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  • Health Case Study: National States Insurance
    Insolvency  Pricing inadequacies for Long‐Term Care (LTC) insurance, particularly in the FL market ... The Company’s primary lines of business were accident and health, long‐term care, and whole‐life insurance ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1
    Actuarial ... Note: Long-term care is abbreviated as “LT Care” or “LTC” throughout this report. ... Analysis Some insurer insolvencies point to one primary causal driver, such as fraud. A majority of the ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • U.S. GAAP Update
    probably the easiest implementation option for any direct writing company because at any time it's easy ... that if you do profits followed by losses on a direct basis, you have a reserve, and if you do it net ...

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    • Authors: Carol F Salomone, Darin Zimmerman, Patricia Matson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Reinsurance>Coinsurance
  • Life & Annuity Case Study: Lincoln Memorial Life Ins.
    Relative to all life insurers, based on direct written premium and annuity consideration as of ... Memorial’s largest state was Missouri, based on 2007 direct premium, followed by Ohio and Iowa. The Company ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • I don’t have to worry about “PBR” for health insurance
    Application of Asset Adequacy Testing to Long- Term Care Insurance Reserves (AG 51)” be incorporated and ... reserving standards for short- term and long- term care policies. Also, there are complexities that are ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • Property & Casualty Case Study
    Property & Casualty Case Study This case study is intended to educate insurance professionals ... BancInsure’s largest state, based on 2010 direct premium, was Oklahoma, followed by Texas and Nebraska ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management