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  • My Expectations of Appointed Actuaries for Smaller Life Insurance Companies
    My Expectations of Appointed Actuaries for Smaller Life Insurance Companies Written from a regulatory perspective, the article covers the purpose of regulation and some regulatory expectations.

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    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting
  • Right-Sizing: A PBA Implementation Guide
    Right-Sizing: A PBA Implementation Guide This article calls to attention the more modest needs of smaller companies contained in the PBA Implementation Guide. PBA;PBR 6442453885 3/1/2014 12:00:00 ...

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    • Authors: Timothy Cardinal, Steven Stockman
    • Date: Mar 2014
    • Competency: External Forces & Industry Knowledge; Professional Values>Practice expertise
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Introducing the Representative Scenarios Method - Part 1
    Introducing the Representative Scenarios Method - Part 1 Introducing the Respresentative Scenarios Method, the Motivation and Goals, how the methodology works, and what key information can be ...

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    • Authors: Mark Birdsall, Stephen Strommen
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • The Status of Proposed New Actuarial Opinion and Memorandum Regulation
    The Status of Proposed New Actuarial Opinion and Memorandum Regulation Author discusses how the proposed new AOMR will affect small companies. Asset valuation; 11150 5/1/2001 12:00:00 AM ...

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    • Authors: James Thompson
    • Date: May 2001
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Small Talk
    • Topics: Finance & Investments>Asset liability management; Financial Reporting & Accounting>Statutory accounting
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012 An update on the principle-based reserves (PBR) process and possible valuation manual adoption, with recommendations ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • In Good Times and Bad, We are Actuaries
    In Good Times and Bad, We are Actuaries Article about how all the changes have not really affected our basic work. By Jonathan Pollio Small Talk, March 2021 On New Year’s Eve 2019, I watched ...

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    • Authors: Jonathan M Pollio
    • Date: Mar 2021
    • Competency: Communication; Professional Values
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • The Model Audit Rule – It’s Not SOX, but It Has a Punch!
    The Model Audit Rule – It’s Not SOX, but It Has a Punch! A discussion of compliance with Model Audit Rule, MAR, deadlines, including requirements over auditor independence and corporate ...

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    • Authors: Philip Ferrari
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting
  • Chairpersons Corner Another Good Year for SmallCo
    Chairpersons Corner Another Good Year for SmallCo A review of the major activities and accomplishments of the Smaller Insurance Company Section over the last year. Principles-Based Reserves; ...

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    • Authors: Mark C Rowley
    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • RBC Updates
    This article provides a description of three factor updates for the NAIC Risk-Based Capital that will take effect in 2012.

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    • Authors: Douglas Brown
    • Date: Nov 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting
  • Codification Coming Your Way
    Codification Coming Your Way This article gives an overview of the NAIC codification project, which describes procedures and methods for compiling statutory financial statements. A number of ...

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    • Authors: R Thomas Herget
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting