Difference between revisions of "Odomirok.18-IEE"
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Based on past exams, the '''main things''' you need to know ''(in rough order of importance)'' are: | Based on past exams, the '''main things''' you need to know ''(in rough order of importance)'' are: | ||
− | * <span style="color: green;">'''surplus allocation'''</span> - '' | + | * <span style="color: green;">'''surplus allocation'''</span> - ''calculate the surplus value/ratio, explain & <u>evaluate</u> the method'' |
− | * <span style="color: blue;">'''investment gain'''</span> - ''calculating the value/ratio'' | + | * <span style="color: blue;">'''investment gain'''</span> - ''calculating the investment gain value/ratio'' |
* miscellaneous IEE topics - ''impact on stakeholders, profit (loss), prepaid expenses, capital gains, comparison to UIE (U/W & Investment Exhibit)'' | * miscellaneous IEE topics - ''impact on stakeholders, profit (loss), prepaid expenses, capital gains, comparison to UIE (U/W & Investment Exhibit)'' | ||
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| [https://www.battleacts6us.ca/pdf/Exam_(2015_2-Fall)/(2015_2-Fall)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2015.Fall #13)'''</span> | | [https://www.battleacts6us.ca/pdf/Exam_(2015_2-Fall)/(2015_2-Fall)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2015.Fall #13)'''</span> | ||
|| <span style="color: green;">'''surplus allocation:'''</span> <br> - calculate value | || <span style="color: green;">'''surplus allocation:'''</span> <br> - calculate value | ||
− | || <span style="color: green;">'''surplus allocation:'''</span> <br> - evaluate method | + | || <span style="color: green;">'''surplus allocation:'''</span> <br> - <u>evaluate</u> method |
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
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|- | |- | ||
| [https://www.battleacts6us.ca/pdf/Exam_(2015_1-Spring)/(2015_1-Spring)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2015.Spring #13)'''</span> | | [https://www.battleacts6us.ca/pdf/Exam_(2015_1-Spring)/(2015_1-Spring)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2015.Spring #13)'''</span> | ||
− | || '''pre- | + | || '''pre-tax profit (loss)''': <br> - calculate ratio to surplus |
− | || <span style="color: green;">'''surplus allocation:'''</span> <br> - evaluate method | + | || <span style="color: green;">'''surplus allocation:'''</span> <br> - <u>evaluate</u> method |
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
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| [https://www.battleacts6us.ca/pdf/Exam_(2014_1-Spring)/(2014_1-Spring)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2014.Spring #13)'''</span> | | [https://www.battleacts6us.ca/pdf/Exam_(2014_1-Spring)/(2014_1-Spring)_(13).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2014.Spring #13)'''</span> | ||
|| <span style="color: green;">'''surplus allocation:'''</span> <br> - calculate value | || <span style="color: green;">'''surplus allocation:'''</span> <br> - calculate value | ||
− | || <span style="color: green;">'''surplus allocation:'''</span> <br> - evaluate method | + | || <span style="color: green;">'''surplus allocation:'''</span> <br> - <u>evaluate</u> method |
|| '''IEE vs Page 14''': <br> - presentation of data | || '''IEE vs Page 14''': <br> - presentation of data | ||
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
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| [https://www.battleacts6us.ca/pdf/Exam_(2013_2-Fall)/(2013_2-Fall)_(15).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2013.Fall #15)'''</span> | | [https://www.battleacts6us.ca/pdf/Exam_(2013_2-Fall)/(2013_2-Fall)_(15).pdf <span style='font-size: 12px; background-color: yellow; border: solid; border-width: 1px; border-radius: 5px; padding: 2px 5px 2px 5px; margin: 5px;'>E</span>] <span style="color: red;">'''(2013.Fall #15)'''</span> | ||
|| <span style="color: green;">'''surplus allocation:'''</span> <br> - explain method | || <span style="color: green;">'''surplus allocation:'''</span> <br> - explain method | ||
− | || <span style="color: green;">'''surplus allocation:'''</span> <br> - evaluate method | + | || <span style="color: green;">'''surplus allocation:'''</span> <br> - <u>evaluate</u> method |
|| <span style="color: green;">'''surplus allocation:'''</span> <br> - propose new method | || <span style="color: green;">'''surplus allocation:'''</span> <br> - propose new method | ||
|| '''IEE ''(commercial)''''': <br> - impact on stakeholders | || '''IEE ''(commercial)''''': <br> - impact on stakeholders | ||
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|| '''IEE profit (loss)''': <br> - calculate | || '''IEE profit (loss)''': <br> - calculate | ||
|| '''IEE profit (loss)''': <br> - how is it used | || '''IEE profit (loss)''': <br> - how is it used | ||
− | || '''rate adequacy''': | + | || '''rate adequacy''': <br> - based on IEE |
| style="background-color: lightgrey" | | | style="background-color: lightgrey" | | ||
Revision as of 00:55, 13 February 2019
Pop Quiz
BattleTable
Based on past exams, the main things you need to know (in rough order of importance) are:
- surplus allocation - calculate the surplus value/ratio, explain & evaluate the method
- investment gain - calculating the investment gain value/ratio
- miscellaneous IEE topics - impact on stakeholders, profit (loss), prepaid expenses, capital gains, comparison to UIE (U/W & Investment Exhibit)
reference part (a) part (b) part (c) part (d) E (2017.Spring #11) investment gain:
- calculate valuesurplus allocation:
- impact of exposure shiftE (2016.Fall #10) investment gain:
- calculate ratiosurplus allocation:
- calculate ratioIEE (commercial):
- impact on stakeholdersE (2016.Spring #11) investment gain:
- calculate valueprepaid expenses:
- treatment ofE (2015.Fall #13) surplus allocation:
- calculate valuesurplus allocation:
- evaluate methodE (2015.Spring #13) pre-tax profit (loss):
- calculate ratio to surplussurplus allocation:
- evaluate methodE (2014.Fall #11) see Odomirok.8-9-IS IEE vs UIE:
- 2 differencesunrealized capital gains:
- exclude from tot. inv. gainsurplus allocation:
- IEE vs ratemakingE (2014.Spring #13) surplus allocation:
- calculate valuesurplus allocation:
- evaluate methodIEE vs Page 14:
- presentation of dataE (2013.Fall #15) surplus allocation:
- explain methodsurplus allocation:
- evaluate methodsurplus allocation:
- propose new methodIEE (commercial):
- impact on stakeholdersE (2012.Fall #17) IEE profit (loss):
- calculateIEE profit (loss):
- how is it usedrate adequacy:
- based on IEE
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Memorize:
Conceptual:
Calculational: