Difference between revisions of "Library - Readings"

From BattleActs
Jump to navigation Jump to search
 
(40 intermediate revisions by the same user not shown)
Line 1: Line 1:
 
: {| class='wikitable' style='width: 1200px; font-size: ;'
 
: {| class='wikitable' style='width: 1200px; font-size: ;'
 
|-
 
|-
−
! style='width: ;' | Citation !! style='width: 100px;' | CAS <br> Abbreviation !! style='width: 100px;' | BattleWiki <br> Link !! style='width: 100px;' | Spring <br> 2021 !! style='width: 100px;' |Fall <br> 2020 !! style='width: 100px;' | Spring <br> 2020 !! style='width: 100px;' | Fall <br> 2019 !! style='width: 100px;' | Spring <br> 2019  
+
!! style='width: 100px;' | CAS <br> Abbreviation !! style='width: 100px;' | BattleWiki <br> Link !! style='width: 100px;' | Spring <br> 2021 !! style='width: 100px;' |Fall <br> 2020 !! style='width: 100px;' | Spring <br> 2020 !! style='width: 100px;' | Fall <br> 2019 !! style='width: 100px;' | Spring <br> 2019  
 
!! style='width: 100px;' | Fall <br> 2018 !! style='width: 100px;' | Spring <br> 2018  
 
!! style='width: 100px;' | Fall <br> 2018 !! style='width: 100px;' | Spring <br> 2018  
  
 
|-
 
|-
−
|| 20** Insurance Expense Exhibit. Updates each year
 
 
||  20** IEE updates each year
 
||  20** IEE updates each year
 
|| [[IEE.Current]]
 
|| [[IEE.Current]]
 
||
 
||
−
|style="background-color: lightblue" | 2019|
+
|style="background-color: lightblue" | 2019
 
||   
 
||   
 
|style="background-color: lightblue" | 2018
 
|style="background-color: lightblue" | 2018
Line 16: Line 15:
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
|| Actuarial Standards Board of the American Academy of Actuaries, “Actuarial Standard of Practice, No. 20, Discounting of Property/Casualty Unpaid Claim Estimates,” September 2011.
 
 
|| ASOP 20
 
|| ASOP 20
 
|| [[ASOP.20]]
 
|| [[ASOP.20]]
Line 29: Line 27:
  
 
|-
 
|-
−
|| Actuarial Standards Board of the American Academy of Actuaries, “Actuarial Standard of Practice No. 36, Statements of Actuarial Opinion Regarding Property/Casualty Loss and Loss Adjustment Expense Reserves,” December 2010, updated for deviation language in May 2011.
 
 
|| ASOP 36
 
|| ASOP 36
 
|| [[ASOP.36]]
 
|| [[ASOP.36]]
Line 40: Line 37:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_36_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_36_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| Actuarial Standards Board of the American Academy of Actuaries, “Actuarial Standard of Practice No. 41, Actuarial Communications,” December 2010.
 
 
|| ASOP 41
 
|| ASOP 41
 
|| [[ASOP.41]]
 
|| [[ASOP.41]]
Line 52: Line 48:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_41_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_41_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| Actuarial Standards Board of the American Academy of Actuaries, “Actuarial Standard of Practice No. 43, Property/Casualty Unpaid Claim Estimates,” June 2007, updated for deviation language in May 2011.
 
 
|| ASOP 43
 
|| ASOP 43
 
|| [[ASOP.43]]
 
|| [[ASOP.43]]
Line 64: Line 59:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_43_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/ASOP_43_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| American Academy of Actuaries, Task Force on Materiality, “Materiality, Concepts on Professionalism,” Discussion Paper, Professionalism Series, 2006, No. 8, June 2006.
 
 
|| AAA Materiality
 
|| AAA Materiality
 
|| [[AAA.Materiality]]
 
|| [[AAA.Materiality]]
Line 77: Line 71:
  
 
|-
 
|-
−
|| Baribeau, A.G., “Demystifying the Regulatory Web,” Actuarial Review, March/April 2016.
 
 
|| Baribeau
 
|| Baribeau
 
|| [[Baribeau.Regs]]
 
|| [[Baribeau.Regs]]
Line 88: Line 81:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Baribeau_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Baribeau_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| Blanchard, R.S.; and Klann, J., “Basic Reinsurance Accounting–Selected Topics,” CAS Study Note, October 2012.
 
