Announcement: SOA releases June 2019 Exam STAM passing candidate numbers and congratulates the new FSAs for August 2019.

Agenda

Event Home  |   Agenda  |   CPD  |   Hotel Information  |   Presenters  | Registration

 

Friday, June 8
7:00 a.m. – 7:30 a.m.
7:30 a.m. – 7:40 a.m.
7:40 a.m. – 8:00 a.m.

Fund Mechanics

Standard Nonforfeiture Law

Introduction to CARVM

Session Coordinator(s)

Facilitator(s)

8:00 a.m. – 8:40 a.m.

Elective Benefits

  • Cash Surrender
  • Annuitization
  • Maximize Present Value of Free Partials

Non-elective Benefits

Session Coordinator(s)

Facilitator(s)

8:40 a.m. – 9:00 a.m.

Regulatory Environment

Fund Mechanics

Session Coordinator(s)

Facilitator(s)

9:15 a.m. – 9:45 a.m.

Death Benefits

Living Benefits

Actuarial Guidelines 34, 39

Session Coordinator(s)

Facilitator(s)

9:45 a.m. – 10:45 a.m.

Standard Scenario

CTE 70 Calculation

Session Coordinator(s)

Facilitator(s)

10:45 a.m. – 11:00 a.m.
11:00 a.m. – 12:00 p.m.
12:00 p.m. – 12:30 p.m.

Basics and Features

Fund Mechanics

Session Coordinator(s)

Facilitator(s)

12:30 p.m. – 12:45 p.m.

Session Coordinator(s)

Facilitator(s)

12:45 p.m. – 1:30 p.m.

DAC Amortization

Session Coordinator(s)

Facilitator(s)

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

Excess Benefits

Sales Inducements

Session Coordinator(s)

Facilitator(s)

2:30 p.m. – 3:15 p.m.

Host Contract

Value of Embedded Derivative

Session Coordinator(s)

Facilitator(s)

Session Coordinator(s)

Facilitator(s)

3:15 p.m. – 3:40 p.m.

Session Coordinator(s)

Facilitator(s)

3:40 p.m. – 4:00 p.m.

Session Coordinator(s)

Facilitator(s)