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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 ...- 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
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Variable Annuity Reserve and Capital Reforms: Key Implementation and Reporting Issues
closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... rates for accumulated deficiencies • NAER or Direct Iteration? General account assets and scenarios ...- Authors: Yuan Tao, Parul Bhatia, Zohair Motiwalla
- Date: Aug 2020
- Competency: External Forces & Industry Knowledge
- Topics: Annuities; Annuities>Variable annuities
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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 ...- 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
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Updates on PBR for Annuities
Updates on PBR for Annuities The NAIC has adopted revised VM-21 and AG43 for variable annuities, ... decisions 1 2 3 4 5 Discount rate methodology Direct iteration method or discount at NEAR? Standard ...- Authors: Yuan Tao
- Date: Nov 2019
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Annuities>Variable annuities
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Session 31: Impact of FASB Targeted Improvements (ASU 2018-12) on VA/FIA Product Development and In-force Management
Session 31: Impact of FASB Targeted Improvements (ASU 2018-12) on VA/FIA Product ... closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ...- Authors: Robert E Winawer, Kenneth Scott Birk, Yuan Tao
- Date: Jun 2019
- Competency: External Forces & Industry Knowledge
- Topics: Financial Reporting & Accounting
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FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force MaFASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force Managementnagement
FASB Long Duration Targeted Improvements Impact on VA and FIA Product Development and In-Force ... “single A”) Non-par term and whole life, long-term care/disability, immediate/payout annuities Market ...- Authors: Kenneth Scott Birk, Yuan Tao
- Date: Sep 2019
- Competency: External Forces & Industry Knowledge
- Publication Name: Product Matters!
- Topics: Annuities; Annuities>Equity-indexed annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]