistency. Twenty-five percent tested expenses ... SensitivityTesting Mortality Base persistency I 52 Dynamic persistency ( 52 Expenses I 25 Base premium persistency ...- Authors: Frank Buck, Robert J Callahan, Robert H Dreyer, Susan M Ende, Robert E Winawer
- Date: Oct 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Product Development in the Age of Risk-Based Capital
Product Development in the Age of Risk-Based Capital 1993 SOA Annual Meeting, New York. This ... risk where you're t_yingto essentiallylook at a dynamic situationof balancing assets/liabilitiesout for ...- Authors: Michael Cowell, A Hemphill, Robert W Omdal, Application Administrator, John Dawson
- Date: Oct 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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New Canadian Insurance Companies Act
New Canadian Insurance Companies Act 1993 SOA Annual Meeting, New York. This session discussed ... know that's exceptional,but it is beingdone. Dynamic solvencytesting (DST) or a discussionof what the ...- Authors: W Steven Prince, Paul Winokur
- Date: Oct 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Cash-Flow Testing as a Management Tool
we also have new a standard of practice about dynamic solvency testing. This is the traditional job, ... for Adverse Deviation) 1985-88 • CIA DST Paper (Dynamic Solvency Testing) (Threats to 1989-91 solvency ...- Authors: Donald Behan, Yvon Charest, Susan Kimball
- Date: Jun 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Reserve Testing and the C-1 Risk
Reserve Testing and the C-1 Risk 1993 SOA Meeting, Quebec. Actuaries doing reserve testing under ... reasonable." The recently released report of the Dynamic SolvencyTask Force also says that "the actuary ...- Authors: Nicholas Bauer, Linn Richardson, Michael L Zurcher, Warren R Adams
- Date: Jun 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
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New Standard Valuation Law SVL
the solvency issue. The Society of Actuaries Dynamic Solvency Task Force released a report in March ... this guarantee system. The Society of Actuaries Dynamic Solvency Task Forcedeveloped a planthat covers ...- Authors: Douglas Doll, Donna Claire, Douglas Knowling, James N Gorsline
- Date: Jun 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
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New Standard Valuation Law SVL
New Standard Valuation Law SVL 1993 SOA Spring Meeting, Boston. In this session the panelists ... companieswent to interest sensitive products, the dynamic valuation standards that were in use during the ...- Authors: Paul Bell, Daniel J Kunesh, Karen MacDonald, James N Gorsline
- Date: May 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Reserves - Life Insurance; Public Policy
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Life Company Solvency-Has the Industry Stabilized?
Life Company Solvency-Has the Industry Stabilized? 1993 SOA Spring Meeting, Boston. This ... insurance and 6% for annuities, and finally the dynamic valuation rates on the 1980 laws. We are now seeing ...- Authors: John D Branscomb, Robert J Callahan, Timothy Millwood, Paul A Reardon
- Date: May 1993
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Public Policy
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Cash-Flow Testing as a Management Tool
Therefore, management needs dynamic solvency testing as well. Dynamic solvency testing is currently ... publication of the CIA called "Standard of Practice on Dynamic Solvency Testing for Life Insurance Companies," ...- Authors: Frank Buck, Kenneth W Hartwell, Donna Claire, Gregory S Juneja, Michael A Reardon
- Date: May 1993
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Recent NAIC Developments Related to MSVR and Risk-Based Capital and Their Impact on Investment Strategies
Recent NAIC Developments Related to MSVR and Risk-Based Capital and Their Impact on Investment ... insurance com- pany that was somewhat higher, and more dynamic than the current requirements. Once its state ...- Authors: Paul F Kolkman, Edwin Reoliquio Raquel, Joseph H Tan, William D Ward, Alfred Weinberger
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Finance & Investments>Investment strategy - Finance & Investments; Public Policy
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Meeting the Needs for Financial Information
Meeting the Needs for Financial Information This session is about meeting the ... standards;Asset liability management=ALM;Capital management;Dynamic simulation models;Economic value;Embedded value;Fair ...- Authors: Bruce Darling, Michael E Mateja, R Stephen Radcliffe
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Business Not as Usual
head Washington National. If you followed the dynamic changes there, you can see what an impact BOb has ... promote a healthy population is to maintain a dynamic and competitive economy. What do we mean by competitiveness ...- Authors: William C Cutlip, William C Hsiao, Robert W Patin, Peter J Nicholson
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Change management; Relationship Management>Relationships and trust
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Actuarial Profession>Competencies; Global Perspectives; Public Policy
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Valuation Actuary Overview - The New Statutory Valuation Opinion
Practicalconsiderations of cash-flow testing - Preparation - Dynamic assumptions - C-1 and C-2 assumptions - Modelingtechniquesand ... bear some resemblance to reality. There are also dynamic assumptions that we need to make. We might have ...- Authors: Douglas Doll, Deborah A Gero, Abraham Gootzeit, Marc Pitoniak
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Life Insurance>Reserves - Life Insurance; Public Policy
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Repricing the In-Force Book of Business
Repricing the In-Force Book of Business 1992 SOA Annual Meeting, Washington, D.C. This session ... against the competition. There is no shortage of dynamic lapse formulas out there, thanks to Regulation ...- Authors: Albert Easton, Selig Ehrlich, Donna Claire
- Date: Oct 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy
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Financial Reporting Update
purposes has led to the development of both a dynamic and a static solvency assessment process. 1969 ... The CIA has adopted a standard of practice on dynamic solvency testing (DST) effective for year-end 1991 ...- Authors: Michael Colburn, Gary Corbett, J Duran, Jan Pollnow, Stuart Wason
- Date: Oct 1992
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting; Public Policy
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Cash-Flow Testing for Product Actuaries
spread to an envisioned liability with certain dynamic features. The question that needs to be answered ... generated yield curves. The models simulate the dynamic cash flow behavior and values of financial vehicles ...- Authors: David N Becker, Application Administrator, Donna Claire, Martin Klein, Anne Katcher
- Date: Oct 1992
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Finance & Investments>Investment strategy - Finance & Investments; Public Policy
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Evaluating Adequacy of Capital
Evaluating Adequacy of Capital 1992 SOA Regional Meeting, Anaheim. In this panel discussion ... the investment world, of which it is a part, are dynamic and ever changing, you really can't have a static ...- Authors: Frank S Irish, Gregory D Jacobs, Cande Olsen, David P Wells
- Date: Jun 1992
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments; Life Insurance>Reserves - Life Insurance; Public Policy
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Mandated Risk-Based Surplus
annually. That is, the valuation assumptions are dynamic and the reserves are consistent with the asset ... company. We came up with a process that is called dynamic solvency testing, which is going to be enforced ...- Authors: Michael Cowell, Dennis Lauzon, Frederick Yosua, Michael L Zurcher, Owen A. Reed
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Gearing Up to be Appointed Actuaries
Gearing Up to be Appointed Actuaries This presentation is a panel discussion from the 1991 ... 1991, appointed actuaries will be required to do dynamic solvency testing, that is, to examine the ability ...- Authors: Robert H Dreyer, Frank S Irish, W Paul McCrossan, Walter Rugland, Christopher David Daykin
- Date: Oct 1991
- Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Finance & Investments>Asset liability management; Global Perspectives; Public Policy
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Insurance Regulation-Evolution or Revolution
Insurance Regulation-Evolution or Revolution This panel discussion is from the 1991 Meeting of ... insolvency is undesirable. In a free economy, dynamic competition is necessary. It is necessary to sort ...- Authors: John C Angle, William Carroll, Terence Lennon, Edward Robbins, Erica F Igielski
- Date: May 1991
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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What Lessons Can We Learn From the Savings & Loan Mess?
What Lessons Can We Learn From the Savings & Loan Mess? This presentation is a concurrent ... cases. So it's important to understand what the dynamic is there. Cleady, there are situations where fraud ...- Authors: David N Becker, Gregory D Jacobs, M Danny Wall
- Date: Apr 1991
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Competition And Product Considerations In A Regulatory Environment
environment. Under the 1980 Standard Valuation Law, dynamic interest rates for minimum reserves on new issues ... Norm mentioned the Universal Life Model Law's dynamic development of reserves based on investment experience ...- Authors: Larry Baber, Gary L Eisenbarth, Burnett A Halstead, Norman E Hill, Sandra Zdan
- Date: Jun 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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State Investment Regulation
State Investment Regulation Presented at June 1986 Spring Meeting. This session discusses current ... the market, changing that balance. It is called dynamic hedging. It is part of the program trading that ...- Authors: Frank W Bennett, Stephen Maluk, William S Tager, Irwin T Vanderhoof, Melvin B. Dunn
- Date: Jun 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Investments; Public Policy
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Regulation Of Financial Services In The United States And Canada
Regulation Of Financial Services In The United States And Canada Presented at June 1986 Spring ... the sale of insurance right now. This is a very dynamic number because it changes from year to year. Thirty ...- Authors: Steve Bader, Donald A Kurz, Daniel J Kunesh, John C Sweeney
- Date: Jun 1986
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Strategy development
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Regulation Of Reinsurance
Regulation Of Reinsurance Presented at October 1985 Annual Meeting. Discusses new state and ... 1980 Commissioners Standard Ordinary table and dynamic valuation interest rates, the use of indeterminate ...- Authors: Diane Wallace, Robert J Callahan, Peter S Kreuter, John F Meyer, Melville J Young
- Date: Oct 1985
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy; Reinsurance
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Changes In The Canadian Regulatory Framework For Life Insurance
Changes In The Canadian Regulatory Framework For Life Insurance This session from the 1984 ... adapt and thrive. However, just as the industry is dynamic, not static, so the role of the valuation actuary ...- Authors: Gerald M Devlin, Robin B Leckie, Karen G Long, Donald McIsaac, Richard Minck
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy
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Valuation Actuary - Changing Role
Valuation Actuary - Changing Role This session from the 1984 SOA Toronto Meeting discusses the ... is that the interest rates will be handled on a dynamic basis, not only allowing for adjustments up, but ...- Authors: Audrey L Halvorson, Gary Corbett, Burton Jay, R Stephen Radcliffe, Walter Rugland
- Date: Oct 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Actuarial Profession>Standards of practice; Public Policy
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Life Company Valuation In An Environment Of Change
essentially all Jurisdictions. These included the dynamic interest feature that permits valuation interest ... minimum reserve requirements, with or without the dynamic interest feature, cannot be relied upon to assure ...- Authors: Allan Affleck, Gary Corbett, James P Greaton, Robert A Miller, Carl R Ohman
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession>Standards of practice; Public Policy
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Dividend Philosophy
Dividend Philosophy This session from the 1984 SOA Salt Lake City Meeting discusses the latest ... mechanisms for disclosure, and so on. It's a dynamic process. The fact that the Society Committee is ...- Authors: James W Kemble, Walter N Miller, John W Tomlinson
- Date: May 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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Federal Income Tax
comply with the section that has you using the dynamic interest rate and the 1980 CSO tables. Now, for ... for your tax reserves, or must you put it on dynamic interest rate in 1980 CSO reserves in order to ...- Authors: Michael P Healy, James P A Knight, John Palmer, Virgil Wagner, Harry D. Garber
- Date: Apr 1984
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Financial Reporting & Accounting>Tax accounting; Public Policy
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Deregulation Of Life Insurance