 
|| Blanchard and Klann
 
|| Blanchard and Klann
 
|| [[BK.Reins]]
 
|| [[BK.Reins]]
Line 101: Line 93:
  
 
|-
 
|-
−
|| Committee on Property and Liability Financial Reporting, American Academy of Actuaries, “A Public Policy Practice Note, Statements of Actuarial Opinion on Property & Casualty Loss Reserves, 2018.” Exclude Appendix I.1.3 NAIC Title SAO Instructions and Appendix IV. SSAPs. Note that SSAP 5R, 9, 53, 55, 62R, and 65 found in Appendix IV are readings for Learning Objectives C1 and E1 for this exam.
 
 
|| COPLFR P&C Practice Note
 
|| COPLFR P&C Practice Note
 
|| [[COPLFR.SAO]]
 
|| [[COPLFR.SAO]]
Line 112: Line 103:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_2018_1.pdf &#x0260E;]2016
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_2018_1.pdf &#x0260E;]2016
  
−
|-
+
|-
−
|| Cook, Mary Ann, ed., Personal Insurance, (Second Edition), The Institutes, 2013, pp. 2.13-2.15 and 7.32-7.36.
 
 
|| Cook
 
|| Cook
 
|| [[Cook.Personal]]
 
|| [[Cook.Personal]]
Line 124: Line 114:
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
|| Dearie, J.P., editor, "2018 Excess and Surplus Lines Laws in the United States," Locke Lord LLP, pp. ii-iv (stop at Calculation of Surplus Lines Taxes Under NRRA) and pp. 1.1-1.5 excluding the sections on: NAIC Approval, pp. 1.1-1.2; Industrial Insurance, pp. 1.3-1.4; and Ocean Marine and Transportation Insurance, p. 1.4.
 
 
|| Dearie
 
|| Dearie
 
|| [[Dearie.Excess]]
 
|| [[Dearie.Excess]]
Line 136: Line 125:
 
||
 
||
  
−
|-
+
|-
−
|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]]
Line 143: Line 131:
 
|style="background-color: pink"|
 
|style="background-color: pink"|
 
|style="background-color: pink"|
 
|style="background-color: pink"|
−
||style="background-color: pink"  
+
|style="background-color: pink"|
−
|style="background-color: pink"|
+
||
 
||
 
||
 
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Feldblum_(Loss_Reserve_Discounting)_2018_1.pdf &#x0260E;]
 
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Feldblum_(Loss_Reserve_Discounting)_2018_1.pdf &#x0260E;]
  
 
|-
 
|-
−
|| Feldblum, S., “Rating Agencies,” CAS Study Note, October 3, 2011, pp. 1-7 and 14-15 (stop at Best’s Capital Adequacy Ratio) and Appendix A. Candidates are not responsible for Section 4, Section 5 beginning at Best's Capital Adequacy Ratio on p. 15, Appendices B-D, and the endnotes.
 
 
|| Feldblum (Rating Agencies)
 
|| Feldblum (Rating Agencies)
 
|| [[Feldblum.Ratings]]
 
|| [[Feldblum.Ratings]]
Line 160: Line 147:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Feldblum_(Rating_Agencies)_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Feldblum_(Rating_Agencies)_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| Feldblum, S., “Statutory Surplus: Computation, Pricing and Valuation,” CAS Study Note, June 2003, including errata. Candidates are not responsible for the endnotes.
 
 
|| Feldblum (Surplus)
 
|| Feldblum (Surplus)
 
|| [[Feldblum.Surplus]]
 
|| [[Feldblum.Surplus]]
Line 173: Line 159:
 
[https://www.battleactsmain.ca/readings_6U/Feldblum_(Surplus)_errata_2018_1.pdf errata]  
 
[https://www.battleactsmain.ca/readings_6U/Feldblum_(Surplus)_errata_2018_1.pdf errata]  
  
−
|-
+
|-
−
|| Financial Accounting Standards Board, Accounting Standards Codification 944, “Financial Guarantee Insurance Contracts,” 2011, Section 15, Scope and Scope Exceptions, paragraphs 15-1 to 15-2; 15-5 to 15-7; 15-34 to 15-35; 15-41 to 15-44; and 15-49 to 15-54. Candidates are not responsible for material relating to longduration contracts and/or life insurance.
 
 
|| ASC 944-020-15
 
|| ASC 944-020-15
 
|| [[FASB.944]]
 
|| [[FASB.944]]
Line 185: Line 170:
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
|| Freihaut, D.; and Vendetti, P., “Common Pitfalls and Practical Considerations in Risk Transfer Analysis,” Casualty Actuarial Society E-Forum, Spring 2009. Appendices A and B are for information only and will not be directly tested.
 
 
|| Freihaut & Vendetti
 
|| Freihaut & Vendetti
 
|| [[Freihaut.Reins]]
 
|| [[Freihaut.Reins]]
Line 197: Line 181:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Freihaut_&_Vendetti_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Freihaut_&_Vendetti_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| “GAO Report to Congressional Requesters, Risk Retention Groups, Clarifications Could Facilitate States’ Implementation of the Liability Risk Retention Act,” United States Government Accountability Office, GAO-12-16, December 2011, pp. 5-7 and 34- 38.
 
 
|| GAO Report
 
|| GAO Report
 
|| [[GAO.Report]]
 
|| [[GAO.Report]]
Line 210: Line 193:
  
 
|-
 
|-
−
|| Germani, W., et al., "Government Insurers Study Note,” CAS Study Note, April 2017, pp. 1-16.
 
 
|| Government Insurers Study Note
 
|| Government Insurers Study Note
 
|| [[Germani.GovtIns]]
 
|| [[Germani.GovtIns]]
Line 222: Line 204:
  
 
|-
 
|-
−
|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]]
Line 233: Line 214:
 
||
 
||
  
−
|-
+
|-
−
|| Horn, D. and Webel, B., "Private Flood Insurance and the National Flood Insurance Program" July 31, 2018, Congressional Research Service R45242, pp. 1-19.
 
 
|| Horn & Webel
 
|| Horn & Webel
 
|| [[Horn2018.Flood]]
 
|| [[Horn2018.Flood]]
 
||  
 
||  
−
||
+
|style="background-color: lightblue" |[https://www.battleactsmain.ca/readings_6U/Horn_and_Webel_2020_1.pdf &#x0260E;]
 
||
 
||
 
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Horn_and_Webel_2019_2.pdf &#x0260E;]
 
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Horn_and_Webel_2019_2.pdf &#x0260E;]
Line 246: Line 226:
  
 
|-
 
|-
−
|| Karapiperis, Dimitri; Birnbaum, Birny; Brandenberg, Aaron; Castagna, Sandra; Greenberg, Allen; Harbage, Robin; and Obersteadt, Anne, Usage-Based Insurance and Vehicle Telematics: Insurance Market and Regulatory Implications, National Association of Insurance Commissioners, CIPR Study, March 2015, pp. 1-16 (excluding section on Tower Watson’s DriveAbility) and 42-60.
 
 
|| NAIC Telematics
 
|| NAIC Telematics
 
|| [[NAIC.Telematics]]
 
|| [[NAIC.Telematics]]
Line 252: Line 231:
 
||
 
||
 
||
 
||
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Telematics_2018_1.pdf &#x0260E;]
 
−
 
 
||
 
||
 
||
 
||
 
||
 
||
 +
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Telematics_2018_1.pdf &#x0260E;]
 +
 
|-
 
|-
−
| style="background-color: pink" | King, R. “The National Flood Insurance Program: Status and Remaining Issues for Congress,” Congressional Research Service, February 6, 2013, pp. 1-32.
 
 
| style="background-color: pink" | King
 
| style="background-color: pink" | King
 
| style="background-color: pink" |  
 
| style="background-color: pink" |  
−
||  
+
|style="background-color: pink"|  
−
||
+
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
|style="background-color: pink"|
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/King_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/King_2018_1.pdf &#x0260E;]
  
−
||
 
−
||
 
−
||
 
 
|-
 
|-
−
|| Klann, J., “Reinsurance Commutation,” 2013.
 
 
|| Klann
 
|| Klann
 
|| [[Klann.ReinsComm]]
 
|| [[Klann.ReinsComm]]
Line 282: Line 259:
  
 
|-
 
|-
−
|| Kucera, J., “NAIC Public Hearing on Credit-Based Insurance Scores,” American Academy of Actuaries, April 30, 2009.
 
 
|| Kucera
 
|| Kucera
 
|| [[Kucera.Credit]]
 
|| [[Kucera.Credit]]
Line 291: Line 267:
 
||
 
||
 
| ||style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Kucera_2018_1.pdf &#x0260E;]
 
| ||style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/Kucera_2018_1.pdf &#x0260E;]
−
|-
+
 
