Announcement: SOA releases passing candidate numbers for May 2024 Exam SRM.

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  • The SOA Regulatory Web Resource: A Tool for Understanding Regulatory Change
    practice areas: life & annuity, health and long-term care (LTC). Each practice area has a separate page containing ... health page covers topics related to the Affordable Care Act (ACA) including pricing and risk adjust- ment ...

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    • Authors: Robert Leach
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Professional Values
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Reserve Strengthening
    Reserve Strengthening Discusses the reasons for changing emphasis on reserve strengthening programs ... continuing favorable mortality trend. Third, a primary source of reserve strengthening funds in the Ohio ...

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    • Authors: Society of Actuaries
    • Date: Jun 1952
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Embedded Risk in Settlement Options on Older Life and Annuity Contracts
    Embedded Risk in Settlement Options on Older Life and Annuity Contracts Embedded Risk in Settlement ... er reserve. For life insurance contracts (the primary focus of the TSA article), unmatured favorable ...

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    • Authors: John Ladley, Kenneth Beck
    • Date: Nov 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Payout annuities; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Reflections of a Regulatory Actuary
    Reflections of a Regulatory Actuary Reflections of a Regulatory Actuary by Larry Gorski Annuity ... claim costs or continuance tables for long term care insurance. Experience, coupled with actuarial judgment ...

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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
  • Current Statutory Reporting Topics for Life and Annuity Products
    policyholder dividend liability, the Long-Term Care Guidance Manual and the revisions to the Generally ... recently. The B committee has adopted the Long-Term Care Guidance Manual. It takes the position that minimum ...

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    • Authors: Meredith Ratajczak, Harry R Shissler
    • Date: Oct 2002
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Universal life; Life Insurance>Capital - Life Insurance
  • The Valuation Actuary – 1991 Developments
    priced and that asset quality is maintained, the primary risk is the reinvestment risk. Liability cash ... the same system we use for FAS 97 work. The primary concern in the pension line is the rising interest-rate ...

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    • Authors: Douglas Doll, Donna Claire, Steven A Smith, Sheldon Summers, William T Bryan
    • Date: Jan 1991
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance
  • Summary of Current and Future Regulatory Requirements
    Summary of Current and Future Regulatory Requirements From the 1986 Valuation Actuary Symposium, ... companies. Life insurance companies are competing direct ly now with trust and loan companies for term ...

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    • Authors: John K Booth, Robert M Hammond
    • Date: Oct 1986
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Actuarial Profession>Code of Conduct; Actuarial Profession>Qualifications; Actuarial Profession>Standards of practice; Annuities>Reserves - Annuities; Financial Reporting & Accounting>Statutory accounting; Life Insurance>Reserves - Life Insurance; Public Policy