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  • My Expectations of Appointed Actuaries for Smaller Life Insurance Companies

    My Expectations of Appointed Actuaries for Smaller Life Insurance Companies Written from a regulatory perspective, the article covers the purpose of regulation and some regulatory expectations.

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    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting

  • Regulatory Issues for Small Insurance Companies

    Regulatory Issues for Small Insurance Companies This was a review of a June 4, 2013 SOA webinar. Jerry Enoch was the moderator. Presenters were Mark Birdsall, Mike Boerner, and Perry Kupferman, ...

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    • Authors: A Hemphill, Jerry Enoch
    • Date: Sep 2013
    • Competency: Communication>Oral communication; Communication>Written communication
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Financial Reporting & Accounting>Statutory accounting

  • The Actuarial Memorandum in Support of the Health Statement

    The Actuarial Memorandum in Support of the Health Statement Preparing an effective actuarial memorandum in support of the health actuarial opinion. Actuarial Opinion and Memorandum = ...

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    • Authors: Annette James, Nancy Hubler
    • Date: Oct 2018
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Professional Values>Practice expertise
    • Publication Name: Health Watch
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Financial Reporting & Accounting>Statutory accounting; Health & Disability>Health insurance

  • What Would You Do? Responses to “Are Reserves Too High?”

    A compilation of reader responses is presented to a real life situation involving a business decision. This issue’s case study involved a recently promoted chief actuary receiving pressure to make ...

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    • Authors: John West Hadley
    • Date: Aug 2025
    • Competency: Communication; Leadership; Professional Values; Relationship Management
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Code of Conduct; Actuarial Profession>Standards of practice; Financial Reporting & Accounting; Financial Reporting & Accounting>Statutory accounting

  • 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 Financial Reporter

    The Financial Reporter The September 2014 Issue of the Financial Reporting Section's newsletter, The Financial Reporter financial reporting;corporate governance;accounting ...

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    • Authors: Society of Actuaries, Frank Grossman, William Sayre, Francis de Regnaucourt, Karen Rudolph, Henry Siegel, R Thomas Herget, R Inglis
    • Date: Sep 2014
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Thought leadership; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice; Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Financial Reporting & Accounting>Statutory accounting; Pensions & Retirement
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