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  • RBC C3 Phase II: Easier Said Than Done
    Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted ... variable annuity contracts. Adopted by the NAIC on October 14, 2005, the new requirements are effective for ...

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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
  • 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 ...

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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
    States Insurance Company (“National States” or “the Company”) April 1, 2010: Status—Rehabilitation ... Causes of Insolvency  Pricing inadequacies for Long‐Term Care (LTC) insurance, particularly in the FL market ...

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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 ... by Darryl G. Wagner and Patricia E. Matson from The Financial Reporter, February 2000, Issue No. 41.

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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]
  • U.S. GAAP Update
    from the 2004 Spring Meeting of the Society of Actuaries, held June 14-15 in San Antonio, TX. The panelists ... accounting issues, and the implementation issues encountered by affected companies. The panelists discuss ...

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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
  • Property & Casualty Case Study
    DY   Red Rock Insurance Company (“Red Rock” or “the Company”) formerly BancInsure, Inc. March 13, ... August 21, 2014: Status—Liquidation Root Causes of Insolvency  Poor underwriting results related to ...

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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
  • 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 ...

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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
  • Life & Annuity Case Study: Lincoln Memorial Life Ins.
    Memorial Life Insurance Company (“Lincoln Memorial” or “the Company”) May 14, 2008: Status—Rehabilitation ... September 22, 2008—Status: Liquidation Root Causes of Insolvency  Fraud—Policyholder funds were not placed ...

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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