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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  • PBA Corner

    PBA Corner Update on State Adoption of SVL, NY Reg 147, 179, LICONY's response, ACLI small co exemption proposal statutory reserves;statutory valuation;risk measure 6442457441 9/1/2014 ...

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    • Authors: Karen Rudolph
    • Date: Sep 2014
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Generalized Gerber-Shiu Function in Piecewise-deterministic Markov Processes

    Generalized Gerber-Shiu Function in Piecewise-deterministic Markov Processes This paper proposes a more generalized Gerber-Shiu G-S function which contains both the G_S expected discounted ...

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    • Authors: Runhuan Feng
    • Date: Jan 2008
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Markov Chain
  • Negative IMR Considerations in a Higher Interest Rate Environment

    Negative IMR Considerations in a Higher Interest Rate Environment Interest Maintenance Reserve ("IMR") has become a hot topic recently due to rising interest rates, causing decreases or ...

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    • Authors: Yuan Tao, Charles K Chacosky, Rey Malile
    • Date: Jun 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting
  • Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World

    Session 75 - Evolving the Role of the Valuation Actuary in a Principles-Based World Principle-based reserving requires modeling assets and liabilities across a range of scenarios to assess the ...

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    • Authors: Heather Gordon, Philip Rant, John Robinson, Chris Whitney
    • Date: Sep 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models
  • Principle-Based Reserve Projection Questions, Answered!

    Principle-Based Reserve Projection Questions, Answered! As the portion of inforce business valued under PBR grows, it becomes increasingly important to not only calculate reserves for ...

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    • Authors: Dylan Strother, Kevin Piotrowski, Benjamin Slutsker
    • Date: Aug 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods; Modeling & Statistical Methods>Forecasting
  • Impacts of AG 48

    Impacts of AG 48 The article describes the impact of AG 48 to a captive reinsurer for a SGUL product. Life Reserves;Life Reinsurance 6442464643 11/1/2015 12:00:00 AM ...

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    • Authors: Francis Rahil, Keith Bucich, Keith Bucich
    • Date: Nov 2015
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Reinsurance News
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • XXX and Minimum Standards

    XXX and Minimum Standards XXX and Minimum Standards by Steven F. Grondin from The Financial Reporter, September 2001, Issue No. 47. Life reserves;Mortality rates=Mortality tables=Death rates ; ...

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    • Authors: Steven F Grondin
    • Date: Sep 2001
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations

    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Summary of the September 2008 NAIC Meeting

    Summary of the September 2008 NAIC Meeting This is a summary of the NAIC meeting held in September of 2008. Annuity reserves;International Accounting Standards=IAS;Principles-based approach=PBA; ...

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    • Authors: Donna Claire
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Approach in Drafting a Unified Valuation Law - Issues without End

    Approach in Drafting a Unified Valuation Law - Issues without End This article explains the work of the NAIC Life and Health Actuarial Task Force to draft a new standard valuation law from ...

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    • Authors: Norman E Hill
    • Date: May 1998
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting