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VM-G Governance

VM-31 PBR Actuarial Report

Additional Industry Resources

Session Coordinator(s)


Monday, January 1
Tuesday, June 5
11:00 a.m. – 12:00 p.m.
12:00 p.m. – 12:30 p.m.

Component Reserves in the Final VM-20 Minimum Reserve Calculation

VM-20 Exclusion Tests

Session Coordinator(s)


12:30 p.m. – 1:15 p.m.

General VM-20 Requirements (taxes, AVR/IMR, NGE, use of approximations, etc.)

Economic Scenarios

Modeling Assets (starting assets, spreads, reinvestment, hedging programs, etc.)

Prescribed Default Cost Methodology

Session Coordinator(s)


1:15 p.m. – 2:00 p.m.

Company Experience Mortality Rates

The Applicable Industry Table

Experience Studies and Credibility

Margins and Grading

Session Coordinator(s)


2:00 p.m. – 2:15 p.m.
2:15 p.m. – 2:30 p.m.

Policyholder Behavior


Session Coordinator(s)


2:30 p.m. – 3:15 p.m.

Deterministic Reserve – GPV and DIM Methods

Stochastic Exclusion Test – Ratio Test, Demonstration and Certification Methods

Stochastic Reserve – GPVAD Method

Satisfying the Two Percent Collar Test

Session Coordinator(s)