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Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues
Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues VA reserve ... discuss disclosure requirements as well as the PBR report requirements. Overall focus on decisions to be ...- Authors: Yuan Tao, Parul Bhatia, Zohair Motiwalla
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities
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PBR Impacts to Annuities
PBR Impacts to Annuities ... There has been significant discussion of PBR for Life Insurance, but there has also been progress in development ...- Authors: Yuan Tao, Joshua Chee, Albert Zlogar
- Date: May 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting
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Negative IMR Considerations in a Higher Interest Rate Environment
aims to examine these questions. IMR Background All life, accident, and health insurers domiciled in the ... into investment income over the expected remaining life of the investments sold. IMR is calculated and amortized ...- Authors: Yuan Tao, Charles K Chacosky, Rey Malile
- Date: Jun 2023
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
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Updates on PBR for Annuities
lapses Revised frameworkCurrent framework • Mortality is 70% of 1994 GMDB through age 85 graded to ... • Distinct assumptions for 403(b) business • Mortality is 2012 IAM Basic with scale G2, with multipliers ...- Authors: Yuan Tao
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
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Session 58 - Setting Assumptions for Annuities under VM-21
Session 58 - Setting Assumptions for Annuities under VM-21 This session will cover assumption ... holder behavior assumptions, prudent estimate mortality assumptions and measuring credibility. annuity ...- Authors: Guillaume Briere-Giroux, Yuan Tao, Stephen Matthew Tizzoni FSA,MAAA
- Date: Sep 2019
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Technology & Applications>Analytics and informatics
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FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force MaFASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force Managementnagement
FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force ... significant GAAP accounting change impacting the life insurance industry in the past 40 years. This article ...- Authors: Kenneth Scott Birk, Yuan Tao
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
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Session 31: Impact of FASB Targeted Improvements (ASU 2018-12) on VA/FIA Product Development and In-force Management
Birk, FSA, CERA, MAAA Global Atlantic Financial Group May 20, 2019 Disclaimer: This presentation gives ... and are not endorsed by Global Atlantic Financial Group or its affiliates. SOCIETY OF ACTUARIES Antitrust ...- Authors: Robert E Winawer, Kenneth Scott Birk, Yuan Tao
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting
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Session 15 - Update on AG 43 and C3 Phase 2 Revisions
Prescribed assumptions Mortality Follows the IAM 2012 Basic Mortality table with indefinite Scale ... Scale G2 improvement relative to 2012 Mortality scalars which vary by presence of VAGLBs and attained ...- Authors: Zohair Motiwalla, Lance Berthiaume, Yuan Tao, Nicholas Carbo, Stephen Matthew Tizzoni FSA,MAAA
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting