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  • A Relatively Favorable Ruling from the IRS on Treatment of Term Riders

    A Relatively Favorable Ruling from the IRS on Treatment of Term Riders This article details the IRS' Revenue Ruling 2005-6. This ruling provides formal guidance on how to treat family ...

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    • Authors: Edward Robbins
    • Date: Jun 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Public Policy
  • Update on Preferredand PreNeed ValuationMortality Tables

    Update on Preferredand PreNeed ValuationMortality Tables Two committees continue work on experience studies that will provide a basis for new valuation mortality tables. This is an article about ...

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    • Authors: Roger Annin
    • Date: Jun 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Experience Studies & Data>Mortality
  • Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives

    Notes on the Status of the Principles-Based Approach, Including Utah Meetings with Academy Representatives Discusses Aug. 23, 2007, meetings in Salt Lake City, Utah, about principles-based ...

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    • Authors: Mark Birdsall
    • Date: Nov 2007
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Annuities>Capital - Annuities; Annuities>Reserves - Annuities; Life Insurance>Reserves - Life Insurance; Life Insurance>Capital - Life Insurance
  • Updated Regulatory Gamut—From OFC to PBR and In Between

    Updated Regulatory Gamut—From OFC to PBR and In Between This article discusses regulatory proposals and developments at both the state and federal level that call for small insurer vigilance.

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    • Authors: Norman E Hill
    • Date: Nov 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Public Policy
  • Regulatory Update – 2010 NAIC Summer National Meeting

    Regulatory Update – 2010 NAIC Summer National Meeting A discussion of the events of the NAIC Summer National Meeting in Seattle. Accounting standards;Annuity reserves;Principles-based ...

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    • Authors: Norman E Hill
    • Date: Nov 2010
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Public Policy
  • The More Things Change, the More They Stay the Same

    The More Things Change, the More They Stay the Same Article Description * An update on developments and activities of the Smaller Insurance Company Section, including webinars, research, and an ...

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    • Authors: Mark C Rowley
    • Date: Mar 2013
    • Competency: Leadership>Thought leadership
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • Update on Mortality Tables and Application

    Update on Mortality Tables and Application Update on new mortality tables in development - 2012 IAR, 2014 VBT, and SI/GI/Preneed Mortality tables;Annuity reserves;Life reserves 4294999380 9/1/ ...

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    • Authors: Mary J Bahna-Nolan
    • Date: Sep 2013
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Annuities>Reserves - Annuities; Experience Studies & Data>Mortality
  • Chairpersons Corner

    Chairpersons Corner Summary of the upcoming activities for the Smaller Insurance Company Section in 2016. Annuities;Life Insurance 6442467182 3/1/2016 12:00:00 AM ...

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    • Authors: Ryan Stowe
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Leadership>Influence; Strategic Insight and Integration>Big picture view
    • Publication Name: Small Talk
    • Topics: Annuities; Life Insurance; Public Policy
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins

    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Complying with the Actuarial Opinion and Memorandum Regulation in 2010: Which Interest Rate Scenarios are “Moderately Adverse”?

    Complying with the Actuarial Opinion and Memorandum Regulation in 2010: Which Interest Rate Scenarios are “Moderately Adverse”? The Actuarial Opinion and Memorandum Regulation states that the ...

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    • Authors: Mark C Rowley, Robert Guth, Donald Walker
    • Date: Jun 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Financial Reporting & Accounting>Statutory accounting