Description: Explore the importance of financial well-being and current efforts to improve it for all stakeholders, including employers, insurers and individuals. With factors like the COVID-19 pandemic and economic pressures driving rapidly rising inflation, dive into this webcast to learn better preparation for retirement security. How will we meet the future challenges of financial well-being? Discover research materials from the Geneva Association, Financial Finesse and the Society of Actuaries Aging and Retirement Strategic Research Program crafted to help clients and colleagues financially plan for the future.

Description: June 2024, AG54 will begin for new RILA sales. This guidance requires companies to determine an interim value that is more aligned with the market value of the position on a daily basis. This discussion will talk through companies adoption of AG54, lessons learned, approaches and integration with the administration system. Additionally this session will discuss how AG54 impacts new product design, reserving and capital implications.

Description: The speakers will work through hands-on Excel examples of bootstrapping interest rate curves—including forward, spot, and par rates. The presenters will also cover models such as Hull-White and the Forward Market Model with an emphasis on derivative valuation and exposure calculations.

Description: This webinar will cover the basics of structured assets, their uses in the insurance industry, and ALM and capital considerations. It will also include a section with an introduction to CLO Residual Tranches and recent capital discussions surrounding them.

Description: The rapid and persistent rise in rates has increased many insurer's concerns around liquidity, disintermediation, and overall ALM risk management. Learn an overview of ALM, including the goals and reasons for performing it, common approaches, and real-world examples of common pit falls and mistakes that have been made in the industry. Explore the differences in approaches, and the pros and cons of these various approaches.Learn about the importance of understanding the ALM approach, with clearly defined strategic objectives. Additionally,discover an understanding of the value to both managing risk and optimizing enterprise value. Come away with a deep appreciation for the value that a well-constructed ALM program can bring to valuation/capital planning/asset adequacy testing/pricing (life and annuity).

Description: A panel of actuaries and investment experts share their experience with the AG53 requirements for Asset Adequacy Testing. Discuss challenging areas in the inaugural year of the consideration of complex assets as well as discuss potential areas of future regulatory expectations

Description: Why Write Variable Products When You Can Put the Money Directly into the Stock Market?

Description: This article explores the possibility of using innovations from the financial markets to reduce some portion of the LTC risk and thus encourage the growth of the product.

Description: Chairperson’s column discusses recent events in the investment industry.

Description: This article speculates on the presence and magnitude of the benefits attributable to regular rebalancing of one's investment portfolio. It surveys the extant literature, discusses certain implications, and presents conclusions.