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  • Negative IMR Considerations in a Higher Interest Rate Environment
    Negative IMR Considerations in a Higher Interest Rate Environment Interest Maintenance ... with the NAIC Annual Statement Instructions. The primary purpose of IMR is to spread the effect that after-tax ...

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    • Authors: Yuan Tao, Charles K Chacosky, Rey Malile
    • Date: Jun 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • PBR Impacts to Annuities
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... decisions 01 02 03 04 Discount rate methodology Direct iteration method or discount at NAER? Standard ...

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    • Authors: Yuan Tao, Joshua Chee, Albert Zlogar
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting>Statutory accounting