V67 – Policyholder Behavior Experience for Life and Annuities Virtual Session

May 8, 2018


Technical Skills & Analytical Problem Solving


Presented by

Reinsurance Section


1:15–2:30 p.m. ET


This virtual session takes place via the Internet.

Registration is now closed. The SOA Customer Service Center is available to assist you Monday through Friday, 8:00 a.m. to 5:00 p.m. CDT. Please call 888.697.3900.


Presenters will review the results of recent ongoing studies of policyholder behavior experience for life insurance and annuity products including individual life insurance lapse/surrender and premium persistency as well as individual annuity surrender/lapse and utilization of guaranteed living benefits. These studies provide an industry benchmark for companies to aid in the assumption setting process. Key drivers of experience will be examined in the context of predictive modeling techniques.

At the conclusion of the session, attendees will be able to:

  • Understand the policyholder behavior experience results at an industry level including key drivers;
  • Compare drivers of experience across different product designs; and
  • Compare their individual company results to recent industry data.

How the live virtual session works and what it includes

Connect to the Internet to participate in the session as it takes place at the 2018 SOA Life & Annuity Symposium in Baltimore. The virtual broadcast streams the video, audio and PowerPoint slides through your computer during the session. As a virtual participant, you will be allowed to interact and submit your questions through a chat box for live response during the session.

You do not need any special equipment. On May 4, 2018, before 2:00 p.m. ET you will be sent detailed virtual session instructions via email including the Web address for accessing the live-streaming broadcast presentation. Any handouts that are available will also be sent.

Please review the  technical requirement sheet for the virtual session platform with your IT department and make sure there aren’t firewall issues with audio streaming through your computers. You can test your computer using the following  link to ensure the audio streaming is working properly.