2019 Life & Annuity Symposium

Fee Schedule

Entire Meeting

One Day Only

*Payment is required in U.S. dollars. Schedule denotes U.S. dollars.

Registration Fees

Entire Meeting Registration

Includes all SOA-sponsored breakfasts, refreshment breaks, luncheons, networking reception, sessions and program materials.

One Day Registration

Monday includes the SOA-sponsored continental breakfast, refreshment breaks, general luncheon, networking reception, sessions and program materials.

Tuesday includes the SOA-sponsored continental breakfast, refreshment breaks, networking luncheon, sessions and program materials.

Guest Fees

The SOA provides a variety of registration options for guests of attendees. A guest (or nonbusiness affiliate) is considered a significant other, friend or family member of the attendee who is over the age of 18. One guest per registrant is allowed. Members of an actuarial organization and recruiters are not considered guests and must register at the appropriate member or nonmember fee listed above.

The guest fee for the entire meeting entitles guests to attend all SOA-sponsored breakfasts, exhibit hall entry and the general networking reception. The guest fee for Monday entitles guests to attend the SOA-sponsored breakfast, exhibit hall entry and the general networking reception. The guest fee for Tuesday entitles guests to attend the SOA-sponsored breakfast and exhibit hall entry.

Note: The guest fee does not include attending sessions or the presidential luncheon.

Reduced Registration Fees

A partial waiver equal to 50 percent of the SOA member registration fee (excluding all extra-cost activities) is available for SOA members and credential holders who:

1. Are full-time academics and Ph.D. candidates, subject to a limit of $2,500 in aggregate partial waivers of meeting fees per calendar year;
2. Are employed in the government or are unemployed, and not eligible for reimbursement, subject to a limit of one continuing education event per calendar year;
3. Have received a waiver of member dues or credential fees for the calendar year in accordance with the SOA’s dues waiver policy, subject to a limit of one continuing education event per calendar year.

Methods of Registration

• Paying by Credit Card
  Register online by Friday, May 17.
• Paying by Check
  Complete the attached form with check payable to:
  Society of Actuaries
  2019 Life & Annuity Symposium
  P.O. Box 95600
  Chicago, IL 60694-5600

PLEASE ALLOW 10 DAYS FOR RECEIPT AND PROCESSING OF CHECKS.

Registration Details and Policies

Full payment is required at the time of registration.

Registration Discount/Attendee List

Registration forms submitted via mail must be RECEIVED on or before Friday, April 19 to qualify as advance registration and receive the discounted rates. To ensure inclusion on the attendee list, your registration form with payment must be RECEIVED by the SOA on or before Friday, April 19.

Registrations received after Friday, April 19 will continue to be processed at the increased registration fee.

Onsite

If you are unable to register online by Friday, May 17, you may register at the on-site registration desk at the following times:

Sunday, May 19, 4:00–7:00 p.m.

Monday, May 20, 7:30 a.m.–4:30 p.m.

Tuesday, May 21, 7:00 a.m.–5:00 p.m.

Confirmation

You will receive an email confirmation of your online order. Mail-in registration confirmations are emailed after the order has been processed. If you do not receive a confirmation, please go to this page and log in to confirm your order was placed. To request another copy of the confirmation order or to update the registration form, please contact SOA customer service at customerservice@soa.org.

Refunds

SOA incurs significant expenses prior to an event; to minimize losses SOA maintains the following refund and cancelation policy:

• Prior to Monday, May 6 you may cancel your registration with a full refund provided, less a $100 administrative fee.
• After Monday, May 6 there will be no refunds provided. However, you may transfer your registration to another SOA major meeting within one year of cancelation.
• An alternate attendee within the same organization may be substituted at any time prior to the conference start with no penalty. However, if the original attendee is a member and the substitute attendee is not the difference in rate, between member/nonmember, must be paid in full at time of substitution.
• The Society of Actuaries reserves the right to cancel any event if conditions warrant.    In the event of such cancellation, registration fees will be refunded in full. The Society of Actuaries is not responsible for any airfare or hotel cancellation fees that an attendee may incur due to event cancellation.

To cancel an order, log in to My SOA, choose the item you wish to cancel from your order summary and click the cancellation button. Complete the form to submit your refund request.

Session Registration

It is necessary for attendees to select the session they plan to attend in each time slot at time of registration. This will assist the SOA staff in assigning appropriate meeting room space to accommodate the maximum number of attendees for each session.

Hotel Information

Tampa Marriott Water Street
700 S. Florida Ave.
Tampa, FL 33602
Toll Free Reservations: +1-888-789-3090

Guest room rates (taxes not included):
$234 single/double occupancy

Reservations

Make your reservations online by 12:00 p.m. Eastern Friday, April 19 or by calling +1-888-789-3090. Reservations made after this deadline are subject to space and rate availability. Please make sure you mention that you are attending the Society of Actuaries’ Life & Annuity Symposium. 

