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  • End to End Assumption Documentation Practices
    End to End Assumption Documentation Practices On October 30, 2015, the SOA Assumption Development ... for highly variable assumptions, such as the dynamic lapse assumption for variable annuity products ...

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    • Authors: Alexander Zaidlin, Hua Li
    • Date: Mar 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data
  • Simply Unlocking
    Simply Unlocking Introducing tools to help actuaries explain non-traditional DAC and SOP ... revenue, and adjusting the valuation accordingly. Dynamic FAS 97 unlocking preserves the matching principle ...

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    • Authors: Steven Malerich
    • Date: Jun 2015
    • Competency: Communication>Oral communication; Communication>Written communication; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
  • Embracing Change
    Embracing Change Chairperson’s column addressing the changes the new year will bring. Financial ... Modeling Controls, PBA Implementation and Setting Dynamic Policyholder Behavior, to name a few. At the same ...

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    • Authors: William Sayre
    • Date: Dec 2013
    • Competency: Communication>Written communication
    • Publication Name: The Financial Reporter
    • Topics: Economics>Financial economics
  • Acronyms for Actuaries
    common measure risk for insurance companies. DCAT Dynamic Capital Adequacy Testing DCAT must be completed ... SEC authority for discretionary rulemaking. DFA Dynamic Financial Analysis DFA is a simulation approach ...

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    • Date: Mar 2012
    • Competency: Communication>Written communication; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession; Technology & Applications