V77 – Tax Matters for the Product Actuary in a Changing World Virtual Session


May 17, 2016

  • External Forces & Industry Knowledge

Presented by

Taxation Section; Product Development Section


The presenters at this session will discuss developing areas of PBR, existing tax law, and potential tax reform. They will also review potential impacts on assumptions that actuaries may need to consider in life and annuity pricing and product development. They will gear topics to actuaries with all levels of knowledge of taxation rules, pricing and product development. Topics may include the potential impact of principle-based reserving along with other "hot topics" facing the life insurance industry as it pertains to tax law.

At the conclusion of the session, attendees will be able to identify areas of uncertainty in tax matters and the challenges they present in pricing and product development.




Demonstrating the listening, writing and speaking skills required to effectively address diverse technical and nontechnical audiences in both formal and informal settings.

Professional Values

Adhering to standards of professional conduct and practice where all business interactions are based on a foundation of integrity, honesty and impartiality.

External Forces & Industry Knowledge

Identifying and incorporating the implications of economic, social, regulatory, geo-political and business changes into the design and delivery of actuarial solutions.


Initiating, innovating, inspiring, creating or otherwise acting to influence others regardless of level or role toward a common goal.

Relationship Management & Interpersonal Collaboration

Creating mutually beneficial relationships and work processes toward a common goal.

Technical Skills & Analytical Problem Solving

Applying the actuarial knowledge, skills and judgment required to provide value-added services.

Strategic Insight & Integration

Anticipating trends and strategically aligning actuarial practice with broader organizational business goals.

Results-Oriented Solutions

Providing effective problem solving that addresses relevant interests and needs.