Reading List

2004 - SOA - NON-TRADITIONAL GUARANTEES ON LIFE AND
ANNUITY PRODUCTS - [PDF-129p]

  • 2008 0729 - GOV -  THE STATE OF THE INSURANCE INDUSTRY: EXAMINING THE CURRENT REGULATORY AND OVERSIGHT STRUCTURE - THE CURRENT STATE OF INSURANCE REGULATION, OVERSIGHT AND WAYS TO ENHANCE CONSUMER PROTECTION, PROMOTE COMPETITION AND EFFICIENCY, AND TO ADDRESS WHAT ROLE, IF ANY, THE FEDERAL GOVERNMENT SHOULD PLAY
    • [PDF-472p, No Video]
    • Senate - COMMITTEE ON BANKING, HOUSING, AND URBAN AFFAIRS

Books

  • Julie-Anne Tarr
    • Information Disclosure - Consumers, Insurers and the Insurance Contracting Process - 2001 - 328p
    • Disclosure and Concealment in Consumer Insurance Contracts - 2002 - 270p
    • “In Modernizing Insurance Regulation, John Biggs, Matthew Richardson, and their colleagues have provided an extensive analysis of the proper regulatory approach toward insurance companies. It is an important contribution to the needed debate about the unfinished business of the reform of the structure of financial regulation.”

      —Paul Volcker, former Chairman of the Federal Reserve Board

  • The Economics, Regulation, and Systemic Risk of Insurance Markets, Edited by Felix Hufeld, Ralph S. J. Koijen, and Christian Thimann - 2016

  • The Financial Services Revolution: Understanding the Changing Roles of Banks, Mutual Funds, and Insurance Companies 1st Edition

Government

1991 - GOV - A DESCRIPTIVE ANALYSIS OF THE INSURANCE INDUSTRY IN THE UNITED STATES

Law Reviews

  • 2015 - LR - The Risks of Shadow Insurance, 50 Georgia Law Review 163, Daniel Schwarcz
  • Reflections on State Regulation: A Lesson of the
    Economic Turmoil of 2007-2009

Society of Actuaries

1990 NAIC Medium and lower quality bond holdings of insurers in 1990 273-105408-1990

1997 NAIC An analysis of life insurance illustrations JIR-ZB-15-04-480

 

2000 NAIC Regulatory access to insurer information 107149
         Trade Secrets?

1990 NAIC Medium and lower quality bond holdings of insurers in 1990 273-105408-1990

1997 NAIC An analysis of life insurance illustrations JIR-ZB-15-04-480

 

2000 NAIC Regulatory access to insurer information 107149
         Trade Secrets?

Proxy Discrimination in the Age of Artificial Intelligence and Big Data

PBS

  • Ed Slott
    • Retire Safe and Secure with Ed Slott
    • Ed Slott's Retirement Roadmap
    • Strategies for Volatile Markets