Difference between revisions of "Library - Readings"

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|style="background-color: pink"| Feldblum, S., "IRS Loss Reserve Discounting," CAS Study Note, 2017, pp. 1-26, excluding Appendix and endnotes.
 
 
|style="background-color: pink"| Feldblum (Loss Reserve Discounting)
 
|style="background-color: pink"| Feldblum (Loss Reserve Discounting)
 
|style="background-color: pink"| [[Feldblum.Discount]]
 
|style="background-color: pink"| [[Feldblum.Discount]]
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|style="background-color: pink"| Horn, D. and Brown, J., “Introduction to the National Flood Insurance Program (NFIP),” Congressional Research Service, September 12, 2017, pp. 1-25.
 
 
|style="background-color: pink"| Horn & Brown
 
|style="background-color: pink"| Horn & Brown
 
|style="background-color: pink"| [[Horn.Flood]]
 
|style="background-color: pink"| [[Horn.Flood]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/McCarty_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/McCarty_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Preamble.
 
 
|| NAIC APPM, Preamble
 
|| NAIC APPM, Preamble
 
|| [[NAIC.APPM]]
 
|| [[NAIC.APPM]]
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 5R, “Liabilities, Contingencies and Impairment of Assets,” paragraphs 1-12, 26-29, and 33-34. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 5R
 
|| NAIC SSAP 5R
 
|| [[NAIC.SSAP-5R]]
 
|| [[NAIC.SSAP-5R]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 9, “Subsequent Events,” paragraphs 1-8. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 9
 
|| NAIC SSAP 9
 
|| [[NAIC.SSAP-9]]
 
|| [[NAIC.SSAP-9]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 53, “Property Casualty Contracts—Premiums,” paragraphs 1-18. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 53
 
|| NAIC SSAP 53
 
|| [[NAIC.SSAP-53]]
 
|| [[NAIC.SSAP-53]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 55, “Unpaid Claims, Losses and Loss Adjustment Expenses,” paragraphs 1-6 and 10-17. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 55
 
|| NAIC SSAP 55
 
|| [[NAIC.SSAP-55]]
 
|| [[NAIC.SSAP-55]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 62R, “Property and Casualty Reinsurance,” paragraphs 1-90. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 62R
 
|| NAIC SSAP 62R
 
|| [[NAIC.SSAP-62R]]
 
|| [[NAIC.SSAP-62R]]
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| | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 63, “Underwriting Pools,” paragraphs 1-11. This material is available in Appendix IV of the COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 63
 
|| NAIC SSAP 63
 
|| [[NAIC.SSAP-63]]
 
|| [[NAIC.SSAP-63]]
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 65, “Property and Casualty Contracts,” paragraphs 1-46. This material is available in Appendix IV of COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 65
 
|| NAIC SSAP 65
 
|| [[NAIC.SSAP-65]]
 
|| [[NAIC.SSAP-65]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf ☎]
  
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|| National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2019, Statement of Statutory Accounting Principles 66, “Property and Casualty Contracts,” paragraphs 1-46. This material is available in Appendix IV of COPLFR P&C Practice Note. Updates each year
 
 
|| NAIC SSAP 66
 
|| NAIC SSAP 66
 
|| [[NAIC.SSAP-66]]
 
|| [[NAIC.SSAP-66]]
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|| National Association of Insurance Commissioners, “NAIC Insurance Regulatory Information System (IRIS) Ratios Manual,” 2018, Section II, Property/Casualty Ratios, pp. 5-26.
 
 
|| NAIC IRIS
 
|| NAIC IRIS
 
|| [[NAIC.IRIS]]
 
|| [[NAIC.IRIS]]
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|| National Association of Insurance Commissioners, Official 2018 NAIC Annual Statement Blanks, Property and Casualty, (both individual and consolidated basis), pp. 2-13, Notes to the Financial Statement p. 14 (refer to the Odomirok paper for the Notes to cover); Schedules D (pp. SI03 through SI09), F (pp. 20-29), H (pp.30-32), and P (pp. 33-93). Candidates will be expected to have knowledge of other sections of the annual statement that are discussed in other Syllabus readings. Candidates are not responsible for page numbers. [The “Notes to the Financial Statement” are cited for reference only. Candidates are responsible for the Notes as described in the Odomirok reading where the Notes are referenced by title. If the 2018 Annual Statement and the study materials differ, candidates may base their answers on either.]
 
 
|| NAIC Annual Statement
 
|| NAIC Annual Statement
 
|| [[NAIC.Annual]]
 
|| [[NAIC.Annual]]
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|| National Association of Insurance Commissioners Official Annual Statement Examples: The following companies post their annual statements online. Candidates may use these (or their own company’s statements) as illustrations to better understand the annual statement but are not responsible for any company-specific data: (1) Travelers and (2) the Liberty Mutual Group.
 
 
|| NAIC Annual Statement Examples
 
|| NAIC Annual Statement Examples
 
|| [[NAIC.AnnualExs]]
 
|| [[NAIC.AnnualExs]]
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[https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Liberty_Mutual_Group_2018_1.pdf Liberty Mutual]
 
[https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Liberty_Mutual_Group_2018_1.pdf Liberty Mutual]
  
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|| National Association of Insurance Commissioners, Casualty Actuarial and Statistical Task Force, Price Optimization White Paper, November 2015, pp. 1-16.
 
