Announcement: SOA releases October 2019 Exam FM passing candidate numbers.

Agenda

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Wednesday, June 6
7:00 a.m. – 7:30 a.m.
7:30 a.m. – 8:10 a.m.

Statutory Background and Reserve Parameters

Statutory Reserve Methods

Session Coordinator(s)

Facilitator(s)

8:10 a.m. – 8:40 a.m.

Whole Life CRVM Example

Increasing Benefit Whole Life CRVM Example

Whole Life Alternative Minimum CRVM Example

Comparison of Statutory methods

Session Coordinator(s)

Facilitator(s)

8:40 a.m. – 9:00 a.m.

Supplemental Benefit (Waiver of Premium Example)

Session Coordinator(s)

Facilitator(s)

9:00 a.m. – 9:20 a.m.

X-Factor Requirements and Demonstration of Compliance

Session Coordinator(s)

Facilitator(s)

9:35 a.m. – 10:00 a.m.

Session Coordinator(s)

Facilitator(s)

10:00 a.m. – 10:20 a.m.

Session Coordinator(s)

Facilitator(s)

10:20 a.m. – 10:55 a.m.

Session Coordinator(s)

Facilitator(s)

10:55 a.m. – 11:20 a.m.

Session Coordinator(s)

Facilitator(s)

11:20 a.m. – 11:30 a.m.

Session Coordinator(s)

Facilitator(s)

11:30 a.m. – 12:30 p.m.

Session Coordinator(s)

Facilitator(s)

12:30 p.m. – 12:50 p.m.

Session Coordinator(s)

Facilitator(s)

12:50 p.m. – 1:00 p.m.

Session Coordinator(s)

Facilitator(s)

1:00 p.m. – 1:15 p.m.

Session Coordinator(s)

Facilitator(s)

Session Coordinator(s)

Facilitator(s)

1:15 p.m. – 1:35 p.m.

GAAP Income Statement Example

Session Coordinator(s)

Facilitator(s)

1:35 p.m. – 1:55 p.m.

Session Coordinator(s)

Facilitator(s)

1:55 p.m. – 2:15 p.m.
2:15 p.m. – 2:35 p.m.

Session Coordinator(s)

Facilitator(s)

2:35 p.m. – 3:05 p.m.

Mortality Deterioration

Session Coordinator(s)

Facilitator(s)

3:05 p.m. – 3:15 p.m.

Session Coordinator(s)

Facilitator(s)

3:15 p.m. – 3:35 p.m.

If time - Internal Replacements (SOP 05-1) 

Session Coordinator(s)

Facilitator(s)

3:35 p.m. – 4:00 p.m.