>> >>>>>Registration is now open, SOA >>>Members/Non-members outside Taiwan, please register here by >2 April>:> >>>http://aircen.4event.tw/news/detail/82>>>>>>>>> >>> >>>> >>The Society of Actuaries (SOA), in partnership with the Actuarial Institute of Chinese Taipei (AICT), invites you to attend the AICT-SOA Joint Seminar. >The theme of the seminar is >Embracing for the Future.>> The seminar will be conducted in person and take place in Taipei.>>>> >>This seminar will provide a learning and networking platform for seasoned presenters, members and non-members in the Taiwan region to share the topics including:>> >>>>> ·> >>>>>The Actuary of the Future>>>>> >>>>> >>>>·> >>>>>The Surrender Risk of Life Insurer>>>>> >>>>> >>>>·> >>>>>Comparison of Regulatory Framework for Non-Discriminatory AI Usage in Insurance>>>>> >>>>> >>>>·> >>>>>ERM focus on ESG topics>>>>> >>>>> >>>>·> >>>>>Enhancing Voluntary Medical Insurance Sustainability: Insights for Taiwan from Asia>>>>> >>>>> ·> >>>>>Retirement Risk Attitudes and Readiness in Taiwan>>>>>>> >>>>>>> > >>Don’t miss this opportunity to connect with fellow actuaries and industry leaders. We look forward to your participation in this premier event>.>>>>> >>>Audience Experience Level: >>>All levels of experience>>>> >>>Target Audience>>>>>>> >>Actuaries, insurance, finance and investment practitioners, along with other industry professionals practicing in Taiwan, Asia-Pacific region, as well as all interested professionals from all around the world.>>>> >>>Primary Competencies: >>>TBC>>>>>> >>>Venue>>>>> >>>·> >>>>CHANG YUNG-FA FOUNDATION International Convention Center, >>Room 1101>>>> >>>·> >>>>Location and Directions: >>>>CHANG YUNG-FA FOUNDATION International Convention>>>>>> >>> >>> >>>Registration Fees>>>>> >>>·> >>>>>AICT/ SOA Member: >>>NT$ 4,500>>>>>> >>>·> >>>>>Non-Member: >>>NT$ 5,500>> >>> >>> >>>>Continuing Professional Development Credit>>>>>>>> L style="MARGIN-TOP: 0in" type=disc> >>6.0 credits>> - >>>Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion and the SOA Continuing Professional Development Requirement.>>>>>>> >>5.0 credits>> >>- >The Canadian Institute of Actuaries Qualification Standard—Continuing Professional Development>>>>>L> >>> >>> >>>In partnership with:>>>>> >> >>>> > style="mso-bidi-font-weight: normal">>Agenda>>>>> > style="mso-bidi-font-weight: normal">>> >>>> > > > > > class=MsoNormal style="MARGIN: 0in">>>09:00 – 09:05 a.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Welcome Remarks – Actuarial Institute of Chinese Taipei>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s): >>>Jay Ueng, President, Actuarial Institute of Chinese Taipei>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>>09:05 – 09:10 a.m.>>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Welcome Remarks – Society of Actuaries>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s): >>>Amanda Hug, FSA, MAAA, MBA, President and Chair, Society of Actuaries>>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>09:10 – 10:00 a.m. >>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 1 – The Actuary of the Future>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Moderator:>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s):>>> Darryl Wagner, FSA, MAAA, Principal, Deloitte Consulting LLP>>>> class=MsoNormal style="BACKGROUND: white; MARGIN: 0in 0in 8pt">>This session will explore how we shape a stronger, more connected, and future-ready actuarial profession by:>>>> L style="MARGIN-TOP: 0in" type=disc> >>Strengthening the value actuaries deliver to our diverse stakeholders and forging new pathways to purpose and impact >>>> >>Equipping actuarial professionals with the evolving skill sets needed for the future and fostering deeper connections across the profession>>>> >>Strengthening global collaboration and raising awareness of actuaries’ wide-reaching contributions>>>>L>>> > > class=MsoNormal style="MARGIN: 0in">>>10:00 a.m. – 10:50 a.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 2 – The Surrender Risk of Life Insurer>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s):>>> Jason Tsai, Director of NCCU department of risk management and insurance National Chengchi University>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>10:50 – 11:15 a.