Announcement: SOA congratulates the new ASAs and CERAs for April 2025.

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  • AG33 Non-Elective Reserve Proposal Update

    AG33 Non-Elective Reserve Proposal Update Article discussing the Life Actuarial Task Force exposure of potential revisions to AG33. assumptions;annuity valuation;policyholder behavior 6442455882 ...

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    • Authors: John Blocher
    • Date: Jun 2014
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Pensions & Retirement>Assumptions and methods
  • Pick a Payout using AI

    Pick a Payout using AI A contract owner selects a payout for his annuity using an AI/bot. The AI/bot presents various options with differences in payment and interacts with him in a simulated ...

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    • Authors: John Blocher
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Annuities>Payout annuities; FinTech & InsurTech; FinTech & InsurTech>Customer relationship management
  • 2023-orsa-best-practices

    Learn from panelists from different companies as they come together to discuss their experiences. 25857 1018 4/8/2024 12:00:00 AM John Blocher Brian Hinkle ...

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    • Authors: John Blocher, Brian Hinkle
    • Date: Apr 2024
    • Competency: Communication; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Actuarial Profession; Enterprise Risk Management; Financial Reporting & Accounting; Life Insurance; Modeling & Statistical Methods; Reinsurance
  • Recent Developments in Qualified Annuitization

    Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...

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    • Authors: John Blocher
    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy
  • A Logical Hole in AG33 for Annuity Statutory Reserve Calculations

    A Logical Hole in AG33 for Annuity Statutory Reserve Calculations Feature article discussing the requirements of AG33. Annuity valuation;Annuity reserves 4294998215 6/1/2013 12:00:00 AM ...

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    • Authors: John Blocher
    • Date: Jun 2013
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: The Financial Reporter
    • Topics: Annuities; General Insurance (Property & Casualty)>Reserves - General Insurance