№ files_lp_3_process_7_036200
File format: docx
Character count: 18048
File size: 133 KB
Amendment proposal detailing changes to the Valuation Manual VM-20 for group life insurance certificates issued under individual risk selection, specifying minimum reserve requirements, transition periods, and guidance for actuarial valuation compliance.
Year:
2021
Organization:
American Academy of Actuaries, Life Reserves Work Group
Document Type:
Amendment Proposal Form
Region / Jurisdiction:
United States
Subject:
Individual risk selection in group life insurance and Principle-Based Reserve (PBR) applicability
Target Audience:
Actuaries, insurance regulators, NAIC staff
Effective Period:
On or after January 1, 2021
Referenced Document:
Valuation Manual VM-20, revisions to APF 2020-11
NAIC Staff Review Dates:
Received 3/19/19
Appendices:
Red-line changes and supporting notes on individual certificates
Key Changes:
Inclusion of individual certificates under group contracts in VM-20, transition period through 1/1/2024, updated reserve requirements and guidance notes
Price: 8 / 10 USD
The file will be delivered to the email address provided at checkout within 12 hours.
The file will be delivered to the email address provided at checkout within 12 hours.
Don’t have cryptocurrency yet?
You can still complete your purchase in a few minutes:- Buy Crypto in a trusted app (Coinbase, Kraken, Cash App or any similar service).
- In the app, tap Send.
- Select network, paste our wallet address.
- Send the exact amount shown above.
The final amount may vary slightly depending on the payment method.
The file will be sent to the email address provided at checkout within 24 hours.
The product description is provided for reference. Actual content and formatting may differ slightly.
Year:
2026
Organization:
Texas Department of Insurance
Document Type:
Amendment Proposal Form
Related Manual:
2026 Valuation Manual, VM-20
Sections:
9.F.3, 9.F.4, Appendix 2
Author:
Rachel Hemphill
Date Received:
10/28/25
Notes:
2025-15 VM-20, Section 9.F.3 and 9.F.4
Year:
2025
Note:
Region / city
Subject:
Actuarial Valuation Standards
Document Type:
Amendment Proposal
Organization / Institution:
Life Actuarial (A) Task Force, Health Actuarial (B) Task Force
Author:
Rachel Hemphill
Target Audience:
Actuarial professionals, regulators
Year:
2020
Region / City:
Jamaica
Subject:
Customer interview for property valuation roll amendments
Document Type:
Form
Organization / Institution:
National Land Agency
Author:
National Land Agency
Target Audience:
Property owners seeking amendments to the valuation roll
Period of Action:
N/A
Approval Date:
N/A
Amendment Date:
N/A
Date:
03/31/2025
Region / City:
Texas
Topic:
Actuarial Standards
Document Type:
Amendment Proposal
Organization / Institution:
Texas Department of Insurance
Author:
Rachel Hemphill
Target Audience:
Actuaries, Insurance Commissioners, Regulatory Authorities
Effective Period:
N/A
Approval Date:
N/A
Date of Changes:
N/A
Year:
2025
Document type:
Amendment Proposal Form
Organization:
National Association of Insurance Commissioners
Affiliated bodies:
Life Actuarial (A) Task Force; Health Actuarial (B) Task Force
Valuation Manual sections:
VM-20 Section 9.G.8; VM-21 Section 4.A.5
Issue title:
Clarification of contractually guaranteed revenue sharing income
Authors:
Rachel Hemphill; Jacob Allensworth; Elaine Lam; Ben Slutsker
Author affiliations:
Texas Department of Insurance; California Department of Insurance; Minnesota Department of Commerce
Manual edition date:
January 1, 2025
APF reference:
APF 2025-05
Date received:
February 10, 2025
Subject matter:
Actuarial guidance; revenue-sharing agreements; insurance valuation
Regulatory scope:
Insurance valuation standards
Note:
Year
Subject:
Zonal Valuation of Real Properties
Document Type:
Guidelines
Context:
Guidelines for the zonal valuation of real properties in the Philippines, outlining rules for classifications, zonal values, and special cases like condominium units and parking slots.
