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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  • E&R Sponsored Sessions at the SOA Life and Annuity Symposium

    E&R Sponsored Sessions at the SOA Life and Annuity Symposium By Brian Hartman and Tom Edwalds By Brian Hartman and Tom Edwalds The E&R section will be sponsoring three sessions and a ...
    • Date: Apr 2017
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Expanding Horizons
    • Topics: Experience Studies & Data>Mortality; Life Insurance>Reserves - Life Insurance
  • Impact of VM-20 on Product Development

    Impact of VM-20 on Product Development Key excerpts from research recently performed by Milliman consultants for the SOA on the impact of VM-20 on life insurance product development. VM-20;term ...

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    • Authors: Jacqueline M Keating, Karen Rudolph, Uri Sobel, Andrew Steenman
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR

    Do You Have a Combo Product With a Secondary Guarantee? If so, Get Ready for PBR How do combo products fit in the new statutory valuation framework? Valuation Manual;Principles-based ...

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    • Authors: Kevin Healy, Benjamin Slutsker
    • Date: Jun 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Long-term Care>Long-term care insurance
  • COLIFR Corner

    COLIFR Corner COLIFR Committee on Life Insurance Financial Reporting Corner briefly discusses curent issues such as RBC, GMDB for Variable Life, reservinf for VAGLBs, reserves for Equity Index ...

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    • Authors: Kevin E Palmer
    • Date: Feb 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Life Insurance>Reserves - Life Insurance
  • The “X” Factor — Are You Ready?

    The “X” Factor — Are You Ready? The “X” Factor — Are You Ready? by Larry Gorski from The Financial Reporter, June 2000, Issue No. 42. Life valuation;Mortality assumption;Statutory accounting; ...

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    • Authors: Larry M Gorski
    • Date: Jun 2000
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • IRS Chief Counsel Advice Addresses Interest Rate Election for Life Insurance Reserves

    IRS Chief Counsel Advice Addresses Interest Rate Election for Life Insurance Reserves Discusses the CCA 201939003 and the conclusions that were made and the impacts it has on a taxpayer's ability ...

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    • Authors: Brien Alvino, Mark Smith
    • Date: Feb 2020
    • Competency: Results-Oriented Solutions
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance; Life Insurance>Reserves - Life Insurance
  • Yield Curve Extrapolation

    Yield Curve Extrapolation One of the most fundamental concepts in actuarial practice is the time value of money. For any work in which future cash flows are allowed for, such as reserving or ...

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    • Authors: Ben Leiser, Jack T Kerbeshian
    • Date: Dec 2019
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Session 49 - Practical Perspectives from VM-20 Implementations Workshop

    Session 49 - Practical Perspectives from VM-20 Implementations Workshop With the halfway point of the transition period in the rear view mirror, many companies are well underway with their VM-20 ...

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    • Authors: Thomas Bruns, Timothy Cardinal, Reanna Nicholsen, Laura Hanson, John Robinson, Dylan Strother
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Summary of March 2009 NAIC/LHATF Meeting

    Summary of March 2009 NAIC/LHATF Meeting discussion of March 2009 NAIC/LHATF meeting Life reserves;Mortality assumption;Principles-based approach=PBA;Risk-based capital=RBC;Standard Nonforfeiture ...

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    • Authors: Donna Claire
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • 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