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  • Statutory Valuation Interest Rates for Life Insurance and Annuity Products

    Statutory Valuation Interest Rates for Life Insurance and Annuity Products This article reports the maximum statutory valuation and nonforfeiture interest rates for calendar year 2004 issues of ...

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    • Authors: David G Whittemore
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Non-forfeiture benefits; Public Policy
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX

    Regulators Respond to Industry “Innovation” Through Guideline AXXX A review of Actuarial Guideline AXXX Life reserves;Universal life; 9133 9/1/2002 12:00:00 AM ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Sep 2002
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • 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
  • Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations

    Prescribed Statutory Interest Rates for the Valuation of Life Insurance and Annuity Products—Statutory Calculations This article reports the maximum statutory valuation and nonforfeiture interest ...

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    • Authors: David G Whittemore
    • Date: Oct 1998
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy
  • Alternative XXX Model Regulations from a Federal Income Tax Perspective

    Alternative XXX Model Regulations from a Federal Income Tax Perspective This article discusses the the 1998 alternartive XXX model regulations and the potential tax impact on the definition of ...

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    • Authors: James Reiskytl
    • Date: Dec 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Term life; Life Insurance>Universal life; Public Policy; Public Policy
  • Aristotle Was Wrong: or Formulas vs. Actuarial Judgment

    Aristotle Was Wrong: or Formulas vs. Actuarial Judgment Under non-Aristotelian logic, there are multiple values, or shades of gray. Indeed, there may even be unexpected results from logical ...

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    • Authors: Carol A Marler
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance; Public Policy
  • Design, Pricing and Reserving Considerations for Universal Life Secondary Death Benefit Guarantees

    Design, Pricing and Reserving Considerations for Universal Life Secondary Death Benefit Guarantees This article discusses a number of product variations seen in the market with respect to ...

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    • Authors: Carl Friedrich, Kenton L Scheiwe
    • Date: Aug 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: Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life; Public Policy
  • Retrospective X Factor Analysis: Is Your Company Ready?

    Retrospective X Factor Analysis: Is Your Company Ready? This article discusses the new valuation concepts under Regulation XXX and the practical issues that need to be addressed by companies.

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    • Authors: Lloyd Spencer
    • Date: Dec 2000
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • More Regulation, More Uncertainty

    More Regulation, More Uncertainty This article summarizes current regulatory activity discussed at the Spring 2009 meetings of the N.A.I.C. and the National Council of Insurance Legislators.

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    • Authors: Norman E Hill
    • Date: Jun 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance>Reserves - Life Insurance; Public Policy
  • Reflections of a Regulatory Actuary

    Reflections of a Regulatory Actuary Reflections of a Regulatory Actuary by Larry Gorski Annuity reserves;Asset modeling;Asset valuation;Bayesian methods;Cash flow testing;Life ...

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    • Authors: Larry M Gorski
    • Date: Mar 2003
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy