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  • EXPOSED! Variable Annuity Stochastic Requirements
    EXPOSED! Variable Annuity Stochastic Requirements discussion of the ongoing developments in reserving and risk-based capital RBC requirements for variable annuities including stochastic scenario ...

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    • Authors: James W Lamson
    • Date: May 2004
    • 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: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models; Public Policy
  • U.S. ORSA Developments
    U.S. ORSA Developments This article discusses the Own Risk and Solvency Assessment ORSA Guideline that is being developed by the NAIC Group Solvency Issues working group as part of the Solvency ...

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    • Authors: Seong-Min Eom
    • Date: Dec 2011
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management; Public Policy
  • Update on Regulatory Developments
    Update on Regulatory Developments Developments at the NAIC, IAIS, and Federal Reserve regarding life insurance regulation. PBR is not included. Captive insurance;NAIC 6442464351 9/1/2015 12:00:00 ...

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    • Authors: Francis de Regnaucourt
    • Date: Sep 2015
    • Publication Name: The Financial Reporter
    • Topics: Enterprise Risk Management>Capital management - ERM; Public Policy
  • Living with Sarbanes-Oxley
    Living with Sarbanes-Oxley A review of a webcast on Sarbanes-Oxley including a brief update on Sarbanes requirements, including some practical aspects of the Sarbanes “life cycle,” including ...

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    • Authors: Darryl Wagner
    • Date: Sep 2005
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Public interest representation
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice; Enterprise Risk Management>Governance; Public Policy
  • Solvency II Equivalence: Implications For The U.S. Insurance Market
    Solvency II Equivalence: Implications For The U.S. Insurance Market Discusses Solvency II, the new solvency regime for all EU insurers, and what it means to US insurers. Solvency II; 9283 12/1/ ...

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    • Authors: Kush Kotecha, DAVID PAYNE
    • Date: Dec 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Public Policy
  • Demystifying Life Insurance Securitization: XXX and AXXX Securitization Issues and Considerations
    Demystifying Life Insurance Securitization: XXX and AXXX Securitization Issues and Considerations A discussion of life insurance securitizations and how they can be structured to provide surplus ...

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    • Authors: Steven Lash, Rebecca Wang
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments>Capital management - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • Update on International Accounting—March 2004
    Update on International Accounting—March 2004 In light of the recent activity around the International Financial Reporting Standards IFRS, this article describes events that have happened in the ...

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    • Authors: William Hines
    • Date: Aug 2004
    • Competency: Communication>Difficult message delivery; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; 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
  • Update on Valuation of Variable Annuity Guarantees
    Update on Valuation of Variable Annuity Guarantees Update on statutory Valuation reserves and required surplus for variable annuities with living benefit guarantees Annuity reserves;Conditional ...

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    • Authors: James W Lamson
    • Date: Sep 2003
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Public Policy
  • C3 Phase II – Practical Insights for this Year End
    C3 Phase II – Practical Insights for this Year End A discussion of the possible effort required and impacts resulting from the implementation of C3 Phase II for establishing risk-based capital ...

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    • Authors: Timothy J Ruark
    • Date: Dec 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: Annuities>Capital - Annuities; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Capital management - Finance & Investments; Finance & Investments>Risk measurement - Finance & Investments; Financial Reporting & Accounting>Statutory accounting; Modeling & Statistical Methods>Stochastic models; Public Policy