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Morning Coffee Break>>>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>11:15 a.m. – 12:05 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 3 – >>>Comparison of Regulatory Framework for Non-Discriminatory AI Usage in Insurance>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s): >>>Xiao Xu, PhD, FSA, CERA, CFA, FIAA, CPA, FRM, Senior Lecturer & Nominated Accreditation Actuary, University of New South Wales; International Research Manager, Society of Actuaries>>>> class=Default style='MARGIN: 0in; mso-prop-change: "Lucy Lee" 20250317T1945'>>This session provides an up-to-date comparative analysis of AI regulatory approaches in four key jurisdictions: the United States, the European Union, Canada, and China, within the context of the evolving regulatory landscape. Although commonalities exist among the areas, likely driven by the cross-border nature of the technologies involved, the differences in general, regulatory approach and principles by jurisdiction, have resulted in critical dissimilarities. Common themes include a focus on transparency, traceability, governance, risk management, testing and documentation, and accountability. Differences appear to be primarily the result of the varied regulatory philosophies (e.g., the federalist model of state-led regulation in the U.S. vs. the centralized model in China), legislative approach (industry-specific vs. cross-industry regulation), and regulatory approach (e.g., a focus on protection of rights vs. a focus on fostering technological innovation). >>>> class=MsoNormal style="MARGIN: 0in 0in 8pt; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt">>As AI adoption accelerates, understanding regulatory frameworks is critical for professionals navigating compliance challenges and risk management in the insurance industry. Actuaries and risk professionals will gain insights into how differing regulatory models influence AI governance, operational risk and ethical considerations, helping them adapt to evolving industry standards.>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>12:05 – 1:30 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Lunch>>>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>1:30 – 2:20 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 4 - ERM focus on ESG topics>>>>> class=MsoNormal style="LAYOUT-GRID-MODE: char; MARGIN: 0in 0in 8pt; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt; mso-pagination: none">>>Presenter(s):>>> >>Monk Chiang, ASA, CRO, Head of Risk Management, Chubb Life Taiwan (Present in Chinese) >>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>2:20 – 3:10 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 5 – >>>Enhancing Voluntary Medical Insurance Sustainability: Insights for Taiwan from Asia>>>> class=MsoNormal style="MARGIN: 0in 0in 8pt">>>Presenter(s):>>> >>>Catherine Lu, FCAS, FASHK, Consulting Actuary, Milliman>>>>>> class=MsoNormal style="MARGIN: 0in 0in 8pt; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt">>This session will delve into case studies from various Asian markets, providing a comprehensive overview of successful strategies and practices that can be particularly relevant to Taiwan’s unique healthcare environment. The speaker will explore how product design innovations, advanced pricing techniques and government intervention are employed as important tools to navigate the evolving health insurance landscape and contribute to the development of innovative and sustainable VMI solutions.>>>> class=MsoNormal style="MARGIN: 0in 0in 8pt"> style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif; COLOR: black; LINE-HEIGHT: 107%; mso-fareast-language: ZH-CN; mso-themecolor: text1; mso-fareast-font-family: Calibri; mso-bidi-language: EN-US; mso-fareast-theme-font: minor-latin; mso-ansi-language: EN-US'>In the rapidly evolving landscape of health insurance, ensuring the sustainability of voluntary medical insurance (VMI) is a critical challenge faced by many markets, including Taiwan.>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>3:10 – 3:35 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Afternoon Coffee Break>>>>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>3:35-4:25 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Session 6 – