Description: This presentation is a panel discussion, session number 2PD, from the 2000 Valuation Actuary Symposium, held September 14-15 in Washington, DC. The panelists provide an overview of current statutory valuation issues pertaining to life and annuity products, to be covered in-depth at subsequent sessions. Topics include: new valuation table for life insurance NAIC Actuarial Guidelines [AG] for variable product guaranteed living benefits and for equity-indexed universal life [ZZZZ] amendments to the Actuarial Opinion and Memorandum Regulation [AOMR] progress on Unified Valuation System [UVS] Model Regulations on Separate Accounts Funding Group Contracts with Guarantees, and on Synthetic Guaranteed Investment Contracts [GICs] regulatory concern over liquidity and Regulation XXX mortality X factors.

Description: This presentation is from session number 2, presented at the 1999 Valuation Actuary Symposium, held September 23-24 in Los Angeles. The panelists discuss current statutory valuation issues pertaining to life and annuity products. They provide updates on the Unified Valuation Law [UVL] Task Force, equity-indexed products [including NAIC actuarial guidelines ZZZ and ZZZZ], NAIC actuarial guidelines XXXIII and XXXIV, variable annuity guaranteed living benefits VAGLB, the NAIC Model Regulation for Group Annuity Separate Accounts, Actuarial Opinion and Memorandum Regulation [AOMR] revisions, and other current topics.

Description: Full version of The Financial Reporter, Issue No. 61, June 2005.

Description: Full version of The Financial Reporter, Number 42, June 2000.

Description: This session from the 1994 Valuation Actuary Symposium covers professional standards and the appointed actuary.

Description: Full version of The Financial Reporter, Number 43, September 2000.

Description: 1996 Valuation Actuary Symposium. In this session regarding state variations from standard law, the following topics were addressed: 1. The origin of the problem of state variations in valuation laws and an approach to resolve the problem. 2. Practical challenges faced in annual statement preparation. 3. The view of smaller companies and why some of the suggested solutions may not be appropriate for the smaller companies.

Description: This article intends to provide some background on how and when the state variation issues came about, why these issues present a challenge to the valuation actuary, what seems to be the current practice in dealing with these challenges, and how these issues can be addressed more effectively and efficiently in the future. From Society of Actuaries Financial Reporting Monograph, M-AS99-1.

Description: This session at the 1998 Valuation Actuary Symposium gives an overview of risk management. Two example company programs are described. The use of value at risk as a measure is discussed.

Description: At this session 4PD of the SOA Annual Meeting in New York the panel discusses issues stemming from an AAA study of valuation and insurance in 14 countries on 5 continents, and what the U.S. could learn from these findings. From the Record of the Society of Actuaries, Vol. 24, No. 3.