Announcement: SOA releases passing candidate numbers for September 2019 Exam P.

Agenda

Sunday, November 4
11:00 a.m. – 12:00 p.m.

Session Coordinator(s)

Facilitator(s)

12:00 p.m. – 1:45 p.m.

The half-day session kicks off with overview of FIA and VA designs that are currently offered in the market place. The session will also provide an overview of the philosophical similarities and differences underlying the distribution channels, pricing issues, risk-management approaches, regulatory requirements and behavioral assumptions. 

Session Coordinator(s)

Facilitator(s)

1:45 p.m. – 2:15 p.m.

Session Coordinator(s)

Facilitator(s)

2:15 p.m. – 4:00 p.m.

In the second segment of this course, via a case study, the presenter will discuss issues related to developing a FIA product with a living benefit rider.  In doing so, the presenter will also discuss and outline solutions to overcome these issues  while opportunistically contrasting issues and solutions to those inherent in the VA-related world.

Session Coordinator(s)

Facilitator(s)

4:15 p.m. – 5:15 p.m.

Session Coordinator(s)

Facilitator(s)