Year:
2025
Region / City:
New York
Topic:
Accident and Health Insurance
Document Type:
Questionnaire
Organization:
Life Bureau
Author:
Actuary responsible for valuation
Target Audience:
Actuaries, Insurance companies
Period of validity:
Until March 1, 2026
Approval Date:
Not specified
Date of changes:
Not specified
Year:
2019/20
Region / City:
London Borough of Lewisham
Document Type:
Valuation Report
Issuing Organization:
Wilks Head & Eve LLP
Author:
G S C Harbord MA MRICS IRRV (Hons)
Reviewed By:
R G Messenger BSc FRICS FIRRV MCIArb REV, A M Williams Dip BSc (Hons) MRICS FIRRV REV
Purpose:
Financial reporting and housing revenue account valuation
Valuation Date:
31 March 2020
Issued On:
26 May 2020
Currency:
Pounds Sterling (GBP)
Scope:
Housing revenue account properties selected by the Authority
Standards Applied:
IFRS, CIPFA Code, RICS Red Book
Inspection Status:
Inspections partially postponed due to pandemic
Country:
Jamaica
Geographic coverage:
Kingston and St. Andrew, Clarendon, Saint Elizabeth, Saint James, Saint Thomas, Saint Ann, Saint Catherine, Manchester
Subject:
Property valuation services
Document type:
Directory
Content format:
Tabular listing
Organizations listed:
Private property valuation and real estate firms
Information included:
Office addresses, telephone numbers, email addresses
Sector:
Real estate and property valuation
Year:
2021
Region / city:
Manchester
Topic:
Property law, Lease disputes
Document type:
Judgment
Court / institution:
High Court of Justice, Business and Property Courts in Manchester
Author:
Judge Hodge QC
Target audience:
Legal professionals, Property lawyers, Academics
Period of validity:
2021
Approval date:
1 April 2021
Date of changes:
None
Year:
2019
Region / City:
England
Subject:
Council Tax Valuation Appeals
Document Type:
Guidance
Agency:
Valuation Tribunal for England
Author:
Valuation Office Agency
Target Audience:
Respondents in Council Tax Valuation Appeals
Period of Validity:
Ongoing
Date of Approval:
1 October 2019
Date of Changes:
None mentioned
Year:
2022
Region / City:
Mumbai
Topic:
Investment Valuation Guidelines
Document Type:
Draft Circular
Organization:
FIMMDA
Author:
G. Ravindranath, Chief Executive Officer
Target Audience:
FIMMDA Members
Effective Period:
March 2022
Approval Date:
8th March 2022
Amendment Date:
N/A
Year:
2014
Region / City:
Bangladesh
Topic:
Audit Documentation
Document Type:
Audit Working Paper
Organ / Institution:
XYZ Limited
Author:
MR. A
Target Audience:
Audit professionals
Period of Validity:
As of 31 December 2014
Approval Date:
DD/MM/YYYY
Date of Modifications:
Not specified
Year:
FY 2023
Region / City:
USA
Topic:
Financial Analysis, Pharmaceutical Valuation
Document Type:
Investment Report
Organization / Institution:
N/A
Author:
N/A
Target Audience:
Investors, Financial Analysts
Period of Validity:
N/A
Approval Date:
N/A
Date of Changes:
N/A
Year:
2024
Institution:
NYU Stern School of Business
Instructor:
Professor Julian Yeo
Email:
[email protected]
Course Type:
Graduate course / Syllabus
Target Audience:
MBA students
Assessment:
Quizzes 20%, Mid-term Exam 40%, Final Project & Presentation 40%
Delivery:
In-person and LMS Brightspace materials
Academic Integrity Policy:
NYU Stern Student Code of Conduct
Topics Covered:
Equity valuation, accounting-based analysis, financial metrics, intrinsic value, ratio analysis, growth analysis, risk factors
Year:
2025
Region / City:
New York
Topic:
Valuation Reserves
Document Type:
Supplementary Report
Organization:
NYSDFS (New York State Department of Financial Services)
Author:
Not specified
Target Audience:
Domestic Insurance Companies
Effective Period:
Year 2025
Approval Date:
Not specified
Amendment Date:
Not specified
Year:
2017
Region / City:
United States
Topic:
Actuarial guidelines, reinsurance, life insurance reserves
Document type:
Guideline
Institution:
NAIC
Author:
NAIC PBRI Task Force
Target Audience:
Actuaries, insurance companies
Period of validity:
From 1/1/2017
Approval Date:
01/01/2017
Date of changes:
01/01/2017
Year:
2021
Region / City:
NAIC
Topic:
Actuarial standards, assumptions
Document Type:
Amendment Proposal
Organization / Institution:
Texas Department of Insurance
Author:
PBR Staff of Texas Department of Insurance
Target Audience:
Actuaries, insurance regulators, and related stakeholders
Period of validity:
Not specified
Approval date:
Not specified
Date of changes:
Not specified
Year:
2021
Region / City:
United States
Theme:
Actuarial standards, reinsurance data reporting
Document Type:
Proposal Form
Organization:
NAIC (National Association of Insurance Commissioners)
Author:
Angela McNabb & Pat Allison
Target Audience:
Actuaries, insurance companies, reinsurance companies
Effective Period:
2021
Approval Date:
January 1, 2021
Date of Changes:
January 1, 2021
Context:
Proposal for amendments to the Valuation Manual (VM-50 and VM-51) related to the submission of data by reinsurers or third-party administrators for valuation purposes.