−
|| McCarty, K.M., “Testimony of Kevin M. McCarty, Florida Insurance Commissioner, Florida Office of Insurance Regulation and Representing the National Association of Insurance Commissioners, Regarding: ‘The Impact of Credit-Based Insurance Scoring on the Availability and Affordability of Insurance,’ May 21, 2008,” Subcommittee on Oversight and Investigations of the House Committee on Financial Services, excluding Appendices 1 and 2.
+
|-
 
|| McCarty
 
|| McCarty
 
|| [[McCarty.Credit]]
 
|| [[McCarty.Credit]]
Line 303: Line 279:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/McCarty_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/McCarty_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, Preamble.
+
|| NAIC APPM, Preamble
−
| style="background-color: lightblue" | NAIC APPM, Preamble
+
|| [[NAIC.APPM]]
−
| style="background-color: lightblue" | [[NAIC.APPM]]
 
 
||
 
||
 +
||study kit
 
||
 
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC.APPM_2019.pdf &#x0260E;]
 
||
 
||
−
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC.APPM_2019.pdf &#x0260E;]
+
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC.APPM_2018.pdf &#x0260E;]  
−
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC.APPM_2018.pdf &#x0260E;]
 
−
| style="background-color: lightblue" |
 
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
 
|-
 
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 5R
−
| style="background-color: lightblue" | NAIC SSAP 5R
+
|| [[NAIC.SSAP-5R]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-5R]]
+
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_5R_2020_1.pdf &#x0260E;]
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
||
 
||
Line 324: Line 301:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 9
−
| style="background-color: lightblue" | NAIC SSAP 9
+
|| [[NAIC.SSAP-9]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-9]]
+
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_9_2020_1.pdf &#x0260E;]  
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
||
 
||
Line 333: Line 312:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 53
−
| style="background-color: lightblue" | NAIC SSAP 53
+
|| [[NAIC.SSAP-53]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-53]]
+
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_53_2020_1.pdf &#x0260E;]  
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
||
 
||
Line 342: Line 323:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 55
−
| style="background-color: lightblue" | NAIC SSAP 55
+
|| [[NAIC.SSAP-55]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-55]]
+
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_55_2020_1.pdf &#x0260E;]  
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
||
 
||
Line 351: Line 334:
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 62R
−
| style="background-color: lightblue" | NAIC SSAP 62R
+
|| [[NAIC.SSAP-62R]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-62R]]
+
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_62R_2020_1.pdf &#x0260E;]
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]  
 
||
 
||
Line 361: Line 346:
  
 
|-
 
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, Accounting Practices and Procedures Manual, 2018, 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.
+
|| NAIC SSAP 63
−
| style="background-color: lightblue" | NAIC SSAP 65
+
|| [[NAIC.SSAP-63]]
−
| style="background-color: lightblue" | [[NAIC.SSAP-65]]
+
||
 +
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_63_2020_1.pdf &#x0260E;]
 +
||
 +
||
 +
||
 +
||
 +
||
 +
 
 +
|-
 +
|| NAIC SSAP 65
 +
|| [[NAIC.SSAP-65]]
 +
||
 +
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_65_2020_1.pdf &#x0260E;]  
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2019_2.pdf &#x0260E;]
 
||
 
||
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_2.pdf &#x0260E;]
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_2.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_Appendix_IV_2018_1.pdf &#x0260E;]
 +
 +
|-
 +
|| NAIC SSAP 66
 +
|| [[NAIC.SSAP-66]]
 +
||
 +
|style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/COPLFR_P&C_Practice_Note_66_2020_1.pdf &#x0260E;]
 +
||
 +
||
 +
||
 +
||
 +
||
  
 
|-
 
|-
−
| style="background-color: lightblue" | National Association of Insurance Commissioners, “NAIC Insurance Regulatory Information System (IRIS) Ratios Manual,” 2018, Section II, Property/Casualty Ratios, pp. 5-26.
+
|| NAIC IRIS
−
| style="background-color: lightblue" | NAIC IRIS
+
|| [[NAIC.IRIS]]
−
| style="background-color: lightblue" | [[NAIC.IRIS]]
+
||
 +
|| check if updated to 2019 edition
 +
||
 
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/NAIC_IRIS_2019_2.pdf &#x0260E;]  
 
|style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/NAIC_IRIS_2019_2.pdf &#x0260E;]  
 
||
 
||
Line 379: Line 390:
  
 
|-
 
|-
−
| style="background-color: lightblue" | 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
−
| style="background-color: lightblue" | NAIC Annual Statement
+
|| [[NAIC.Annual]]
−
| style="background-color: lightblue" | [[NAIC.Annual]]
+
||
 +
||
 +
||
 
|style="background-color: lightblue"|  
 
|style="background-color: lightblue"|  
 
||
 
||
Line 388: Line 401:
  
 
|-
 
|-
−
|style="background-color: lightblue"| 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
−
|style="background-color: lightblue"| NAIC Annual Statement Examples
+
|| [[NAIC.AnnualExs]]
−
|style="background-color: lightblue"| [[NAIC.AnnualExs]]
+
||
 +
|| need to add links
 +
||
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Travelers_2019_2.pdf Travelers]
 
|style="background-color: lightblue"| [https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Travelers_2019_2.pdf Travelers]
 
