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  • Administration of the "Material Change" Rules: Meeting the Challenge
    Administration of the "Material Change" Rules: Meeting the Challenge This article is a companion to “They Go Bump in the Night: Life Insurance Policies and the Law of Material Change,” ...

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    • Authors: Christian J DesRochers, Brian King
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • AG 38, ULSG and the Spirit of XXX
    AG 38, ULSG and the Spirit of XXX An extensive look at Actuarial Guideline 38, "The Application of the Valuation of Life Insurance Policies Model Regulation." Life ...

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    • Authors: Kristin R Norberg
    • Date: Feb 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Tax Implications of Applying Principles-Based Reserves Retroactively
    Tax Implications of Applying Principles-Based Reserves Retroactively This article explores the complexities and potential problems with respect to tax reserves that could result from a ...

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    • Authors: Kory Olsen
    • Date: May 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance; Public Policy
  • 2017-modern-deterministic-scenarios
    2017-modern-deterministic-scenarios 6442478537 9/11/2017 1:52:07 PM ...
    • Date: Sep 2017
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting; Life Insurance
  • Economic Scenario Generator - Investment Section Web Series Session #1
    Fundamentals & Hot Topics This session will cover the following points: 1. Introduction: ESG Basics, What is Risk Neutral and Real World? 2. Interest Rate Modeling 3. Equity and Private ...

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    • Authors: Stephen Strommen, Hal Pedersen, David Schraub, Pawel Lojko, Sohini Chowdhury
    • Date: Jun 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Economics; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Modeling & Statistical Methods
  • 2021 Life Meeting - Session 4E: LDTI Earnings Analysis for Life Products 8.31.21 Recording
    Many public companies have completed or are close to completing LDTI implementations. With parallel testing and comparative financials runs remaining before the LDTI 'go live' date, now is ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Life Insurance
  • 2021 Life Meeting - Session 7D: Emerging Trends in Lapse and Mortality for Life Products 9.1.21 Recording
    Key findings from most recent industry experience on mortality and lapse experience for life insurance products will be shared during this session. Industry experience will include information ...

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    • Authors: Society of Actuaries
    • Date: Sep 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Financial Reporting & Accounting; Life Insurance; Predictive Analytics
  • Discussion - Group Conversion Charges - Accounting for Annual Statement
    Discussion - Group Conversion Charges - Accounting for Annual Statement This is a short response to the paper, 'Group Conversion Charges - Accounting for Annual Statement' by Dickinson ...

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    • Authors: Donald C Pailler
    • Date: Nov 1956
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Financial Reporting & Accounting; Life Insurance
  • Individual Life Insurance
    Individual Life Insurance This session from the 1983 SOA Spring Meeting discusses individual life insurance including the changing markets, distribution systems, products, regulation, and taxes.

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    • Authors: William Britton, Paul J Overberg, Marjorie Rosenberg, Jesse M Schwartz, Lawrence Silkes
    • Date: Apr 1983
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance
  • Let's Make a Deal: Life and Health Mergers and Acquisitions
    Let's Make a Deal: Life and Health Mergers and Acquisitions In session 51CS of the Maui I Spring Meeting the Panel describes what every actuary should know about mergers and acquisitions in ...

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    • Authors: Charles Carroll, Herbert E Goodfriend, William R Horbatt
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance