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  • PBR Developments: What’s Going on with the Valuation Manual?
    PBR Developments: What’s Going on with the Valuation Manual? This article summarizes recent proposed changes to the Valuation Manual that might take effect for 2019 valuations for PBR business.

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    • Authors: Arnold Dicke, Leonard Mangini
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Actuaries Hold A Strong Hand In The Solvency Game
    Actuaries Hold A Strong Hand In The Solvency Game Discussion of solvency problems and the actuary's role in addressing them in the life insurance industry. Risk-based ...

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    • Authors: John Palmer
    • Date: Nov 1993
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values; Strategic Insight and Integration>Big picture view
    • Publication Name: The Actuary Magazine
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Governance; Finance & Investments>Capital management - Finance & Investments; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Public Policy; Reinsurance>Pricing - Reinsurance; Reinsurance>Reserving - Reinsurance
  • Reinsurance Considerations in the Determination of PBR Reserves
    Reinsurance Considerations in the Determination of PBR Reserves Key considerations when modeling reinsurance to calculate reserves under PBR as well as a case study examining the impact of ...

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    • Authors: Chris Whitney, Gregory Mackenzie
    • Date: Nov 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Reinsurance News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Reinsurance>Reserving - Reinsurance
  • PBA Corner
    PBA Corner Article outlining the recent activity of the NAIC Life Actuarial Task Force LATF VM-20 Subgroup activities and the Academy’s Life Reserve Working Group dealing with feedback from the ...

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    • Authors: Karen Rudolph
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Life Valuation Issues XXX/Regulation 147
    Life Valuation Issues XXX/Regulation 147 Presented at September 1995 Valuation Actuary Symposium. This presentation will cover differences in Regulation XXX and Regulation 147, possible new ...

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    • Date: Sep 1995
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • ACLI Update
    ACLI Update Changes to AG 43 and what that might mean for tax purposes. Also, summary of IRS Notice 2016-63 (provides safe harbor tax guidance on use of 2017 CSO tables). PBR;Taxes;Annuity ...

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    • Authors: Pete Bautz, Mandana Parsazad, Regina Y Rose
    • Date: Feb 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Influence decisions
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • PBA Corner
    PBA Corner Feature article discussing the Life Actuarial Task Force (LATF) recent exposure of the National Association of Insurance Commissioners’ (NAIC) Valuation Manual. ;; Financial reporting; ...

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    • Authors: Karen Rudolph
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR
    Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR Article discusses VM-31 requirements and actuarial report overview. Actuarial Standards ...

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    • Authors: Gaurav Rastogi
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice; Life Insurance>Reserves - Life Insurance