Academy Resources
Browse our library of content, developed to support your professional growth and help you navigate the complexities of actuarial practice with confidence.
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Comment / Letter
Committee on Property and Liability Financial Reporting comment letter to NAIC’s Actuarial Opinion Working Group on the impact of life insurance Valuation Manual changes on P/C insurers’ Statements… Download
Comments on Life Insurance Valuation Manual Changes’ Possible Impact on P/C Reporting
Date Published: 10/18/2017
Presentation
Work Group Update on Life Mortality Risk-Based Capital (RBC)
The C2 Life Mortality RBC Work Group presentation on their work reviewing the C2 RBC requirement for life insurance to the NAIC’s Life Risk Based Capital Working Group. DownloadDate Published: 08/06/2017
Academy Interest Rate Generator: Frequently Asked Questions (FAQ)
Updated list of frequently asked questions regarding the Version 7 of the joint Academy-SOA Interest Rate Generator for life insurance products. Download
Topics: Life Insurance
Date Published: 07/17/2017
Comment / Letter
Work Group Comments on Re-Proposed NY Insurance Regulation 210
Non-Guaranteed Elements Work Group comments to the New York Department of Financial Services on re-proposed 11NYCRR 48 (insurance regulation 210) on life insurance and annuity non-guaranteed Download
Topics: Life Insurance
Date Published: 06/22/2017
Issue Brief
Life Insurance and Annuities: The Impacts of Regulatory Requirements on Consumer Cost and Choice
Government Mandates Work Group issue brief providing information on the impact of laws and regulations on consumer cost and consumer choice for annuity and life insurance benefits. DownloadDate Published: 06/15/2017
Comment / Letter
Work Group Comments to New York Agency on Life Insurance Regulation
Non-Guaranteed Elements Work Group comments to the New York state Department of Financial Services on Proposed 11 NYCRR 48 (Insurance Regulation 210) on life insurance and annuity non-guaranteed… Download
Topics: Life Insurance
Date Published: 01/17/2017
Presentation
Task Force Makes Longevity Risk Presentation to FSOC
The Longevity Risk Task Force gave a presentation to the Financial Stability Oversight Council (FSOC) Nonbank Designations Committee on longevity risk in annuity and life insurance. Download
Topics: Life Insurance
Date Published: 11/01/2016
Presentation
Presentation to FSOC Working Group
Longevity Risk Task Force gave a presentation to the Financial Stability Oversight Council (FSOC) Nonbank Designations Committee on longevity risk in annuity and life insurance. DownloadDate Published: 11/01/2016
Presentation
Task Force Longevity Risk Presentation to Federal Reserve
Longevity Risk Task Force presentation to the Federal Reserve Insurance Policy Group on longevity risk in annuity and life insurance. Download
Topics: Life Insurance
Date Published: 09/30/2016
Comment / Letter
Work Group Comments to ASB on ASOP 24 Revisions
Life Illustrations Work Group comments to the Actuarial Standards Board (ASB) on revisions to ASOP No. 24 Revision–Compliance with the NAIC Life Insurance Illustrations Model Regulation. DownloadDate Published: 09/29/2016
Comment / Letter
Committee Comments to ASB on Proposed ASOP
Life Products Committee comments to the Actuarial Standards Board (ASB) on the proposed Actuarial Standard of Practice (ASOP) that applies to the pricing of life insurance and annuity products. DownloadDate Published: 08/24/2016
Comment / Letter
Work Group Comments to NAIC on AG 49
Life Illustrations Work Group comments to the NAIC’s IUL Illustrations (A) Subgroup regarding the extension of Actuarial Guideline 49 (AG 49) to all inforce life insurance illustrations. DownloadDate Published: 08/01/2016
Comment / Letter
LRWG Comments to LATF on Term and ULSG
Life Reserves Work Group (LRWG) comments to the NAIC’s Life Actuarial Task Force (LATF) on currently exposed amendment proposal forms on term and universal life insurance with secondary… DownloadDate Published: 04/25/2016
Comment / Letter
LIWG Comments to NAIC on New Working Group
Life Illustrations Work Group (LIWG) comments to the NAIC’s Life Insurance and Annuities (A) Committee on the new working group formed to explore disclosures required in Model #580 and #582. DownloadDate Published: 01/29/2016
Comment / Letter
LIWG Comments on Life Insurance Policy Illustration Issues
Life Illustrations Work Group (LIWG) comments to the Life Insurance and Annuities (A) Committee regarding illustration issues that could be reviewed by the proposed Illustration Review (A) Working… DownloadDate Published: 09/30/2015
Addendum: Compliance with Actuarial Guideline XLIX
Addendum to Illustrations Work Group’s practice note, Actuarial Standard of Practice No. 24: Compliance with the NAIC Life Insurance Illustrations Model Regulation, to reflect the recently adopted… DownloadDate Published: 08/28/2015
Comment / Letter
Work Group Comment Letter on Stress Testing of Life Insurance Reserves
Stress Testing Work Group comment letter to NAIC Stress Testing (E) Subgroup on stress testing proposal as an outline for field testing of life insurance reserves. DownloadDate Published: 01/30/2015
Work Group Letter to NAIC on Principles for Sound Actuarial Guideline for Illustrations
Life Illustrations Work Group letter to NAIC Life Actuarial (A) Task Force regarding principles for a sound actuarial guideline on illustrations for life insurance products. DownloadDate Published: 01/08/2015
Comment / Letter
Comments on Exposure Draft of Life Insurance and Annuity Pricing ASOP
Life Products Committee (LPrC) comment letter to Actuarial Standards Board on exposure draft of an Actuarial Standard of Practice (ASOP) on Life Insurance and Annuity Pricing. DownloadDate Published: 12/15/2014
C-3 Work Group Recommendation on RBC Interest Rate Risk
C-3 Work Group report on recommended approach for updating regulatory Risk-Based Capital requirements for interest rate risk for fixed annuities and single premium life insurance (C-3 Phase I). DownloadDate Published: 06/12/2014
Report to NAIC on Updating RBC Requirements for Interest Rate Risk
C-3 Work Group report to NAIC’s Life-Based Capital Working Group on recommended approach for updating regulatory risk-based capital requirements for interest rate risk for fixed annuities and… DownloadDate Published: 05/27/2014
Presentation
PBR Presentation to SERA Conference
Presentation on principle-based reserving for life insurance products to the Southeastern Regulators Association Conference. DownloadDate Published: 10/03/2013
Academy Interest Rate Generator: Frequently Asked Questions
Updated list of frequently asked questions regarding the Version 7 of the joint Academy-SOA Interest Rate Generator for life insurance products. Download
Topics: Life Insurance
Date Published: 09/12/2013
Actuarial Standard of Practice No. 24
Update of the Practice Note for on complying with the NAIC Life Insurance Illustrations Model Regulation. DownloadDate Published: 08/29/2013
VM-20 Scope Amendment Proposal
Life Reserve Work Group amendment proposal to the Life Actuarial Task Force regarding treatment of individually underwritten certificates issued under a group life insurance contract. Download
Topics: Life Insurance
Date Published: 08/22/2013