 
|| NAIC Price
 
|| NAIC Price
 
|| [[NAIC.Price]]
 
|| [[NAIC.Price]]
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|| NAIC White Paper, “The U.S. National State-Based System of Insurance Regulation and the Solvency Modernization Initiative,” 2013. Candidates are not responsible for the following: • Section 2: paragraphs 15-18, 26-28, 32-34, 41-42, Appendix 1, and Appendix 2; • Section 3: paragraphs 9, 13-15, 23-32, and 38-39; • Section 4; and • Section 5: paragraphs 9, 20-29, 30-45, and 61-86.
 
 
|| NAIC Solvency Regulatory Framework
 
|| NAIC Solvency Regulatory Framework
 
|| [[NAIC.Solvency]]
 
|| [[NAIC.Solvency]]
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| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_1.pdf ☎]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_1.pdf ☎]
  
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|| Odomirok, K.C., et al., Financial Reporting Through the Lens of a Property/ Casualty Actuary, Casualty Actuarial Society, 2014, Edition 5, excluding Part VII [Canadian Introduction and Canadian Chapters 27-29 (pp. 335-362)] and Appendix II. Including Errata.
 
 
|| CAS Financial Reporting
 
|| CAS Financial Reporting
 
|| [[]]
 
|| [[]]
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|| Porter, K., Insurance Regulation, Insurance Institute of America, 2008, Chapters 2 (exclude pp. 2.19-2.29), 3 (exclude pp. 3.21 starting at Other Interest Groups -3.25), 4 (exclude pp. 4.16-4.23), 5 (exclude pp. 5.12-5.22), 6 (pp. 6.11-6.17), 8 (pp. 8.3-8.6 and 8.12-8.15), and 12 (exclude pp. 12.12-12.17).
 
 
|| Porter 1
 
|| Porter 1
 
|| [[]]
 
|| [[]]
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| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
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|| Porter, K., Insurance Regulation, Insurance Institute of America, 2008, Chapter 12 (pp. 12.12-12.17).
 
 
|| Porter 2
 
|| Porter 2
 
|| [[]]
 
|| [[]]
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| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
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|| Vaughan, T., “The Economic Crisis and Lessons from (and for) U.S. Insurance Regulation,” Journal of Insurance Regulation, Fall 2009, pp. 3-16.
 
 
|| Vaughn
 
|| Vaughn
 
|| Vaughan.Crisis
 
|| Vaughan.Crisis
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| style="background-color: lightgreen" |
 
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|style="background-color: pink"| Webel, B., “Terrorism Risk Insurance: Issue Analysis and Overview of Current Program,” Congressional Research Service, July 23, 2014, pp. 5-11.
 
 
|style="background-color: pink"| Webel 1
 
|style="background-color: pink"| Webel 1
 
|style="background-color: pink"| [[Webel.TRIA-1]]
 
|style="background-color: pink"| [[Webel.TRIA-1]]
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|style="background-color: pink"| Webel, B., “Terrorism Risk Insurance Legislation the 114th Congress: Issue Summary and Side-by-Side Analysis,” Congressional Research Service, January 20, 2015, Summary page and pp. 1-3.
 
 
|style="background-color: pink"| Webel 2
 
|style="background-color: pink"| Webel 2
 
|style="background-color: pink"| [[Webel.TRIA-2]]
 
|style="background-color: pink"| [[Webel.TRIA-2]]

Revision as of 16:20, 13 March 2020

CAS
Abbreviation
BattleWiki
Link
Spring
2021
Fall
2020
Spring
2020
Fall
2019
Spring
2019
Fall
2018
Spring
2018
20** IEE updates each year IEE.Current 2019 2018 2017
ASOP 20 ASOP.20
ASOP 36 ASOP.36
ASOP 41 ASOP.41
ASOP 43 ASOP.43
AAA Materiality AAA.Materiality
Baribeau Baribeau.Regs
Blanchard and Klann BK.Reins
COPLFR P&C Practice Note COPLFR.SAO 2019 2018 2017 2016
Cook Cook.Personal
Dearie Dearie.Excess
Feldblum (Loss Reserve Discounting) Feldblum.Discount
Feldblum (Rating Agencies) Feldblum.Ratings
Feldblum (Surplus) Feldblum.Surplus Reading

errata

ASC 944-020-15 FASB.944
Freihaut & Vendetti Freihaut.Reins
GAO Report GAO.Report
Government Insurers Study Note Germani.GovtIns
Horn & Brown Horn.Flood
Horn & Webel Horn2018.Flood
NAIC Telematics NAIC.Telematics
King
Klann Klann.ReinsComm
Kucera Kucera.Credit
McCarty McCarty.Credit
NAIC APPM, Preamble NAIC.APPM study kit
NAIC SSAP 5R NAIC.SSAP-5R
NAIC SSAP 9 NAIC.SSAP-9
NAIC SSAP 53 NAIC.SSAP-53
NAIC SSAP 55 NAIC.SSAP-55
NAIC SSAP 62R NAIC.SSAP-62R
NAIC SSAP 63 NAIC.SSAP-63
NAIC SSAP 65 NAIC.SSAP-65
NAIC SSAP 66 NAIC.SSAP-66
NAIC IRIS NAIC.IRIS check if updated to 2019 edition
NAIC Annual Statement NAIC.Annual
NAIC Annual Statement Examples NAIC.AnnualExs Travelers

Liberty Mutual

Travelers

Liberty Mutual

NAIC Price NAIC.Price
NAIC Solvency Regulatory Framework NAIC.Solvency
CAS Financial Reporting [[]] Edition 5 Edition 4

Errata

Porter 1 [[]]
Porter 2 [[]]
Vaughn Vaughan.Crisis
Webel 1 Webel.TRIA-1
Webel 2 Webel.TRIA-2