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  • Santa Claus, The Easter Bunny, And Illiquidity Premium

    Santa Claus, The Easter Bunny, And Illiquidity Premium Feature article discussing the use of fair value or market consistent measurement for the valuation of insurance liabilities. International ...

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    • Authors: Patricia Matson
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Fair value accounting
  • Yield Curve Extrapolation Methods

    Yield Curve Extrapolation Methods This research report summarizes methodologies used for yield curve extrapolation to value liability cash flows that extend beyond the maximum observavble portion ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Finance & Investments
  • Solvency II – What Does It Mean to U.S. Companies?

    Solvency II – What Does It Mean to U.S. Companies? Overview of Solvency II regulations in the EU and potential impacts on U.S.-domiciled companies. Enterprise risk management=ERM;Risk-based ...

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    • Authors: William Hines, Patricia Matson, Application Administrator
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Public Policy
  • Solvency II and U.S. Equivalence

    Solvency II and U.S. Equivalence This article discusses the impact of increasing activity with respect to Solvency II in the United States. Risk-based capital=RBC;Solvency II; 26231 08/01/2011 ...

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    • Authors: Patricia Matson, Application Administrator
    • Date: Aug 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • RBC C3 Phase II: How Did Companies Fare at December 31, 2005?

    RBC C3 Phase II: How Did Companies Fare at December 31, 2005? Adopted by the NAIC on October 14, 2005, the new RBC C3 Phase II requirements were effective for year-end 2005. The regulation ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Capital - Annuities
  • RBC C3 Phase II: Easier Said Than Done

    RBC C3 Phase II: Easier Said Than Done Results of an industry survey on life insurance companies' efforts to implement the recently adopted Life Risk-Based Capital Phase II Instructions, ...

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    • Authors: Patricia Matson, Don Wilson
    • Date: Mar 2006
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Deterministic models; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Stochastic models
  • The Application of Credibility Theory in the Canadian Life Insurance Industry

    The Application of Credibility Theory in the Canadian Life Insurance Industry Sponsored by the SOA's Product Development Section, Financial Reporting Section, Committee on Life Insurance Research ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • I don’t have to worry about “PBR” for health insurance

    I don’t have to worry about “PBR” for health insurance This article provides an overview of the impact of the revisions to the Standard Valuation Law adopted by the NAIC in 2009 on accident and ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • The Stepping Stone Newsletter, July 2004, Issue No. 15

    The Stepping Stone Newsletter, July 2004, Issue No. 15 Full version of The Stepping Stone Newsletter, July 2004, Issue No. 15. 26352 07/01/2004 05:00:00 ...

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    • Authors: David S Duncan, Marcel M Gingras, John West Hadley, Daniel L Shinnick, David Miller, Sim Segal, Sudha Shenoy, Frank Grossman, Bob Morand, Patricia Matson, Timothy James Pratt, Lisa Bull, James A Blair
    • Date: Jul 2004
    • Publication Name: The Stepping Stone
  • The Financial Reporter

    The Financial Reporter Full version of The Financial Reporter, Issue No. 66, September 2006. 25626 09/01/2006 05:00:00 ...

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    • Authors: Darin Zimmerman, Patricia Matson, Alfonso Gonzales, Andy Ferris, Don Wilson, Matthew Dale Clark
    • Date: Sep 2006
    • Publication Name: The Financial Reporter
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