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  • The Financial Reporter
    interactions. I t allows one to identify and thereby direct more effort to key assumptions or variables to ... multiple life, h e a l t h , annuity and long-term care structures. I s s u e s raised by the ACLI included ...

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    • Authors: James W Lamson, Max Rudolph, Raymond Ted Schlude, John F Bevacqua, Ronald Harasym, Andres Vilms, Rebecca Wang, Michelle Smith, Tara J P Hansen, SARA L SKOKAN
    • Date: Sep 2003
    • Publication Name: The Financial Reporter
  • Life and Annuity Valuation Issues
    some key areas. The first principle is that the primary purpose of valuation is to protect policyholders ... payments made under these benefit provisions, both direct and net of reinsurance. Guideline MMM has been ...

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    • Authors: James W Lamson, Louis M Pirog, Edwin Reoliquio Raquel
    • Date: Sep 1997
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting
  • Statutory Reserving Update-Annuity Products
    after Actuarial Guideline 34. However, unlike the primary risk under AG 34, where the concern is providing ... future—that is, short-term market volatility—the primary concern for VAGLBs lies with both volatility and ...

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    • Authors: Donna Claire, James W Lamson, Jonathan Wooley
    • Date: Oct 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy
  • The Financial Reporter
    issues because of increased frequency of managed care organization insolvencies. Life & Health Actuarial ... and uncertainties across product lines, between primary and secondary benefits, and in reserving for multiple ...

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    • Authors: Anson Glacy, Larry M Gorski, Norman E Hill, James W Lamson, Donald Maves, Bruce Moore, Thomas Nace, David Sandberg, Shirley Hwei-Chung Shao, S Michael McLaughlin
    • Date: Jun 2000
    • Publication Name: The Financial Reporter
  • A Conceptual Analysis of Nonparticipating Life Insurance Gross Premium and Profit Formulas
    formulas dis- cussed, and (3) to demonstrate how the direct calculation of federal income tax as a cash outflow ... in the previous section in order to include a direct analysis of federal income tax in the profitability ...

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    • Authors: Robert L Collett, James W Lamson, David S Lee, Frank C Metz, Steven Sommer, Donald R Sondergeld, Hemant Tilak, James A Tilley
    • Date: Oct 1979
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance
  • Minimum Guaranteed Benefits on Variable Annuities
    of a risk mitigation hedging strategy that took care of that extreme tail only, but gave you more of ... you a little background, we've modeled our two primary products. One of those products is a product with ...

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    • Authors: J Gaule, James W Lamson, John M O'Sullivan
    • Date: Sep 2004
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities
  • Minimum Guaranteed Benefits for Variable Annuities: Implementing Guidelines
    You must subtract this net reserve from the direct reserve to determine the amount of the credit that ... necessary for the reserve net of reinsurance for the direct writer. However, since the assumed reserve is ...

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    • Authors: James W Lamson, Timothy Hill
    • Date: Sep 1999
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting
  • Minimum Guaranteed Benefits on Variable Annuities
    M group. I'll start the discussion by taking care of some old business, such as AG34 and AG39. Then ... after a few years. Remember that the only thing we care about is the worst surplus position along this ...

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    • Authors: James W Lamson, John M O'Sullivan, Timothy Hill
    • Date: Sep 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Public Policy
  • Minimum Guaranteed Benefits on Variable Annuities
    and move elsewhere. It's important to exercise care in using a static assumption when it's reasonable ... calculations because you have to derive these values on a direct basis, ignoring the reinsurance. Then you have ...

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    • Authors: J Gaule, Larry M Gorski, James W Lamson, John M O'Sullivan
    • Date: Jan 2005
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Update on Universal Life Reserves and Non-Forfeiture Values
    paying premiums and thought that he would be taken care of. The current NAIC proposal for some reason calls ... It was on purpose. Under Option B there are no direct charge limits. If you read the regulation you won't ...

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    • Authors: Douglas Doll, James W Lamson, Philip Polkinghorn
    • Date: Jun 1988
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Life Insurance>Universal life