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  • Session 15 - Update on AG 43 and C3 Phase 2 Revisions
    Session 15 - Update on AG 43 and C3 Phase 2 Revisions The NAIC has adopted revisions on Actuarial Guidelines 43 and C3 Phase II for Variable Annuities ("NAIC VA Reform"), effective January ...

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    • Authors: Zohair Motiwalla, Lance Berthiaume, Yuan Tao, Nicholas Carbo, Stephen Matthew Tizzoni FSA,MAAA
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting
  • Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing
    Potential Impact of Non-Variable Annuity PBR on Fixed Indexed Annuity Pricing This article analyzes, understands, and discusses the impact of the upcoming Principle-Based Reserving (PBR) on ...

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    • Authors: Zohair Motiwalla, Karthik Yadatore, Aatman Dattani
    • Date: Feb 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting