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  • VM-20 PBR for Life Insurance--Survey Highlights

    VM-20 PBR for Life Insurance--Survey Highlights A description of KPMG's survey findings of 20 companies about principle-based reserving implementation. 4/5/2019 12:00:00 AM ...

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    • Authors: Emily Cassidy, Hans Harris
    • Date: Apr 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
  • Financial Reporting Research Update

    Financial Reporting Research Update A status update on research projects sponsored or co-sponsired by the Financial Reporting Section. Financial Reporting;Research 6442475649 3/1/2017 12:00:00 AM ...

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    • Authors: Society of Actuaries, James S Hawke
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • Unlocking of Traditional Contract Assumptions

    Unlocking of Traditional Contract Assumptions Formulas for changes in GAAP liabilities and liability accrual rates are shown for three assumption update methods—retrospective, prospective and ...

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    • Authors: Steven Malerich
    • Date: Mar 2017
    • Competency: Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Life Insurance>Reserves - Life Insurance
  • Alert on New Valuation Rate Methodology for Payout Annuities

    Alert on New Valuation Rate Methodology for Payout Annuities Provide high level summary of changes to Valuation Rates for Payout Annuities and similar contracts. Valuation Rates;Payout ...

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    • Authors: Paul Hance, Heather Gordon
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities
  • Chairperson's Corner

    Chairperson's Corner Perspectives on the Valuation Manual. Valuation actuary;Principles-based reserves=PBR;Life reserves;Life valuation;Statutory reserves;Annuity reserves;Annuity ...

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    • Authors: Robert Leach
    • Date: Mar 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance
  • Asset Modeling Challenges for VM-20 Projections

    Asset Modeling Challenges for VM-20 Projections This article describes methods for addressing technical challenges related to modeling asset cash flows for PBR reserve projections. asset ...

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    • Authors: Benjamin Slutsker, Reanna Nicholsen, Jason Kehrberg
    • Date: Mar 2018
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling
  • VM-31 - Modifications and findings for 2020 PBR reports

    VM-31 - Modifications and findings for 2020 PBR reports This article summarizes the key changes to VM-31 requirements in the 2020 version of the Valuation Manual for both life and variable ...

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    • Authors: Angela McShane, Benjamin Slutsker, Rachel Hemphill
    • Date: Jul 2020
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Whole life
  • Highlights from the 2003 Stochastic Modeling Symposium

    Highlights from the 2003 Stochastic Modeling Symposium Highlights from the 2003 Stochastic Modeling Symposium by Robert Berendsen from The Financial Reporter, November 2003, Issue No. 55. 25592 ...

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    • Authors: Robert Berendsen
    • Date: Nov 2003
    • Publication Name: The Financial Reporter
  • Embedded Derivatives in Modco and Similar Reinsurance Arrangements

    Embedded Derivatives in Modco and Similar Reinsurance Arrangements Discussion of the existence of embedded derivatives and the consequent required accounting treatment in Modco and Similar ...

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    • Authors: Richard H Browne
    • Date: Jun 2003
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Practical Considerations for Implementing the New Statement of Position for Long-Duration Contracts and for Separate Accounts – Part III

    Practical Considerations for Implementing the New Statement of Position for Long-Duration Contracts and for Separate Accounts – Part III A continuation of the discussion of the practical ...

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    • Authors: David C Heavilin, Vincent Y Y Tsang
    • Date: May 2004
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]