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  • Dynamic Assumption-Setting for Variable and Non- Variable Annuities—Part 2
    Dynamic Assumption-Setting for Variable and Non- Variable Annuities—Part 2 Proposes an approach ... assumptions for living benefits using a combination of available experience data and predictive modeling ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities; Annuities>Equity-indexed annuities; Annuities>Expenses - Annuities; Annuities>Fixed annuities; Annuities>Group plans - Annuities
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    September 2017 Issue 110 4 | SEPTEMBER 2017 THE FINANCIAL REPORTER Using Relevant Experience Data ... raised the bar for setting assumptions and estab-lishing margins for material assumptions. Under PBR, ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Dynamic Assumption-Setting for Variable and Non-Variable Annuities
    Variable and Non-Variable Annuities Examination of full surrender and benefit utilization industry experience ... without Guaranteed Lifetime Withdrawal Benefits. Part 1 of 3 articles focuses on full surrenders and building ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2015
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Policyholder behavior - Annuities; Annuities>Variable annuities
  • Streamlining Actuarial Documentation and Testing Requirements
    Describes three-phase project to improve the efficiency of actuarial statutory reporting and review, ... including providing for electronic collection of key data. assumptions;asset adequacy analysis;statutory ...

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    • Authors: Mark Birdsall
    • Date: Mar 2015
    • Publication Name: The Financial Reporter
  • PBR Simplified Methods Project
    PBR Simplified Methods Project Summary of the SOA research project on PBR Simplified Methods. ... Project Summary of the SOA research project on PBR Simplified Methods. Describes the multi-risk scenario ...

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    • Authors: Mark Birdsall
    • Date: Apr 2019
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Whole life; Modeling & Statistical Methods>Conditional Tail Expectation; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Estimation methods; Modeling & Statistical Methods>Modeling efficiency; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models