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  • Life & Annuity Case Study: Lincoln Memorial Life Ins.
    Life & Annuity Case Study: Lincoln Memorial Life Ins. This case study is intended to educate insurance professionals on historical insurer impairments and insolvencies and possible future ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Demutualization: Filling the “GAAP” in Accounting
    Demutualization: Filling the “GAAP” in Accounting Demutualization: Filling the “GAAP” in Accounting by Darryl G. Wagner and Patricia E. Matson from The Financial Reporter, February 2000, Issue ...

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    • Authors: Darryl Wagner, Patricia Matson
    • Date: Feb 2000
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Property & Casualty Case Study
    Property & Casualty Case Study This case study is intended to educate insurance professionals on historical insurer impairments and insolvencies and possible future prevention indicators.

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Health Case Study: National States Insurance
    Health Case Study: National States Insurance This case study is intended to educate insurance professionals on historical insurer impairments and insolvencies and possible future prevention ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1
    Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1 This study is intended to educate insurance professionals on historical insurer impairments and insolvencies and possible ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • U.S. GAAP Update
    U.S. GAAP Update This presentation is an open forum, session 48OF, from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists focus on emerging ...

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    • Authors: Carol F Salomone, Darin Zimmerman, Patricia Matson
    • Date: Jun 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Reinsurance>Coinsurance
  • RBC C3 Phase II: Easier Said Than Done
    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted Life Risk-Based Capital Phase II Instructions, ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • I don’t have to worry about “PBR” for health insurance
    I don’t have to worry about “PBR” for health insurance This article provides an overview of the impact of the revisions to the Standard Valuation Law adopted by the NAIC in 2009 on accident and ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
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