Groups
AAA – American Academy of Actuaries – Groups
AAA – Groups Life Capital Adequacy Subcommittee (LCAS) Invested Assets Work Group (AIAWG) Nonforfeiture Modernization Work Group – actuary.org/committees/dynamic/NFIWG formerly the Nonforfeiture Improvement Work Group C1 Work Group C3 Life and Annuity Capital Work Group (C3WG) 1999 – Report – AAA to NAIC – https://www.actuary.org/sites/default/files/files/C3_Phase_I_Report_October_1999.pdf 2009 – Report – AAA to NAIC – content.naic.org/sites/default/files/inline-files/committees_e_capad_lrbc_C3_RBC_instructions_package.pdf Committee…
Read MoreOliver Wyman
Oliver Wyman MetLife v FSOC
Read MoreMoody’s
Moody’s AIG – Moody’s 2021 0709 – Moody’s – US municipal bond defaults and recoveries, 1970-2020 – 113p Also, you had a lot of different interests in Executive Life. You had joint service and Goldman Sachs had bought a lot of the muni-GICs at 10¢ on a dollar. It was looking for the big pop. Whether…
Read MoreSECHistorical
SECHistorical sechistorical.org/ https://www.sechistorical.org/collection/papers/1930/1939_0412_DouglasInsuranceT.pdf
Read MoreBrokersAlliance
BrokersAlliance youtube.com/@BrokersAlliance brokersalliance.com/ Steve Savant Eric Palmer Guests Sheryl Moore Bobby Samuelson 2012 0110 – BrokersAlliance – Introduction to Indexed Universal Life – [Sheryl Moore] – [YouTube-27:23] 26 – Sheryl Moore: What your Agents need to know about. And that is what is the integrity of the renewal rates with the company that you are…
Read MoreLICAC – Life Insurance Consumer Advocacy Center
LICAC – Life Insurance Consumer Advocacy Center lifeinsuranceconsumeradvocacycenter.org/ Brian Brosnahan Dick Weber Case in Point: Bob B. Example from LICAC Bob B. of Berkeley, California bought a universal life policy from First Colony Life Insurance Company, a predecessor of Genworth, in 1991, when he was 52 years old. The policy had a death benefit of $500,000…
Read MoreJury
Jury Finally, these standards are difficult for juries to follow. It is difficult for a jury to understand an instruction from a judge that tells them not to assume, just because the future turned out different from the way the actuary projected, that a discrepancy meant the actuary was wrong. Juries have a hard time…
Read MoreJudges
Judges Judges – Walker v LSW Premiums, Costs and Benefits – Judges — Mr. Anderson – (p261) 1919 – The Record, American Institute of Actuaries – Individual Reserves in Life Insurance – <Educate Judges> – [PDF- 451p-GooglePlay] Johnston & Johnston v Conseco first principles Father said never to purchase UL California – used to have …
Read MoreISDA – International Swaps and Derivatives Association
ISDA – International Swaps and Derivatives Association isda.org/ 1985 – ISDA – Code of Standard Wording, Assumptions and Provisions for Swaps – 32p 2003 0819 – ISDA Master Agreement between AIG and Goldman Sachs – 62p 2005 0621 – Press Release – ISDA – ISDA Publishes Template for Credit Default Swaps on Asset-Backed Securities with…
Read MoreBrookings
Brookings Institute brookings.edu/ c-span.org///Brookings-Institution Martin Mayer Bob Litan Donald Kohn 1992 – Brookings – Back to basics: solvency as the primary object of insurance industry regulation, Bob Litan – <WishList> 2008 – Brookings – The Origins of the Financial Crisis, Martin Neil Baily, Robert E. Litan, and Matthew S. Johnson – 47p 2009 0506 – GOV…
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