“Cumulative Anti-Selection Theory,” TSA XXXIV, pp. 215–246

“Required Surplus for the Insurance Risk for Certain Lines of Group Insurance,” TSA XXXVI, pp. 9–34, D37–47

ASP No. 5, “Incurred Health and Disability Claims,” December 2000, ASB

ASP No. 8, “Regulatory Filings for Rates and Financial Projections for Health Plans,” January 1989, ASB

ASP No. 18, “Long-Term Care Insurance,” January 1999, ASB

Medicare Reform: Providing Prescription Drug Coverage for Medicare Beneficiaries, (Sections I and II only), AAA Public Policy Monograph, July 2000

ASP No. 16, “Actuarial Practice Concerning Health Maintenance Organizations and Other Managed-Care Health Plans”, July 1990, ASB

Course 8IU Published References

“Pricing in a Return-on-Equity Environment,” TSA XXXIX, pp. 257–271.

“Strategic Management of Life Insurance Company Surplus,” TSA XXXVIII, pp. 105–116.

“Recommendations—Dividend Determination and Illustration”, CIA

“SEAC Secondary Guarantees Debate”, SOA Product Development News, Issue 49, December 1999

“Regulators Respond to Industry “Innovation” Through Guideline AXXX”, SOA Product Matters, Issue 52, January 2002

ASP No. 1, 'Nonguaranteed Charges or Benefits for Life Insurance Policies and Annuity Contracts,' March, 2004, ASB, pp. 1-8.

'Insurance and Annuity Illustrations', November 1997, CIA Educational Note

Course 8IC Published References

“Pricing in a Return-on-Equity Environment,” TSA XXXIX, pp. 257–271.

“Strategic Management of Life Insurance Company Surplus,” TSA XXXVIII, pp. 105–116.

“Recommendations—Dividend Determination and Illustration”, CIA

“SEAC Secondary Guarantees Debate”, SOA Product Development News, Issue 49, December 1999

“Regulators Respond to Industry “Innovation” Through Guideline AXXX”, SOA Product Matters, Issue 52, January 2002

ASP No. 1, 'Nonguaranteed Charges or Benefits for Life Insurance Policies and Annuity Contracts,' March, 2004, ASB, pp. 1-8.

'Insurance and Annuity Illustrations', November 1997, CIA Educational Note

'Task Force on Segregated Fund Investment Guarantees' (excluding appendices), March 2002, CIA.

'Consolidated Standards of Practice – Practice-Specific Standards for Insurers', December 2002, CIA.

Course 8V Published References

“An Excess Spread Approach to Nonparticipating Insurance Products,” TSA XLII, pp. 231–258.

“Utility Functions: From Risk Theory to Finance” Sections 1-7, NAAJ, July 1998

Fair Valuation of Insurance Liabilities: Principles and Methods, AAA Public Policy Monograph, September 2002

“An Approach to Fair Valuation of Insurance Liabilities Using the Firm’s Cost of Capital”, NAAJ, April 2002, pp. 18-23 only

'Fair Value of Liabilities: The Financial Economics Perspective', NAAJ, January 2002

Course 8RU Published References