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

  • 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

  • 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

  • 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

  • T3: TAXING TIMES Tidbits

    T3: TAXING TIMES Tidbits A discussion about premium deficiency reserves and tax regulations for employer-owned insurance contracts Acquisition expenses;Internal Revenue Service=IRS;Life reserves; ...

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    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance

  • 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
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