A major credit card is required in order to make a reservation.

Early Departures

During check-in, all guests will be asked to verify their departure date. At that time, you may change your departure date without penalty. Any guest who departs before the confirmed departure date may be charged an early departure fee.

Why Stay at the Tampa Marriott Water Street?

We realize there are many hotel options available and by staying at the Marriott, we offer you the chance to save through the SOA group rate. Staying at the Marriott will also provide you the best opportunity to network with your peers and maximizes the quality of your meeting experience.

Confirmations

Confirmation of your hotel reservation is provided by the hotel. If you have not received a confirmation number prior to your departure, please call the hotel to make sure your reservation is in order. Remember to mention your affiliation with the Society of Actuaries in all hotel communications to ensure the correct handling of your reservation.

Hotel Check-In and Checkout

Check-in time is 4:00 p.m. and checkout time is 12:00 p.m. Those arriving early may check their bags with the bell desk in the hotel lobby.

Hotel/Airport Transportation

The Tampa Marriott Water Street is located 9 miles from Tampa International Airport (TPA). Estimated taxi fare is $25.00.

Travel

AmTrav Corporate Travel is the Society of Actuaries’ official travel agency. AmTrav is focused on providing cost savings and enhanced travel services. Call AmTrav at 866.284.5774 or visit them online at Amtrav.com.

Table of Contents

Attendee List
Committee List
Sponsorship
Virtual Session Information
Additional Information

Attendee List

Ordered by Last Name
Ordered by Company Name

2019 SOA Life & Annuity Symposium Program Committee

The following members were instrumental in arranging this program:
*All credentials listed with SOA credentials first, then alphabetical order.

• Kelly J. Rabin, FSA, MAAA, Symposium Chairperson
• Donna Christine Megregian, FSA, MAAA, Life Product Track Chair
• Jerry F. Enoch, FSA, MAAA Professional Development Committee Representative
• Minyu Cao, FSA, CERA, Actuary of the Future Section
• John K. McGarry, ASA, Education & Research Section
• Aneesha A. Deshpande, FSA, CERA, MAAA, Entrepreneurial & Innovation Section
• Enzinma E. Miller, FSA, MAAA, Financial Reporting Section
• Suhrid Swaminarayan, FSA, FIA, Investment Section
• Fei Xie, FSA, FCIA, Joint Risk Management Section
• Abraham S. Gootzeit, FSA, MAAA, Leadership & Development Section
• Robert T. Eaton, FSA, MAAA, Long Term Care Insurance Section
• Brendan Thomas Costello, FSA, CERA, MAAA, Marketing & Distribution Section
• Vikas Sharan, FSA, FIA, MAAA, Modeling Section
• Ricardo Trachtman, FSA, MAAA, Predictive Analytics & Futurism Section
• Anthony V. Ferraro, FSA, MAAA, Product Development Section
• Laura Joelle Muse, FSA, MAAA, Reinsurance Section
• Michelle Lynn Grusenmeyer, FSA, MAAA, Smaller Insurance Company Section
• Thomas P. Edwalds, FSA, ACAS, MAAA, Taxation Section
• Han (Henry) Chen, FSA, FCIA, MAAA, Technology Section

Sponsorship

Sponsor this Event

A wide variety of event sponsorship opportunities are available for the 2019 Life & Annuity Symposium. For questions, contact Lauren Scaramella at (847) 273-8840 or email at lscaramella@soa.org.

Thank you to our 2019 Life & Annuity Symposium Event Sponsors:

Gold

Silver

Virtual Session Information

Members who are unable to attend, but want to earn SOA CPD credit and take part in this year’s meeting can register for one or more virtual sessions. You can watch live video broadcasts from the meeting, participate in the sessions as they take place and ask the presenters questions through the chat window or via email. Check back for further details and registration.

Virtual Session Rates

1–2 participants $144
3 or more participants $288

Note: This is the number of participants you will have at one computer and not the number of logins you will receive. If you wish to receive multiple logins, you must register for each login individually.

Additional Information

Attire

Business casual attire is appropriate for meeting sessions and all SOA-sponsored events.

Free Wi-Fi

Complimentary wireless internet access will be available to all attendees.

Meeting Apps

Learn more about SOA professional development apps.

Presentations

Available before and after the meeting, presentations can be accessed at SOA.org/2019LAS on the agenda pages. All presentations (including new and amended materials) will be available on the SOA website and included in the meeting app.

Session Recordings

The SOA is making select 2019 SOA Life & Annuity Symposium session recordings available. The MP4 audio recordings synchronized with presenter slides are complimentary for SOA members and for a nominal charge for nonmembers. The MP4 downloads provide excellent training, are eligible for fulfillment of CPD requirements and allow you to view sessions you may have missed. View the sessions online anytime or download the MP4 files to your mobile device for portable listening. Meeting registrants will be notified when the recordings are available.