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  • 2024-valact-session-4f

    This session will review reinsurance fundamentals, risk assessment techniques, optimization strategies, and regulatory considerations through case studies and best practices. Attendees will gain ...

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    • Date: Mar 2025
    • Competency: Results-Oriented Solutions
    • Topics: Annuities; Life Insurance; Reinsurance
  • Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products

    Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products Summary of recent changes to IRS Section 7702 Interest Rates, and how it will impact the design of life ...

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    • Authors: Stuart Kwassman
    • Date: Feb 2021
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life; Life Insurance>Non-forfeiture benefits; Life Insurance>Whole life
  • 2023-impact-virt-session-1d

    "Over the past few years, there have been significant changes in the indexed and variable universal life insurance market. These changes have been driven by a variety of factors, including ...

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    • Authors: Society of Actuaries
    • Date: May 2024
    • Topics: Life Insurance
  • 2023-impact-virt-session-2b

    Long Duration Targeting Improvement's (LDTI's) roll-forward disclosure requirements include line items for the impact of actual variances from expected experience (A/E) for both net premiums ...

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    • Authors: Society of Actuaries
    • Date: May 2024
    • Topics: Financial Reporting & Accounting; Life Insurance; Long-term Care
  • 2023-impact-session-4c

    Companies are looking to modernize their FP&A processes and functions to deliver actionable insights, particularly in light of regulatory changes such as IFRS 17, LDTI, and PBR. New key ...

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    • Authors: Society of Actuaries
    • Date: Jun 2024
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • 2023-impact-session-2i

    It comes as no surprise that there has been a great deal of activity by regulators in trying to understand the evolution of UW and the use of data. CO, WA, DC, CA, and on and on. But, where are ...

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    • Authors: Society of Actuaries
    • Date: Jun 2024
    • Topics: Life Insurance; Predictive Analytics; Public Policy
  • 2023-impact-session-1j

    Come hear from a panel focused on hot topics in the life/LTC combination product market. The presenters will look at regulatory developments, evolution of the risk selection process, and provide ...

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    • Authors: Society of Actuaries
    • Date: Jun 2024
    • Topics: Life Insurance; Long-term Care; Public Policy
  • 2022-upholding-precept-avoiding-bias

    Based on a late 19th century analysis, life insurance premiums were once differentiated by race, with Blacks/African Americans experiencing higher rates than for whites. Over time, the actuarial ...

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    • Date: Jul 2023
    • Competency: Professional Values
    • Topics: Life Insurance
  • 2022-impact-session-6a

    The most recent U.S. population data released by the Centers for Disease Control and Prevention (CDC) and from the U.S. Census at year-end 2021 includes the first ten months of the COVID-19 ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Topics: Enterprise Risk Management; Experience Studies & Data; Life Insurance
  • 2022-impact-session-3k

    ClubVita Session Series Buyouts and indemnity swaps remove all the longevity risk from an underlying population. However, they can be difficult to unwind and are not very flexible or widely ...

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    • Authors: Society of Actuaries
    • Date: Sep 2023
    • Topics: Enterprise Risk Management; Life Insurance; Reinsurance