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  • Determining VM-20 Mortality for Accelerated Underwriting
    Determining VM-20 Mortality for Accelerated Underwriting As companies implement PBR, this article outlines challenges regarding the treatment of accelerated underwriting under VM-20 and in light ...

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    • Authors: Matthew Monson, Benjamin Slutsker, Mark Sayre
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Underwriting - Life Insurance
  • Defining the Details: Intricacies of PBR Disclosures
    Defining the Details: Intricacies of PBR Disclosures This article summarizes VM-31 updates to the 2018 and 2019 Valuation Manuals, and considerations for PBR Reports based on findings from the ...

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    • Authors: Benjamin Slutsker, Rachel Hemphill, Hugues Fontaine
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • VM-31 - Modifications and findings for 2020 PBR reports
    VM-31 - Modifications and findings for 2020 PBR reports This article summarizes the key changes to VM-31 requirements in the 2020 version of the Valuation Manual for both life and variable ...

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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
  • Asset Modeling Challenges for VM-20 Projections
    Asset Modeling Challenges for VM-20 Projections This article describes methods for addressing technical challenges related to modeling asset cash flows for PBR reserve projections. asset ...

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    • Authors: Benjamin Slutsker, Reanna Nicholsen, Jason Kehrberg
    • Date: Mar 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling