Agenda

Wednesday, May 9
6:30 a.m. – 7:30 a.m.
7:30 a.m. – 7:35 a.m.

Moderator(s): Douglas L. Robbins, FSA, MAAA

Session Coordinator(s)

Facilitator(s)

7:35 a.m. – 8:20 a.m.

Presenter(s): Nicholas E. Carbo, FSA, MAAA

  • Market trends in the fixed and fixed index annuity market
  • Fixed annuity products trends
  • Fixed index annuity income guarantee trends
  • Growth of registered fixed index annuity products

Session Coordinator(s)

Facilitator(s)

8:20 a.m. – 9:00 a.m.

Presenter(s): Justin Kahn

  • Impacts of the DOL rule on distribution methodologies and compensation
  • Anticipated shift in product sales mix
  • Potential product changes to adapt existing products to the DOL rule framework
  • Options for robo-advisors

Session Coordinator(s)

Facilitator(s)

9:15 a.m. – 10:00 a.m.

Presenter(s): Jennifer L. Healy, FSA, MAAA; Miranda Ronghi

  • The Boomer Market
  • A new brand of retirement
  • Trends in Income Annuity Market
  • Discussion on the future of income annuities

Session Coordinator(s)

Facilitator(s)

10:00 a.m. – 10:45 a.m.

Presenter(s): Douglas L. Robbins, FSA, MAAA

  • The Counterproductivity of sticking with accumulation-phase strategies
  • The Science involved in Reducing “Ruin” Probabilities to Near Zero
  • Overcoming the psychological barriers against income annuities

Session Coordinator(s)

Facilitator(s)

10:45 a.m. – 12:00 p.m.
12:00 p.m. – 12:45 p.m.

Presenter(s): Peter Tian

  • The current VA framework and why it is being reformed
  • Summary of the recommended framework revisions
  • Expected implications for the VA industry

Session Coordinator(s)

Facilitator(s)

12:45 p.m. – 1:30 p.m.

Presenter(s): Christopher Allen Bartak, FSA, MAAA

  • Bottom-up walk through of the independent agent business model
  • Annuity product features and selection from a distribution perspective
  • Trends in distribution of annuities

Session Coordinator(s)

Facilitator(s)

1:30 p.m. – 1:45 p.m.
1:45 p.m. – 2:30 p.m.

Presenter(s): Douglas L. Robbins, FSA, MAAA

Session Coordinator(s)

Facilitator(s)