Announcement: SOA releases passing candidate numbers for September 2024 Exam P.

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  • The New 2001 CSO: Implications for Universal Life Plans
    The New 2001 CSO: Implications for Universal Life Plans The New 2001 CSO: Implications for Universal ... Implications for Universal Life Plans Mortality rates=Mortality tables=Death rates ;National Association ...

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    • Authors: Nancy Winings
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Regulatory Update on Life and Some Health Insurance Issues as of Dec. 21, 2012
    Issues as of Dec. 21, 2012 By Norman E. Hill A s before, this material remains extremely time-sensitive ... the Stochastic Exclusion Test (SET). Interest, mortality, lapse and other assumptions may differ from ...

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    • Authors: Norman E Hill
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Fixed annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Treading Into The Thicket: Federal Income Tax Implications of Principles-Based Reserves
    the way in which statutory life insurance and annuity reserves are determined in the United States is ... introduce a PBR method for the valuation of variable annuity contracts. Internal Revenue Service=IRS;Life ...

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    • Authors: Christian J DesRochers, Douglas N Hertz
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Actuarial Practice Forum
    • Topics: Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance
  • PBR Developments: What’s Going on with the Valuation Manual?
    PBR Developments: What’s Going on with the Valuation Manual? This article summarizes recent proposed ...

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    • Authors: Arnold Dicke, Leonard Mangini
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Transitioning to the 2001 CSO—State Adoption and Filing Considerations
    Transitioning to the 2001 CSO—State Adoption and Filing Considerations The NAIC is expected to ... 2001 CSO table in late 2002. The question then becomes: how quickly will states adopt the table? In the ...

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    • Authors: Douglas Doll
    • Date: Aug 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • XXX Status Report
    XXX Status Report Presented at October 1996 Annual Meeting. This session focuses ... regulatory interpretation issues. Assumptions;Mortality rates=Mortality tables=Death rates ;Premiums;Term life=Annual ...

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    • Authors: Larry M Gorski, R Thomas Herget, Mark J Oberhellman
    • Date: Oct 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • The Unified Valuation System: A Small Company Perspective
    The Unified Valuation System: A Small Company Perspective Discusses some of the new and different ... especially as they relate to smaller companies. Annuity valuation;Life valuation;Statutory accounting; ...

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    • Authors: James Thompson
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Defining the Details: Intricacies of PBR Disclosures
    policies that pass both exclusion tests. The mortality reporting section also includes some restructuring ... non-medical/clinical published reports may support mortality adjustments 2) Adds non-guaranteed element ...

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    • Authors: Benjamin Slutsker, Rachel Hemphill, Hugues Fontaine
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Life Insurance in Vietnam
    Year 30 Year MAY 2018 INTERNATIONAL NEWS | 19 Table 1 summarizes the impact of the most recent regulations ... be determined using the replaced regulation. Table 1 Impact of Reserve Regulation on Methodologies ...

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    • Authors: Albert Li
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: International News
    • Topics: Financial Reporting & Accounting>Statutory accounting; Global Perspectives; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Regulators Respond to Industry “Innovation” Through Guideline AXXX
    coinsurance allowances under P R O D U C T M A T T E R S J A N U A R Y 2 0 0 2 10 Regulators Respond ... AXXX by Mary J. Bahna-Nolan P R O D U C T M A T T E R S J A N U A R Y 2 0 0 2 11 reinsurance treaties ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Jan 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance