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CCRC Actuarial Data Access by Residents
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The vision of the American Academy of Actuaries is that financial security systems in the United States be sound and sustainable, and that actuaries be recognized as preeminent experts in risk and financial security.

The American Academy of Actuaries' mission is to serve the public and the United States actuarial profession.

To accomplish this:

As the public voice for the United States actuarial profession, the Academy provides independent and objective actuarial information, analysis, and education for the formation of sound public policy;

The Academy provides for the establishment, maintenance, and enforcement of high professional standards of actuarial qualification, practice, and conduct;

The Academy advances actuarial practice by informing and educating its members on public policy and professionalism issues and current and emerging practices;

The Academy identifies and addresses issues on behalf of the public interest on matters in which actuarial science provides a unique understanding;

The Academy increases the public's understanding and recognition of the value of the actuarial profession;

The Academy provides opportunities for professional development of its members through volunteerism and service to the profession;

The Academy facilitates and coordinates response to issues of common interest among the U.S.-based actuarial associations; and

The Academy coordinates the representation of the U.S. profession globally.
The American Academy of Actuaries is a 19,500-member professional association whose mission is to serve the public and the U.S. actuarial profession. The Academy assists public policymakers on all levels by providing leadership, objective expertise, and actuarial advice on risk and financial security issues. The Academy also sets qualification, practice, and professionalism standards for actuaries in the United States.
AV Powell in his discussion of actuarial reports addressed this issue. (see: min 28:10 - 30:30)... his main point was that it is a complex document and can be easily taken out of context to support an unintended conclusion.
Does anyone have any experience with residents accessing Actuarial reports if required by State Regulation? I live in Texas and recently requested a copy of my CCRC’s latest Actuarial report under The Texas Open Records Act. The Actuarial Report is required tby the Texas Department of Insurance regulations on a periodic basis.

My request has been forwarded to the Texas Attorney General’s office for a legal opinion on release of the information to me.

Just wondering what the experience of other residents in this regard might be.
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