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  • U.S. Life Company Taxation
    U.S. Life Company Taxation Panelists discuss: [1] the tax implication of NAIC changes to reserving requirements, [2] the new NAIC Valuation of Life Insurance Policies Model Regulation [Reg. XXX], ...

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    • Authors: Michael Eckman, Arthur Panighetti, Edward Robbins, Brian Bernard Kavanagh
    • Date: Oct 1997
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • Making an Actuarial Opinion
    Making an Actuarial Opinion From the 1985 Valuation Actuary Symposium. A discussion of the principles that should be part of a life insurance valuation. Also discussion of emerging ...

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    • Authors: Allan Affleck, Robert D Hogue
    • Date: Jan 1985
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Committee Report of Advisory Subgroup I for Regulations on Actuarial Opinion and Memorandum in New York
    Committee Report of Advisory Subgroup I for Regulations on Actuarial Opinion and Memorandum in New York This report, prepared by Advisory Subgroup I, was included as Appendix 3 of the 1987 ...

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    • Authors: Donna Claire
    • Date: Sep 1987
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • The Valuation Actuary – 1991 Developments
    The Valuation Actuary – 1991 Developments Panelists discuss many developments over the year 1991 that impact the valuation actuary. Session 1 of the 1991 Valuation Actuary Symposium. Financial ...

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    • Authors: Douglas Doll, Donna Claire, Steven A Smith, Sheldon Summers, William T Bryan
    • Date: Jan 1991
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Developing Confidence in Results of Multiscenario Testing
    Developing Confidence in Results of Multiscenario Testing Discusses multi-scenario [stochastic] cash-flow testing for adequacy of reserves. Session 2 of the 1991 Valuation Actuary Symposium.

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    • Authors: Jacqueline M Keating, Donna Claire, Gordon E Klein
    • Date: Jan 1991
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Interrelationship Between Statutory Formula Reserves and Valuation Actuary Reserves
    Interrelationship Between Statutory Formula Reserves and Valuation Actuary Reserves 1988 Valuation Actuary Symposium. In this session the presenter discussed the interrelationship between ...

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    • Authors: Steven A Smith
    • Date: Jan 1988
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities>Reserves - Annuities; Public Policy
  • ACLI Update Column
    ACLI Update Column Update from the ACLI about its continued contact with Treasury relating to AG VACARVM and Life PBR. Annuity reserves;Life reserves;Principles-based reserves=PBR;Variable ...

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    • Authors: Bill Elwell
    • Date: Feb 2008
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • From the Editor – A Great Start to 2009
    From the Editor – A Great Start to 2009 This article discusses how new and current industry tax topcs can educate the Taxation Section membership. Taxes=Taxation;Variable annuities; 11559 2/1/ ...

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    • Authors: Brian King
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Actuarial Profession>Professional development; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Tax accounting
  • Actuarial Guideline: XLIII Statutory and Tax Issues
    Actuarial Guideline: XLIII Statutory and Tax Issues February 2010 Supplement to the Taxation Section newsletter, Taxing Times. Extensive discussion of the issues in computing statutory and tax ...

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    • Authors: Application Administrator
    • Date: Feb 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities
  • Annuity Mortality- Discussion papers
    Annuity Mortality- Discussion papers These are submitted discussion papers on the paper, 'Annuity Mortality' by Walter G. Bowerman. Annuity reserves;Demographics;Differential ...

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    • Authors: Edward A. Lew, Wilmer A Jenkins, B Franklin Blair, W Rulon Williamson, Walter G Bowerman, William H. Kelton
    • Date: Nov 1950
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities; Experience Studies & Data>Mortality