Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding VM-02 transition period. (
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Tax WG and the Nonforfeiture Improvement WG's amendment proposal form to LATF regarding nonforfeiture references to mortality tables. (
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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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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, follow-up comment letter to the Life Actuarial Task Force with suggested revisions to VM-20. (
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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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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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PBA 101 slides describing the history and basics of the principle-based approach to reserves and capital.
( )ARWG report to LHATF on statutory valuation of deposit fund contracts in Seattle. (
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Amendment proposals to the VM-20 regarding consistent simplification, scenario reduction, the stochastic exclusion test and supplemental information on the reinvestment spread proposal.
( )LRWG amendment proposal to the VM-20 regarding margin ratios. (
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Amendment proposal to the VM-20 to modify requirements for prescribed reinvestment asset spreads. (
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Life Practice Council letter to the National Association of Insurance Commissioners (NAIC) (EX) Working Group and Life Insurance and Annuities (A) Committee on principles-based valuation and capital approach (PBA) for life insurance. (
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Review and recommendation for definitions in VM-01. (
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