Life Reserve Work Group's VM-20 amendment proposal form to the Life Actuarial Task Force outlining a streamlined approach to mortality. (
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The Academy Life Valuation Subcommittee submitted a comment letter to the NAIC Joint Working Group of the Life Insurance and Annuities (A) Committee and Financial Condition (E) Committee regarding their draft Framework on Actuarial Guideline 38.
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Contingent Annuity Issues Work Group presentation to the NAIC Contingent Deferred Annuity (A) Subgroup comparing two different investment arrangements: typical contingent annuity design vs. self insurance. (
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Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF VM-20 transition period, maximum nonforfeiture interest rate, nonforfeiture references to mortality tables, VM-02 references to mortality tables, and VM-02 transition period. (
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Contingent Annuity Work Group presentation to the NAIC's Contingent Deferred Annuity (A) Subgroup on contingent annuities, submitted to the NAIC on October 28, 2011. (
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Tax Work Group discussion paper regarding tax implications for structuring new commissioners’ mortality tables to include the extra mortality risk of business not subject to full underwriting.
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Tax Work Group discussion paper to the Life Actuarial Task Force and the American Council of Life Insurers regarding tax implications for structuring new commissioners’ mortality tables to include the extra mortality risk of business not subject to full underwriting. (
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Tax Work Group in conjunction with the Nonforfeiture Improvement Work Group comment letter to the Life Actuarial Task Force regarding issues associated with proposed language in VM-02. (
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Joint Academy/SOA Payout Annuity Table Team report regarding the 2012 Individual Annuity Reserving Table to the Life Actuarial Task Force of the NAIC. The team also included a presentation that was originally scheduled for the NAIC Summer Meeting in Philadelphia that was canceled. (
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Life Reserves Work Group's amendment proposal form regarding the VM-20 to the NAIC's VM PBR Life Subgroup. (
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Financial Soundness/Risk Management Committee amendment proposal to the NAIC's VM PBR Life Subgroup.
( )Variable Annuity Practice Note Work Group practice note on the Application of C-3 Phase II and Actuarial Guideline XLIII. (
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Life Experience Subcommittee update on the Development of New Mortality Tables to the NAIC's Life Actuarial Task Force. (
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Tax Work Group report regarding Federal Tax Reserves and the Life PBR Elective Three-Year Statutory Transition Period for the NAIC's Life Actuarial Task Force. Please see July 27, 2012 report updating this report. (
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Life Experience Subcommittee update on the development of new mortality tables to the LHATF.
( )Variable Universal Life Subgroup report to the NAIC VM PBR Life Subgroup regarding deterministic return paths in VM-20. (
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Modeling Efficiency Work Group practice note regarding scenario and cell model reduction. (
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Slides to LHATF from the Academy Life Experience Subcommittee regarding Development of New Payout Annuity Mortality Table. (
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ARWG report to LHATF on statutory valuation of deposit fund contracts in Seattle. (
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PBA 101 slides describing the history and basics of the principle-based approach to reserves and capital.
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