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  • Rightsizing the Floor Interest Rate Rules of Sections 7702 and 7702A
    manner to support holding life insurance for one’s lifetime. In short, the enacted rules were not designed ... 2020 by President Trump (the “Act”).[8] The Act’s changes apply to contracts issued after Dec. 31, 2020 ...

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    • Authors: Brian King, Craig R Springfield, Robert A Fishbein
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Whole life; Public Policy; Public Policy
  • What is Unfair Discrimination in General Insurance Rating? A Regulator’s Perspective
    Discrimination in General Insurance Rating? A Regulator’s Perspective What makes a rate excessive, inadequate ... law? Remarkably, even though each of Pennsylvania’s property and casualty rate regulatory acts and its ...
    • Authors: MICHAEL PATRICK MCKENNEY
    • Date: Dec 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions
    • Publication Name: General Insurance Insights
    • Topics: General Insurance (Property & Casualty)>Pricing/ratemaking - General Insurance; Public Policy
  • NAIC Summer 2023 Meeting: The SOA Presents on New Experience Studies and FSA Pathway Enhancements
    Pathway Enhancements An article recapping the SOA's participation in the NAIC Summer 2023 meeting. National ... Analysis and Modeling, and SOA volunteer with the Mortality and Longevity Oversight Advisory Council, presented ...

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    • Authors: Society of Actuaries
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Public Policy; Public Policy; Public Policy
  • ACLI Update
    scaled-back version of the reconciliation legislation’s revenue provisions that were approved by the House ... year. The following is a summary of some of the Bill’s provisions of most interest to life insurers. Corporate ...

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    • Authors: Mandana Parsazad, Regina Y Rose, Ryan Derry
    • Date: Nov 2021
    • Competency: Strategic Insight and Integration
    • Publication Name: Small Talk
    • Topics: Public Policy; Public Policy; Public Policy
  • Essays - Risk Management: The Current Financial Crisis, Lessons Learned and Future Implications
    Implications This is the SOA website page displaying the table of contents for Risk Management: The Current Financial ... InstanceEndEditable --> <!-- InstanceBeginEditable name="Table" --> Download Complete Essay Download Complete Essay ...

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    • Authors: Society of Actuaries
    • Date: Dec 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Economics; Enterprise Risk Management; Public Policy
  • A Spectrum of Solutions Series: Part 1—Non-public Options
    policies, Retiree medical, Reverse mortgage, Alzheimer's disease and dementia, Chronic illness management ... shopper’s guide[1] breaks down costs of care (as of 2019) into three buckets, as shown in Table 1. These ...

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    • Authors: Nathan Worrell
    • Date: Jan 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Long-term Care; Public Policy; Public Policy; Long-term Care>Funding - Long-term Care
  • Effective Systemic Risk Management for the Insurance Industry
    class concentration, non-transparency of a company’s balance sheet, and asset/liability duration and liquidity ... concentration, and lack of transparency in the company’s balance sheet. The credit default swaps were essentially ...

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    • Authors: Scott Houghton
    • Date: Feb 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Life Insurance; Public Policy; Public Policy
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