Odomirok.8-9-IS - Revision history

Graham at 20:10, 25 January 2026

2026-01-25T20:10:41Z

Graham at 20:09, 25 January 2026

2026-01-25T20:09:09Z

Graham at 20:07, 25 January 2026

2026-01-25T20:07:32Z

Graham at 20:05, 25 January 2026

2026-01-25T20:05:16Z

Graham at 20:03, 25 January 2026

2026-01-25T20:03:42Z

Graham: /* Pop Quiz */

2025-11-26T20:28:27Z

‎Pop Quiz

Graham at 18:02, 25 November 2025

2025-11-25T18:02:38Z

Graham at 18:02, 25 November 2025

2025-11-25T18:02:10Z

Graham: /* Statutory Income (2018.Spring #10a) */

2025-06-10T11:44:37Z

‎Statutory Income (2018.Spring #10a)

Graham at 18:25, 18 March 2025

2025-03-18T18:25:14Z

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 || <span style="color: green;">'''Tips from BA user mec06e:'''</span>
 * The information provided in the next section on the problem from ''[[Odomirok.8-9-IS#Statutory_Income_.282017.Fall_.239.29 | 2017.Fall #9]]'' may be helpful in understanding this problem.
-* mec06e also came up with useful a formula in ''[https://www.battleacts6us.ca/vanillaforum6us/discussion/464/2-practice-problems-like-2017-fall-10-first-problem this forum post]''. You have to scroll down to the 3rd post to find the formula.
+* mec06e also came up with useful a formula in ''[https://battleacts.discourse.group/t/2-practice-problems-like-2017-fall-10-first-problem/2845 this forum post]''. You have to scroll down to the 3rd post to find the formula.
 |}

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 :: <span style="color: red;">'''<sup>2</sup>'''</span> Investment revenue </u> <u>excludes</u> ''realized capital gains'' '''AND''' <u>excludes</u> ''unrealized capital gains''
 :: <span style="color: red;">'''<sup>2a</sup>'''</span> by definition: ''(net investment income earned)'' <u>is already</u> ''net of expenses'' and in this problem also ''net of taxes''
-::: ''(there is a helpful [https://www.battleacts6us.ca/vanillaforum6us/discussion/comment/151#Comment_151 forum discussion] on the difference between "investment income earned" and "investment gain".)''
+::: ''(there is a helpful [https://battleacts.discourse.group/t/fall-2018-16/2464 forum discussion] on the difference between "investment income earned" and "investment gain".)''
 :: <span style="color: red;">'''<sup>3</sup>'''</span> If you look at the given information in the exam problem, all of the ''little items'' in the bottom box ''(below unrealized capital gains)'' are included in the income calculation '''except''' <u>''dividends to stockholders''</u>. Normally you would also have to subtract federal & foreign income taxes, but this is not provided in the given information.

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 : <span style="color: red;">'''<sup>4</sup>'''</span> See ''[https://battleacts.discourse.group/t/exam-problem-2019-spring-9-part-c/2598 this forum discussion]'' for more on derivatives and hedge accounting.
-: <span style="color: red;">'''<sup>5</sup>'''</span> There may be an error in the examiner's report solution to part (a). See ''[https://www.battleacts6us.ca/vanillaforum6us/discussion/290/2019-s-10 this forum discussion]'' on the calculation of the UEPR liability (Unearned Premium Reserve).
+: <span style="color: red;">'''<sup>5</sup>'''</span> There may be an error in the examiner's report solution to part (a). See ''[https://battleacts.discourse.group/t/2019-s-10/2674 this forum discussion]'' on the calculation of the UEPR liability (Unearned Premium Reserve).
 [https://www.battleacts6us.ca/FC.php?selectString=**&filter=both&sortOrder=natural&colorFlag=allFlag&colorStatus=allStatus&priority=importance-high&subsetFlag=miniQuiz&prefix=Odomirok&suffix=8-9-IS&section=all&subSection=all&examRep=all&examYear=all&examTerm=all&quizNum=all<span style="font-size: 20px; background-color: lightgreen; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 10px;">'''Full BattleQuiz]'''</span> <span style="color: red;">'''You must be <u>logged in</u> or this will not work.'''</span>

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 : <span style="color: red;">'''<sup>3</sup>'''</span> Part (c) requires basic knowledge of subsequent events which is covered in ''[[NAIC.SSAP-9]]''.
-: <span style="color: red;">'''<sup>4</sup>'''</span> See ''[https://www.battleacts6us.ca/vanillaforum6us/discussion/210/exam-problem-2019-spring-9-part-c this forum discussion]'' for more on derivatives and hedge accounting.
+: <span style="color: red;">'''<sup>4</sup>'''</span> See ''[https://battleacts.discourse.group/t/exam-problem-2019-spring-9-part-c/2598 this forum discussion]'' for more on derivatives and hedge accounting.
 : <span style="color: red;">'''<sup>5</sup>'''</span> There may be an error in the examiner's report solution to part (a). See ''[https://www.battleacts6us.ca/vanillaforum6us/discussion/290/2019-s-10 this forum discussion]'' on the calculation of the UEPR liability (Unearned Premium Reserve).

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 [https://www.battleacts6us.ca/FC.php?selectString=**&filter=both&sortOrder=natural&colorFlag=allFlag&colorStatus=allStatus&priority=importance-high&subsetFlag=miniQuiz&prefix=Odomirok&suffix=8-9-IS&section=all&subSection=all&examRep=all&examYear=all&examTerm=all&quizNum=all<span style="font-size: 20px; background-color: lightgreen; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 10px;">'''Full BattleQuiz]'''</span> <span style="color: red;">'''You must be <u>logged in</u> or this will not work.'''</span>
-&nbsp;&nbsp;[https://www.battleacts6us.ca/vanillaforum6us/categories/odomirok-8-9-is<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]
+&nbsp;&nbsp;[https://battleacts.discourse.group/c/candidates-6u/odomirok-8-9-is/177<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]
 ==In Plain English!==

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 ==Pop Quiz==
-[https://battleacts6us.ca/FC.php?selectString=**&filter=both&sortOrder=natural&colorFlag=allFlag&colorStatus=allStatus&priority=importance-high&subsetFlag=miniQuiz&prefix=Odomirok&suffix=8-9-IS&section=all&subSection=all&examRep=all&examYear=all&examTerm=all&quizNum=7<span style="font-size: 20px; background-color: yellow; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Multiple Choice (mini BattleQuiz 7)]'''</span>&nbsp;&larr; for general review of topic
+[https://battleacts6us.ca/FC.php?selectString=**&filter=both&sortOrder=natural&colorFlag=allFlag&colorStatus=allStatus&priority=importance-high&subsetFlag=miniQuiz&prefix=Odomirok&suffix=8-9-IS&section=all&subSection=all&examRep=all&examYear=all&examTerm=all&quizNum=1<span style="font-size: 20px; background-color: yellow; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Multiple Choice (1st Battle Card in mini BattleQuiz 1)]'''</span>&nbsp;&larr; for general review of topic
 ==Study Tips==

← Older revision		Revision as of 18:02, 25 November 2025
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	'''Author''': ''Kathleen C. Odomirok'', FCAS, MAAA, ''Liam M. McFarlane'', FCIA, FCAS, ''Gareth L. Kennedy'', ACAS, MAAA, ''Justin J. Brenden'', FCAS, MAAA, ''EY''		'''Author''': ''Kathleen C. Odomirok'', FCAS, MAAA, ''Liam M. McFarlane'', FCIA, FCAS, ''Gareth L. Kennedy'', ACAS, MAAA, ''Justin J. Brenden'', FCAS, MAAA, ''EY''
−
−	[https://www.battleacts6us.ca/vanillaforum6us/categories/odomirok-8-9-is<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]

	[https://battleacts.discourse.group/c/candidates-6u/odomirok-8-9-is/177<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]		[https://battleacts.discourse.group/c/candidates-6u/odomirok-8-9-is/177<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]

← Older revision		Revision as of 18:02, 25 November 2025
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	[https://www.battleacts6us.ca/vanillaforum6us/categories/odomirok-8-9-is<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]		[https://www.battleacts6us.ca/vanillaforum6us/categories/odomirok-8-9-is<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]
		+
		+	[https://battleacts.discourse.group/c/candidates-6u/odomirok-8-9-is/177<span style="font-size: 12px; background-color: lightgrey; border: solid; border-width: 1px; border-radius: 10px; padding: 2px 10px 2px 10px; margin: 0px;">'''Forum'''</span>]
		+	[https://www.battleacts6us.ca/vanillaforum6us/categories/odomirok-8-9-is ''   (Or click here for Legacy Forum – no longer monitored)''</span>]

	<span style="display: inline-block; background-color: blue; color: white; font-weight: bold; text-align: center; line-height: 50px; width: 50px; height: 50px; border-radius: 50%;">VIDEO</span> → [https://battleacts6us.ca/video/070_Income_Statement_General_(v01).mp4 <span style="color: black; font-size: 12px; background-color: aqua; border: solid; border-width: 2px; border-radius: 10px; border-color: aqua; padding: 5px 10px 5px 10px; margin-top: 100px;">'''(5:00) → Income Statement - General Overview'''</span>]		<span style="display: inline-block; background-color: blue; color: white; font-weight: bold; text-align: center; line-height: 50px; width: 50px; height: 50px; border-radius: 50%;">VIDEO</span> → [https://battleacts6us.ca/video/070_Income_Statement_General_(v01).mp4 <span style="color: black; font-size: 12px; background-color: aqua; border: solid; border-width: 2px; border-radius: 10px; border-color: aqua; padding: 5px 10px 5px 10px; margin-top: 100px;">'''(5:00) → Income Statement - General Overview'''</span>]

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 {| class="wikitable" style="background-color: palegreen; font-size: 18px;"
 |-
-|| Below are some formulas to keep in mind. <span style="color: red;">'''Update for 2025-03-03:'''</span>
+|| <span style="color: red;">'''Below are some formulas to keep in mind.'''</span>
 <span style="color: red;">'''Note:'''</span> There are inconsistencies between the Odomirok's CAS Financial Reporting Text and the standard SAP Income Statement. It appears that the Odomirok text states an incorrect formula, but anything from the source text should be accepted as correct even if it is not correct.
 |}

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 <span style="display: inline-block; background-color: blue; color: white; font-weight: bold; text-align: center; line-height: 50px; width: 50px; height: 50px; border-radius: 50%;">VIDEO</span> &rarr; [https://battleacts6us.ca/video/070_Income_Statement_General_(v01).mp4 <span style="color: black; font-size: 12px; background-color: aqua; border: solid; border-width: 2px; border-radius: 10px; border-color: aqua; padding: 5px 10px 5px 10px; margin-top: 100px;">'''(5:00) &rarr; Income Statement - General Overview'''</span>]
 &nbsp;&nbsp; ([[Videos |Click here for all currently available videos.]])
 <span style="display: inline-block; background-color: orange; color: white; font-weight: bold; text-align: center; line-height: 50px; width: 50px; height: 50px; border-radius: 50%;">VIDEO</span> &rarr;
 [https://battleacts6us.ca/video/250_Statutory_Surplus_(v01).mp4 <span style="color: black; font-size: 12px; background-color: aqua; border: solid; border-width: 2px; border-radius: 10px; border-color: aqua; padding: 5px 10px 5px 10px; margin-top: 100px;">'''(7:00) &rarr; Statutory Surplus - General Overview'''</span>] &nbsp;&nbsp;&larr; ''This video is from [[Feldblum.Surplus]] but is a good companion video for this material.