SOA - Groups

  • Special Committee on Nonforfeiture Values
  • 1997 - SOA - "Actuarial Counseling" - A New Role for the Actuarial Profession, Society of Actuaries - 21p
    • Task Force on the Personal Actuary: 1999 - 2000, Finance Practice Area Committees
  • SOA - Committee on Valuation and Related Problems
    • 1981 - SOA - The Impact of Inflation on Insurance and Annuity Reserve Valuation: The C-3 Risk, Society of Actuaries - 44p
      • Charles L. Trowbridge:  The Committee on Valuation and Related Problems views as its function the development of a strong theoretical base for the balance sheet of an insurance enterprise. When one takes a good look at the methods that we now use for determining assets, liabilities and their differences called surplus we recognize that some of the theory is pretty thin.
  • SOA Task Force on Mutual Recognition - 1999
  • SOA Dynamic Solvency Task Force - 1993-2, NAIC Proceedings
  • Committee on Post Retirement Needs and Risks
  • Life Insurance Specialty Guides Committee of the Society of Actuaries
    • 1997 - SOA - Universal and Variable Insurance Products, Professional Actuarial Specialty Guide, Society of Actuaries - 6p
  • Committee on Mortality under Ordinary Insurances and Annuities
  • Committee on Futurism
  • Task Force for Research on U.S. Life Insurance Insolvency Guarantees
  • Committee on agency problems
  • Committee on the Future Course of the Society
  • Special Committee on Insurance Holding Companies
  • Committee on Ordinary Insurance and Annuities 
  • Committee on Individual Life Insurance
  • Committee on Risk Classification (AAA)
  • Committee on International Relations
  • committee on demutualization
  • Special Advisory Committee on the valuation law
  • Committee on Life Insurance Financial Reporting
  • Committee on Guides to Professional Conduct
  • Committee on Nontraditional Marketing
  • Committee on Individual Life Insurance Experience Studies
  • Committee on Cost Comparisons and Related Issues
  • Committee on Illustrations
  • Academy's Committee on State Life Insurance Issues (AAA)
  • Academy’s Professionalism Committee 
  • Academy has a committee on federal life insurance
  • American Academy of Actuaries has a sub committee on the NAIC life risk based capital working group
  • Committee on Life Insurance Research
  • Trowbridge Committee, the Society's Committee on Valuation and Related Problems
    • "Report of the Committee on Valuation and Related Problems," Record, 5:1, pp 256-284.
    • 1983 - SOA - Society Research Affecting the Valuation Actuary, Society of Actuaries - 28p
      • Progress Reports by the Committee on Valuation and Related Problems and its
        four task forces on C-l, C-2, C-3 and Overall Risks:
    • 1987 - SOA - Research of the Committee on Valuation and Related Areas. Society of Actuaries - 28p
      • Reports were given by the chairmen of the following Task Forces:
        o C-I Risk - Irwin Vanderhoof
        o C-2 Risk - Dan McCarthy
        o C-3 Risk - Pete Deakins
        o Combination of Risks - Mike Mateja
  • Society of Actuaries Task Force for Research on Life Insurance Sales Illustrations under the auspices of the Committee for Research on Social Concerns
    • 1991-1992 - SOA - Final Report* of the Task Force for Research on Life Insurance Sales Illustrations, Society of Actuaries - 142p
      • Appendix II - Illustration Examples
      • *Opinions expressed herein are those of the Task Force for Research on Life Insurance Sales illustrations and of the Committee for Research on Social Concerns. This report does not purport to represent the views of the Society of Actuaries or of its Board of Governors.
  • Joint Risk Management Section
  • SOA’s Committee on Post Retirement Needs and Risks
  • SOA Risk Management Task Force (RMTF)
  • The Combination of Risks Task Force (CORTF) was organized in the summer of 1983.
    • It reports to the Society of Actuaries Committee on Valuation and Related Problems.
  • The charge of the Task Force as set forth in the SOA Yearbook is as follows:
    • “To develop understanding and quantification of risks of loss from combination of C-l, C-2, C-3 and C-4 risks and implications on statutory reserves, contingency surplus needed on inforce business, valuation statutes, early warning tests, and corporate planning.”

1991 - SOA - V. Report of Combination of Risks Task Force, Society of Actuaries - 186p

  • The Task Force also believes that manipulative patterns of COl deductions will be weeded out by their GMP test.
  • Examples have been given to the regulators that a whole life product filed in their state today that offered cash values that were equal to 1941 CSO 2.5% values would probably be approved, as long as the paid-up values were on the more current non-forfeiture basis, but a similar UL product would not be approved.

--  Philip K. Polkinghorn

1988 - SOA - Update on Universal Life Reserves and Non-Forfeiture Values, Society of Actuaries - 36p