Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Session 179: What Do I Need to Know if I'm Not Implementing PBR?

    Session 179: What Do I Need to Know if I'm Not Implementing PBR? Companies exempt from PBR can benefit by borrowing ideas and lessons learned from companies that perform and operate in a PBR ...

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    • Date: Mar 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Session 18 - Company Tax: Domestic and International Implications of Tax Reform

    Session 18 - Company Tax: Domestic and International Implications of Tax Reform This session will provide an update on international implications of current tax developments affecting the life ...

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    • Authors: Jean Baxley, Surjya Mitra,
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Session 49 - Practical Perspectives from VM-20 Implementations Workshop

    Session 49 - Practical Perspectives from VM-20 Implementations Workshop With the halfway point of the transition period in the rear view mirror, many companies are well underway with their VM-20 ...

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    • Authors: Thomas Bruns, Timothy Cardinal, Reanna Nicholsen, Laura Hanson, John Robinson, Dylan Strother
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • NAIC Receives Morbidity Table for Credit Disability

    NAIC Receives Morbidity Table for Credit Disability NAIC Receives Morbidity Table for Credit Disability Credit insurance;Disability insurance;Disabilty rates=Disability tables; 10072 1/1/2001 12: ...

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    • Authors: Steven Ostlund
    • Date: Jan 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Financial Reporting & Accounting>Statutory accounting; Health & Disability>Disability tables
  • Report on Premium Persistency Assumptions of Flexible Premium Universal Life Products

    Report on Premium Persistency Assumptions of Flexible Premium Universal Life Products This article gives the highlights of the 88-page report including detailed assumptions for products including ...

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    • Authors: Carl Friedrich, Donna Christine Megregian, Susan Saip
    • Date: Oct 2012
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance
  • 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
  • A Refreshed Look at Assumption Development

    A Refreshed Look at Assumption Development Hot topics and emerging trends in assumption development in US life insurance companies Assumptions;Audits;Predictive modeling;PBR;Product development ...

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    • Authors: Min Mercer, Michael Kwan Yu Chan
    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation
    • Publication Name: Product Matters!
    • Topics: Enterprise Risk Management>Governance; Experience Studies & Data; Financial Reporting & Accounting>Statutory accounting; Predictive Analytics
  • To Admit Or Not To Admit — Is That The Question?

    To Admit Or Not To Admit — Is That The Question? To Admit Or Not To Admit — Is That The Question? by Kenneth W. Faig, Jr. from The Financial Reporter, March 2001, Issue No. 45. Premiums; 9118 3/1 ...

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    • Authors: Kenneth W Faig
    • Date: Mar 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • PBA Corner

    PBA Corner Summarizes the efforts to complete the Valuation Manual by March 2010, for the NAIC's March meeting. Asset modeling;Life reserves;Principles-based reserves=PBR;Interest rate ...

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    • Authors: Karen Rudolph
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • ULSG AG38 Valuation Research Report

    ULSG AG38 Valuation Research Report Feature article discussing the results of a recent ULSG AG38 Valuation Research Report. Accounting standards;Financial reporting;Life reserves;Statutory ...

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    • Authors: Craig Roberts
    • Date: Jun 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting