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  • Report on 2014 VBT/2017 CSO Impact Study: Considerations for Life Insurance Products

    Report on 2014 VBT/2017 CSO Impact Study: Considerations for Life Insurance Products This is a report that provides an analysis using data submitted by participating companies evaluating the ...

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    • Authors: 0680 - Milliman Inc
    • Date: Jul 2015
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance
  • Chapter 2 - Microanalytic Simulation Models

    Chapter 2 - Microanalytic Simulation Models Chapter 2 of the Models For Retirement Policy Analysis. This chapter describes microsimulation analysis and the basic features of microsimulation ...

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    • Authors: Society of Actuaries, Joseph M Anderson
    • Date: Jul 1997
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy
  • Factors Affecting Retirement Mortality - FARM - Phase II

    Factors Affecting Retirement Mortality - FARM - Phase II This paper analyzes which of the factors that affect retirement mortality determined in Phase I of the FARM project should be added to the ...

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    • Authors: Victor Modugno
    • Date: Jun 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data>Mortality; Pensions & Retirement
  • Tax Update

    Tax Update Three tax-related articles of interest to those associated with smaller insurance companies. Accounting standards;Generally Accepted Accounting Principles=GAAP;Taxes=Taxation; 11238 ...

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    • Authors: Edward Robbins, Brian King
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Modeling Mortality in Life Insurance Applicants

    Modeling Mortality in Life Insurance Applicants This article is the first in a series of articles on insurance applicant mortality risk analytics. From Small Talk Newsletter, Issue 37, January ...

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    • Authors: James Palmier, Brian Jason Lanzrath
    • Date: Jan 2012
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Modeling & Statistical Methods
  • Non-PBR Regulatory Changes

    Non-PBR Regulatory Changes Describes several regulatory changes that may impact the actuary working in a small company. These changes are not related to Principle Based Reserving. Mortality ...

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    • Authors: Leon Langlitz
    • Date: Sep 2016
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Governance; Experience Studies & Data>Mortality
  • A Practical Guide for Determining Whether a Section 338h10 Election Should Be Made for a Target Insurance Company

    A Practical Guide for Determining Whether a Section 338h10 Election Should Be Made for a Target Insurance Company This article discusses the Section 338h10 election on the disposition of an ...

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    • Authors: Lori J Jones
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting
  • Automatic Waivers and Other Waivers Under New IRC § 7702 and § 101f Correction Procedures

    Automatic Waivers and Other Waivers Under New IRC § 7702 and § 101f Correction Procedures This article is a discussion about automatic waivers and the corresponding procedures under IRC ...

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    • Authors: Stephen P Dicke
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures

    Rev. Proc. 2008-41—Correction of Inadvertent Diversification Failures This article discusses a new procedure for correcting inadvertent failures to satisfy the diversification requirements ...

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    • Authors: Bryan W Keene, Joseph F McKeever
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Variable annuities; Life Insurance; Public Policy
  • 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
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