Announcement: SOA congratulates the new FSAs for June 2019.

Agenda

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Thursday, June 7
7:00 a.m. – 7:30 a.m.
7:30 a.m. – 8:00 a.m.

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Policy Loads (Front End, Back End)

Charges: COI, Riders

Credited Interest

Persistency Bonuses

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Session Coordinator(s)

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Session Coordinator(s)

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8:00 a.m. – 9:00 a.m.

Session Coordinator(s)

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Guaranteed Maturity Premium (GMP)

Guaranteed Maturity Fund (GMF)

UL CRVM Reserve

Alternative Minimum Reserves

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Session Coordinator(s)

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Session Coordinator(s)

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9:15 a.m. – 10:15 a.m.

Session Coordinator(s)

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Actuarial Guideline 38 (AXXX)   

Sample Calculations

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Facilitator(s)

10:15 a.m. – 11:00 a.m.

Session Coordinator(s)

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Net Premium Reserve (NPR)

Exclusion Tests

Deterministic Reserve (DR) and Stochastic Reserve (SR)

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Facilitator(s)

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

Product Features

Statutory and Tax Valuation & Actuarial Guideline 36

Session Coordinator(s)

Facilitator(s)

12:45 p.m. – 1:15 p.m.

Comparison to Fixed UL

Fund Mechanics: Fixed Interest Options, Mutual Funds & M&E Charges

Guaranteed Minimum Death Benefits 

Session Coordinator(s)

Facilitator(s)

1:15 p.m. – 1:45 p.m.

Base Policy Reserves

Actuarial Guideline 37

  • One Year Term Reserve (OYT)
  • Attained Age Level Reserve (AALR)

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Facilitator(s)

1:45 p.m. – 2:00 p.m.

Session Coordinator(s)

Facilitator(s)

2:00 p.m. – 3:15 p.m.

Introduction, EGP’s and DAC

GAAP Financial Statements

Recoverability Testing

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3:15 p.m. – 4:00 p.m.

SOP 03-1

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