[https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Liberty_Mutual_Group_2019_2.pdf Liberty Mutual]
 
[https://www.battleactsmain.ca/readings_6U/NAIC_Annual_Statement_Examples_Liberty_Mutual_Group_2019_2.pdf Liberty Mutual]
Line 398: Line 413:
 
[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]
  
−
|-
+
|-
−
|| 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]]
 
||  
 
||  
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
Line 408: Line 425:
  
 
|-
 
|-
−
| style="background-color: lightblue" | 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
−
| style="background-color: lightblue" | NAIC Solvency Regulatory Framework
+
|| [[NAIC.Solvency]]
−
| style="background-color: lightblue" | [[NAIC.Solvency]]
 
 
||  
 
||  
 +
||
 +
||
 +
||
 
||
 
||
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_2.pdf &#x0260E;]
 
| style="background-color: lightblue" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_2.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_1.pdf &#x0260E;]
 
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/NAIC_Solvency_Regulatory_Framework_2018_1.pdf &#x0260E;]
  
−
|-
+
|-
−
|| Odomirok, K.C., et al., Financial Reporting Through the Lens of a Property/ Casualty Actuary, Casualty Actuarial Society, 2014, Edition 4, excluding Part VII [Canadian Introduction and Canadian Chapters 27-29 (pp. 335-362)] and Appendix II. Including Errata.
 
 
|| CAS Financial Reporting
 
|| CAS Financial Reporting
 
|| [[]]
 
|| [[]]
−
||  
+
||
 +
||Edition 5
 +
||
 +
||
 
||
 
||
 
||
 
||
−
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/CAS_Financial_Reporting_2018_1.pdf &#x0260E;]
+
| style="background-color: lightgreen" | [https://www.battleactsmain.ca/readings_6U/CAS_Financial_Reporting_2018_1.pdf &#x0260E;] Edition 4
−
[https://www.battleactsmain.ca/readings_6U/CAS_Financial_Reporting_errata_2018_1.pdf &#x0260E;]
+
[https://www.battleactsmain.ca/readings_6U/CAS_Financial_Reporting_errata_2018_1.pdf &#x0260E;] Errata
  
 
|-
 
|-
−
| style="background-color: lightblue" | 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
−
| style="background-color: lightblue" | Porter 1
+
|| [[]]
−
| style="background-color: lightblue" | [[]]
 
 
||  
 
||  
 
||
 
||
−
| style="background-color: lightblue" |
+
||
 +
||
 +
||
 +
||
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
|| Porter, K., Insurance Regulation, Insurance Institute of America, 2008, Chapter 12 (pp. 12.12-12.17).
 
 
|| Porter 2
 
|| Porter 2
 
|| [[]]
 
|| [[]]
 
||  
 
||  
 +
||
 +
||
 +
||
 
||
 
||
 
||
 
||
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
| style="background-color: lightgreen" | Vaughan, T., “The Economic Crisis and Lessons from (and for) U.S. Insurance Regulation,” Journal of Insurance Regulation, Fall 2009, pp. 3-16.
+
|| Vaughn
−
| style="background-color: lightgreen" | Vaughn
+
|| Vaughan.Crisis
−
| style="background-color: lightgreen" | Vaughan.Crisis
+
||
 +
||
 +
||
 
|style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6U/Vaughn_2019_2.pdf &#x0260E;]
 
|style="background-color: lightgreen"| [https://www.battleactsmain.ca/readings_6U/Vaughn_2019_2.pdf &#x0260E;]
−
||
+
|style="background-color: pink"|
 
| style="background-color: pink" |
 
| style="background-color: pink" |
 
| style="background-color: lightgreen" |
 
| style="background-color: lightgreen" |
  
−
|-
+
|-
−
|| 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
−
|| Webel 1
+
|style="background-color: pink"| [[Webel.TRIA-1]]
−
|| [[Webel.TRIA-1]]
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
||
 
||  
 
||  
 
||
 
||
Line 463: Line 492:
  
 
|-
 
|-
−
|| 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
−
|| Webel 2
+
|style="background-color: pink"| [[Webel.TRIA-2]]
−
|| [[Webel.TRIA-2]]
+
|style="background-color: pink"|
 +
|style="background-color: pink"|
 +
||
 
||  
 
||  
 
||
 
||

Latest revision as of 16:21, 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 need to add links 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 ☎
Retrieved from "https://battleacts6us.ca/wiki6us/index.php?title=Library_-_Readings&oldid=4947"