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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 ...

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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
  • Summary of the September 2008 NAIC Meeting
    Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting held in September of 2008 ...

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    • Authors: Donna Claire
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations
    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory ... reports the maximum statutory valuation and nonforfeiture interest rates for 1999 issues of selected ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Summary of the Life and Health Actuarial Task Force Meeting – September, 2003
    Summary of the Life and Health Actuarial Task Force Meeting – September, 2003 Summary of the Life and ...

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    • Authors: Larry M Gorski
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • 2001 CSO Table—The Road to 2009
    2001 CSO Table—The Road to 2009 A discussion of the development, key elements, applications, and implementation ... implementation process of the 2001 CSO Tables for individual life insurance policies for computing minimum ...

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    • Authors: William Carroll
    • Date: Jul 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • A Refreshed Look at Assumption Development
    Refreshed Look at Assumption Development: Recap of the SOA Assumption Development and Governance Group ... Chan ernance bodies, the two areas are closely interrelated. In line with the Group’s calls last year ...

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    • Authors: Min Mercer, Michael Kwan Yu Chan
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: Product Matters!
    • Topics: Enterprise Risk Management>Governance; Experience Studies & Data; Financial Reporting & Accounting>Statutory accounting; Predictive Analytics
  • The New 2001 CSO: Implications for Universal Life Plans
    The New 2001 CSO: Implications for Universal Life Plans The New 2001 CSO: Implications for Universal ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC; 10450 1/1/2002 12:00:00 ...

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    • Authors: Nancy Winings
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Statutory Valuation Interest Rates for Life Insurance and Annuity Products
    Insurance and Annuity Products This article reports the maximum statutory valuation and nonforfeiture interest ... rates for calendar year 2004 issues of life insurance products and the maximum statutory valuation interest ...

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    • Authors: David G Whittemore
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations
    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to adopt the model ... for the 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Summary of June 2009 NAIC/LHATF Meeting
    Summary of June 2009 NAIC/LHATF Meeting Discussion of events of a the June 2009 NAIC/LHATF meeting ... rates=Mortality tables=Death rates ;National Association of Insurance Commissioners=NAIC;Principles-based ap ...

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    • Authors: Donna Claire
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Public Policy