Deregulation Of Life Insurance This session from the 1983 SOA Hollywood, Florida Meeting ... market demands. The market itself is viewed as a dynamic competitive process as opposed to a static equilibrium ...- Authors: Richard A Burrows, Michael F Davlin, R Fred Richardson, Frank W Speed, Cheryl L P Vigen, William A. White
- Date: Oct 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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New Standard Non-Forfeiture And Valuation Laws
Standard Valuation and Nonforfeiture Laws are dynamic in nature requiring continual attention as to enabling ... in the 1980 amendments is the introduction of a dynamic interest rate. The maximum interest rate for nonforfeiture ...- Authors: Peter A Marion, John O Montgomery, Godfrey Perrott, William T Tozer, Cheryl L P Vigen
- Date: Oct 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Current Regulatory Topics Affecting Life Insurance And Annuity Product Development
Group? 2. What is being considered by the NAIC Dynamic Interests and Related Matters Technical Advisory ... year, the NAIC Technical Advisory Committee on Dynamic Interest and Related Matters, on behalf of the ...- Authors: Robert Blake, James M Carr, William Carroll, Douglas Doll, Howard H Kayton, Richard A Swift
- Date: May 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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Current Regulatory Topics Affecting Life Insurance And Annuity Product Development
Group? 2. What is being considered by the NAIC Dynamic Interests and Related Matters Technical Advisory ... undertaken by the NAIC Technical Advisory Committee on Dynamic Interest and Related Matters. This ConTnittee reports ...- Authors: Gregory J Carney, Martin E Goldman, Richard W Kling, D Alan Little, Peter A Marion, Anthony Spano
- Date: Apr 1983
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Public Policy
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Meeting of the Individual Life Insurance and Annuity Product Design Section
is being discussed. For example, with the ACLI dynamic interest proposal, most of us found out about it ... it after the fact. We had heard of dynamic interest but did not know very much about it, and suddenly ...- Authors: Gregory J Carney, Michael B Hutchison, Jay Jaffe, Howard H Kayton, Richard W Kling, D Alan Little, Lynn C Miller, John O Montgomery, Richard A Swift
- Date: Oct 1982
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Public Policy
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The Financial Services Industry And Its Responses To Inflation And Deregulation
The Financial Services Industry And Its Responses To Inflation And Deregulation Panel discussion ... changes we can expect in the next few years. Rather dynamic changes will take place in our industry in terms ...- Authors: Louis Garfin, J Ross Hanson, Wilfred A Kraegel, Robin B Leckie, Paul H LeFevre, John M Lenser, Paul Milgrom, Ma Rosario S Rodolfo, Robert Shapiro, Martin Staehlin, Ronald E Timpe
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Relationship Management>Relationships and trust; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance; Public Policy
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Individual Life Insurance Product Design Under Conditions of Inflation
investment alternatives. b. Cash management account. c. Dynamic actuarial assumptions. d. Policy loans, nonforfeiture ... possibilities with more significance internally: a. Dynamic actuarial assumptions - In a relatively stable ...- Authors: Allan Affleck, Charles L Edris, Wilfred A Kraegel, Alan C Snyder
- Date: Apr 1982
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities; Life Insurance; Public Policy
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The Impact of Inflation on Insurance and Annuity Reserve Valuation: The C-3 Risk
Subcommittee's Technical Advisory Committee on Dynamic Interest and Related Matters, chaired by Charles ... Life Insurance, with particular reference to the dynamic valuation interest rate feature in the proposed ...- Authors: John C Angle, Carl R Ohman, Walter Rugland, Charles L. Trowbridge
- Date: Oct 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Publication Name: Record of the Society of Actuaries
- Topics: Finance & Investments>Asset liability management; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Public Policy
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Return on Investment in a Rate-Regulated Environment
solutions on the horizon? It seems unlikely: - Dynamic interest rates in new model laws will not provide ... reserves and they are at least 5 years away. - Dynamic loan rates will not solve the problems - they are ...- Authors: Ardian Gill, Claus S Metzner, George D Morison, Michael Johnson, Irving H Plotkin
- Date: May 1981
- Competency: External Forces & Industry Knowledge
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance; Public Policy