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  • PBR Impacts to Annuities
    projection Prior framework Revised framework 17© Oliver Wyman Prior framework • Setting aside voluntary ... Considerations and Allocation 16) Capital Considerations 17) VM-31 Disclosures 18) Experience Reporting 19) ...

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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
  • Session 15 - Update on AG 43 and C3 Phase 2 Revisions
    Session 15 - Update on AG ... 000 10,000 12,000 14,000 16,000 18,000 7 17 27 37 47 57 67 77 87 97 Po lic y Co un t Policy ... Choose your session (15) 13 14 15 16 17 18 19 20 21 © Oliver Wyman 2019 SOA ...

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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