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Managing Investment Risks in Contractual Designs
Life and annuity markets around the world have seen increasingly complex investment-combined products ... annuities, variable annuities with a wide variety of guaranteed benefits, indexed variable annuities, ...- Authors: Runhuan Feng, Longhao Jin
- Date: Nov 2021
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Expanding Horizons
- Topics: Annuities; Annuities>Capital - Annuities; Annuities>Guaranteed living benefits; Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Modeling & Statistical Methods; Annuities>Deferred annuities; Annuities>Living / Death benefit riders
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Section 807(f)-Tax Impact of Statutory Reserve Change
Section 807(f)-Tax Impact of Statutory Reserve Change Interplay of §807(f) and the stat cap in §807(d) as ... change to the stat reserve could be subject to §807(f). 807(f) adjustments ;corrections of errors;changes ...- Authors: Sheryl Flum, Elizabeth Petrie, Frederick Campbell-Mohn
- Date: Jun 2017
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
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Life and Annuity Valuation Issues
Issues This session at the 2004 Valuation Actuary Symposium provides an overview of statutory valuation ... valuation issues for life and annuity products including the Actuarial Opinion and Memorandum Regulation, variable ...- Authors: Thomas Campbell, Meredith Ratajczak, Kory Olsen
- Date: Sep 2004
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws
Implications of Proposed Revisions of the Standard Valuation and Nonforfeiture Laws This 1977 panel ... panel discussion focused on the implications of proposed revisions of the standard valuation and nonforfeiture ...- Authors: Robert M Chmely, Charles Greeley, Richard Minck, John O Montgomery
- Date: Oct 1977
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Pensions & Retirement; Pensions & Retirement>Pension legislation and regulation; Public Policy
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Report of the Committee to Recommend a New Mortality Basis for Individual Annuity Valuation Derivation of the 1983 Table a
Report of the Committee to Recommend a New Mortality Basis for Individual Annuity Valuation Derivation ... Derivation of the 1983 Table a This report presents the formal recommendation for a new mortality basis for ...- Authors: Society of Actuaries
- Date: Jan 1981
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Transactions of the SOA
- Topics: Annuities>Group plans - Annuities; Annuities>Individual annuities; Annuities>Reserves - Annuities; Experience Studies & Data>Mortality
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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 ... analyzes, understands, and discusses the impact of the upcoming Principle-Based Reserving (PBR) on non-variable ...- 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
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Z-Factor Analysis Under A Principles-Based Approach For U.S. Life Insurance Products
retained by the Society of Actuaries SOA to perform certain actuarial analyses with respect to the Z-Factor ... PBA, the Z-Factor is a measure of margin in excess of the best estimate assumptions embedded in the statutory ...- Authors: John Roeger, Yiping Yang
- Date: Oct 2007
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
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Actuarial Guideline: XLIII Statutory and Tax Issues
Actuarial Guideline: XLIII Statutory and Tax Issues February 2010 ... Supplement to the Taxation Section newsletter, Taxing Times. Extensive discussion of the issues in computing ...- Authors: Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Taxing Times
- Topics: Annuities>Reserves - Annuities
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Valuation and Nonforfeiture Developments
reports of The Society's Special Committees on Valuation and Non-forfeiture, report of The Special ... Special Committee on Valuation of Canadian Companies, and some reflections on valuation and related problems ...- Authors: Ardian Gill, Richard Humphrys, John C Maynard, Richard Minck
- Date: May 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits
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Valuation and Nonforfeiture Developments
nonforfeiture developments. Topics covered include purpose of Society's Committee on Valuation and Related ... developments, industry studies in the United States, report of the Society's Special Committee on ...- Authors: E Paul Barnhart, John K Booth, Waid J Davidson, Harold B Leff, Charles F B Richardson
- Date: Jun 1977
- Competency: Technical Skills & Analytical Problem Solving
- Publication Name: Record of the Society of Actuaries
- Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Public Policy