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  • How Does the Emerging Principle-based Reserving Framework for Non-variable Annuities Compare to Market Risk Benefits Under Long-duration Targeted Improvements?
    How Does the Emerging Principle-based Reserving Framework for Non-variable Annuities Compare to Market Risk Benefits Under Long-duration Targeted Improvements? This article helps companies better ...

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    • Authors: Ryan Laine, Sean Paul Abate, Ben Hanley, Gene Paul Del Castillo San Valentin (Paul), Angela McShane
    • Date: Jun 2023
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018
    Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018 Recommendation for a set of improvement factors to be used in conjunction with the 2008 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea
    Session 137: Pension Plan Hibernation: Don't Poke the Sleeping Bea Near the end of a pension plan's lifespan, after benefit accruals have ceased and the plan has reached fully funded status, ...

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    • Authors: Brett Dutton, Rene Martel, Hilja Viidemann
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Product development - Life Insurance; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans
  • T3: TAXING TIMES Tidbits
    T3: TAXING TIMES Tidbits A discussion about premium deficiency reserves and tax regulations for employer-owned insurance contracts Acquisition expenses;Internal Revenue Service=IRS;Life reserves; ...

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    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • New Credit Life Insurance Valuation Standard in the Making
    New Credit Life Insurance Valuation Standard in the Making This article discusses the project to develop a new Credit Life Insurance valuation standard. Credit insurance;Life reserves;Mortality ...

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    • Authors: Steven Ostlund
    • Date: May 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • Nonforfeiture and Valuation Concerns in the 1980's
    Nonforfeiture and Valuation Concerns in the 1980's This 1980 session covers amendments to the SNL and SVL and the anticipated revision to the CSO Mortality Table. Questions discussed: ...

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    • Authors: John C Angle, Ardian Gill, Richard S Miller, William K. Nicol
    • Date: Apr 1980
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Public Policy
  • VM-20 Game Changer: Mortality Aggregation
    VM-20 Game Changer: Mortality Aggregation The 2020 edition of the Valuation Manual permits mortality data aggregation thereby enhancing credibility but also has accompanying requirements and ...

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    • Authors: Timothy Cardinal
    • Date: May 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Mortality Improvement Rates for AG-38 for Year-End 2018
    Mortality Improvement Rates for AG-38 for Year-End 2018 Recommendation for a set of improvement factors to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic ...

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    • Authors: Marianne C Purushotham
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
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