Reserves

The minimum statutory reserve standard for all life and annuity products.

Reserves

Reserves Resources

Presentation

SVL Interest Rate Modernization Work Group Update at NAIC Summer 2019 National Meeting

SVL Interest Rate Modernization Work Group update to the Life Actuarial (A) Task Force at the NAIC Summer 2019 National Meeting. 
Topics: NAIC
Date Published: 08/01/2019
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NAIC Report

Life Reserves Work Group Presentation at NAIC Spring 2019 National Meeting

Life Reserves Work Group presentation to the Life Actuarial (A) Task Force on PBR treatment for individually underwritten group insurance. 
Topics: NAIC
Date Published: 04/04/2019
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Presentation

Work Group Presentation on Indexed UL Under VM-20

Life Reserves Work Group presentation to the NAIC’s Life Actuarial (A) Task Force on deterministic reserve considerations for indexed universal life (UL) under VM-20.
Date Published: 03/22/2018
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Presentation

ARWG Provides Non-Variable PBR Update to LATF

John Miller and Chris Olechowski, co-chairs of the Annuity Reserves Work Group, provided a non-variable annuity PBR update to LATF’s VM-22 Subgroup.
Date Published: 12/08/2016
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Presentation

PBR Presentation to SERA Conference

Presentation on principle-based reserving for life insurance products to the Southeastern Regulators Association Conference.
Date Published: 10/03/2013
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NAIC Report

Academy Presentation on PBR at NAIC Financial Summit

Presentation to regulators at NAIC Financial Summit regarding practical application of PBR Valuation on life insurance.  
Date Published: 05/30/2013
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NAIC Report

Aggregate Margin Task Force Update

Aggregate Margin Task Force update to the Life Actuarial Task Force on the development of aggregate margins to replace the current individual margins for use in VM-20.
Topics: NAIC
Date Published: 04/04/2013
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Presentation

PBR Implementation and Review Process Presentation to NCOIL

Presentation to National Conference of Insurance Legislators regarding the Implementation and Review process of Principle-based Reserves. 
Date Published: 03/08/2013
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Presentation

Presentation on Annuity Mortality Tables and Draft Model Regulation

Life Experience Subcommittee presentation to the NAIC Life Actuarial Task Force with the Subcommittee’s conclusions on the 2012 Individual Annuity Mortality Basic Tables following a recent exposure…
Topics: NAIC
Date Published: 08/09/2012
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NAIC Report

Academy/SOA POG Reports on New Mortality Tables

Life Experience Subcommittee presentation providing a report of the joint SOA/Academy Project Oversight Group regarding new mortality tables.
Topics: NAIC
Date Published: 03/01/2012
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