Life and Health Actuarial Task Force

Life and Health Actuarial Task Force, June 1-2, 2007, Minutes
Larry Bruning (KS) May 25, 2007, Memo Regarding Model Law Development (Attachment One)
American Academy of Actuaries’ (AAA) Life Risk Management and Financial Soundness Committee,
Annuity Reserve Work Group, Life Capital Work Group, Annuity Capital Work Group,
Economic Scenario Work Group, and Life Reinsurance Work Group Presentation and Report of the AAA Life
Capital Work Group (Attachment Two)
AAA/Society of Actuaries (SOA) Joint Preferred Mortality Project Oversight Group Report, June 2007
(Attachment Three)
AAA Life Reserves Work Group (LRWG) Report (Attachment Four)
AAA Valuation Law and Manual Team Report (Attachment Five)
June 1, 2007, Draft Section 3(I)A: Requirements for Principles-Based Reserves for Life Products
(Attachment Six)
June 1, 2007, Draft Valuation Manual; Section 3 (IV) Health; Section 4 (I) AOMR; Section 4 (II) PBR Reporting;
Section 5 Annual PBA Review; Section 6 Experience Reporting; and Appendix B Experience Reporting
(Attachment Seven)
Standard Valuation Law (SVL) II Subgroup Report, June 1, 2007 (Attachment Eight)
Katie Campbell (AK) April 24, 2007 Submission Regarding SVL Issues (Attachment Nine)
Christopher Hause (Hause Actuarial) April 6 and May 8, 2007, Letters Regarding SVL (Attachment Ten)
SOA Preneed Mortality Study Presentation, June 1, 2007 (Attachment Eleven)
Michael Villa (Homesteaders Life) June 1, 2007, Submission (Attachment Twelve)
SOA Pandemic Risk Model Presentation, June 2007 (Attachment Thirteen)
AAA Variable Annuity Reserve Work Group Responses to Issues Raised by LHATF on
AG VACARVM During the Spring 2007 NAIC Meeting (Attachment Fourteen)
AG VACARVM Subgroup Report, June 1, 2007 (Attachment Fifteen)
John Bruins (ACLI) March 21, 2007, Submission Regarding the LHATF AG VACARVM Survey
(Attachment Sixteen)
Accident and Health Working Group June 2, 2007, Minutes (Attachment Seventeen)
John Engelhardt (NAIC) May 7, 2007, Submission Regarding LTC Experience Forms
(Attachment Seventeen-A)
June 2, 2007, Draft White Paper – An Exploration of Potential Regulatory Measures Intended to
Prevent Individuals at Later Durations of Non-Group Major Medical Products from Receiving
Higher Rate Increases than Those at Early Durations (Attachment Seventeen-B)
Blanks Proposal Regarding Accident and Health Experience Exhibit, dated May 15, 2007
(Attachment Seventeen-C)
Mary Caswell, (NAIC) April 27, 2007, E-Mail Regarding Exhibit 8 of Life Blank
(Attachment Seventeen-D)
Accident and Health Working Group May 8, 2007, Minutes (Attachment Seventeen-E)
Linda Ziegler (FL) April 13, 2007, E-Mail Regarding Medicare Supplement
(Attachment Seventeen-E1)
Risk Assessment Training Subgroup Report, June 2, 2007 (Attachment Eighteen)
Thomas Rhodes (MIB Solutions) May 7 and May 9, 2007, Memos Regarding Standardized Data Formats
(Attachment Nineteen)
John Bruins (ACLI) May 11, 2007, Submission Regarding Statistical Agent Relative to Model 815
(Attachment Twenty)
June 1, 2007 Draft Standardized Forms for Experience Reporting under NAIC Model Regulation 815
(Attachment Twenty-One)
May 2, 2007, Actuarial Guideline TAB – The Application of the Model Regulation Permitting the Recognition of
Preferred Mortality Tables for Use in Determining Minimum Reserve Liabilities as adopted by LHATF
(Attachment Twenty-Two)
AAA Group Term Life Waiver Table Work Group Presentation (Attachment Twenty-Three)
John Bruins (ACLI) May 11, 2007, Submission Regarding Group Term Life Waiver Proposed Guideline
(Attachment Twenty-Four)
June 2, 2007, Draft Recognition of the 2005 Group Term Life Waiver Mortality and Recovery Table
for Use in Determining Reserve Liabilities for Group Life Waiver of Premium Disabled Life
Reserves Guideline (Attachment Twenty-Five)
Actuarial Board for Counseling and Discipline Presentation (Attachment Twenty-Six)
Actuarial Standards Board (ASB) Presentation (Attachment Twenty-Seven)
ASB Discussion Draft – Standards for Principles Based Reserves for Life Products, May 8, 2007 Version
(Attachment Twenty-Eight)
ASB Discussion Draft – Independent Review of Principles Based Valuations, May 8, 2007 Version
(Attachment Twenty-Nine)
AAA Follow-up Questions on Responses to Question #6 of Questionnaire Submitted to LHATF March 2007 from the
AAA Nonforfeiture Improvement Work Group, June 2007 (Attachment Thirty)
John Bruins (ACLI) May 11, 2007, Submission Regarding Nonforfeiture Improvement Project
(Attachment Thirty-One)
Michael Streck (Principal Financial) May 11, 2007, Submission Regarding Nonforfeiture Law Reform
(Attachment Thirty-Two)
June 2, 2007, draft Generally Recognized Expense Table (GRET) for 2008 (Attachment Thirty-Three)
Life and Health Actuarial Task Force May 4, 2007, Minutes (Attachment Thirty-Four)
Updated Principles-Based Approach Principles from the AAA Consistency: Principles, Summary,
Definitions & Report Format Work Group, May 2007 (Attachment Thirty-Four-A)
Life and Health Actuarial Task Force May 2, 2007, Minutes (Attachment Thirty-Five)
Summary of Responses from LHATF Members to Questions from the AAA Nonforfeiture
Improvement Work Group, May 2007 (Attachment Thirty-Five-A)
William Koenig (Northwestern Mutual) March 23, 2007, Submission Regarding General Nonforfeiture
Improvement (Attachment Thirty-Five-B)
Fred Andersen (NY) and Larry Bruning (KS) April 26, 2007, Submission Regarding Actuarial Guideline TAB
(Attachment Thirty-Five-C)
May 2, 2007, Draft Actuarial Guideline TAB – The Application of the Model Regulation Permitting the
Recognition of Preferred Mortality Tables for Use in Determining Minimum Reserve Liabilities
Attachment Thirty-Five-D)
Life and Health Actuarial Task Force April 18, 2007, Minutes (Attachment Thirty-Six)
Blaine Shepherd (MN) March 14, 2007, Submission Regarding Actuarial Guideline TAB
(Attachment Thirty-Six-A)
Life and Health Actuarial Task Force April 16, 2007, Minutes (Attachment Thirty-Seven)
Life and Health Actuarial Task Force April 4, 2007, Minutes (Attachment Thirty-Eight)
Thomas Rhodes (MIB Solutions) March 29, 2007, Memo Regarding Reporting Forms under NAIC Model
Regulation 815 (Attachment Thirty-Eight-A)
Thomas Rhodes (MIB Solutions) March 29, 2007, Memo Regarding Qualifications Process for NAIC Designating
Statistical Agents (Attachment Thirty-Eight-B)
Center for Economic Justice April 2, 2007, Comments Regarding Life Insurance Statistical Data Collection and
Designation of Statistical Agents (Attachment Thirty-Eight-C)