Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • VM-31 - Modifications and findings for 2020 PBR reports
    VM-31 - Modifications and findings for 2020 PBR reports This article summarizes the key ... corporate governance frameworks, and even the new long duration targeted improvement (LDTI) disclosures. While ...

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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
  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR
    Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo ... deterministic exclusion test.2 In addition, long duration contracts with no mechanism to pass back unfa- ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance