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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 ...- 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
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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 ...- 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
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Mental Illness and Its Impact on U.S. Mortality and Longevity
.. 12 1.2 Impact of COVID-19 on Mental Health Care ............................................... ... occurred to the delivery of mental health care. In-person care was limited or modified (to include personal ...- Authors: Rebecca Sheppard, Patricia Matson
- Date: Nov 2022
- Competency: External Forces & Industry Knowledge
- Topics: Demography
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Emerging Underwriting Methodologies and their Impact on Mortality Experience Delphi Study
receiving the documents from possibly multiple health care providers, and then reviewing the APS(s). The process ... issue the applicant did not share with their primary care physician. Generally, an APS provides important ...- Authors: Patricia Matson, Jack T Kerbeshian
- Date: Jul 2018
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Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
levels and between racial and ethnic groups. The primary purpose of this report is to review and summarize ... replacement ratios • Changes in utilization of long-term care insurance • Access, usage and value of annuities ...- Authors: Andrew Larocque, Patricia Matson
- Date: Mar 2022
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement
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Behavioral Science Report
segmentation and how that overlays distribution channels – direct to consumer mail, digital, agent phone sales, and ... that are more complex. An increasing number of direct insurance carriers are interested and asking about ...- Authors: Jack T Kerbeshian, Patricia Matson
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Life Insurance
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Product Matters! October 2007, Issue No. 69
consistent with the expec- tations of reinsurers and direct writers that were captured in the SOA’s preferred ... less tail risk than the protection product, but care should be taken not to over-generalize this conclusion ...- Authors: Jeffrey Beckley, Douglas Doll, Jeffery Dukes, Donna Claire, Mike Lombardi, Mike Boot, Catherine J Bierschbach, Patricia Matson, Robert Stone
- Date: Oct 2007
- Publication Name: Product Matters!
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The Financial Reporter
equivalence of the indirect (embed- ded value) and direct methods of computing the fair value of liabilities; ... regime- switching model for market returns. Their primary reasons for using what the AAA provided were that ...- Authors: Darin Zimmerman, Patricia Matson, Alfonso Gonzales, Andy Ferris, Don Wilson, Matthew Dale Clark
- Date: Sep 2006
- Publication Name: The Financial Reporter
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Yield Curve Extrapolation Methods
and drawbacks and prevalence of their use. The primary focus of the research is on the U.S. and Canada; ... includes life insurance, annuities, long-term care, guaranteed investment contracts, group annuities ...- Authors: Jack T Kerbeshian, Patricia Matson
- Date: Feb 2019
- Competency: External Forces & Industry Knowledge
- Topics: Enterprise Risk Management; Finance & Investments
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PBR, How Shall I Examine Thee? Let Me Count the Ways
for each policy is output from the system. The primary tasks involved in auditing or examining such a ... high-risk area because it has not histori- cally been a direct component of financial reporting, at least for ...- Authors: Patricia Matson, Andrew Rarus, Leslie Jones
- Date: Sep 2017
- Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Statutory accounting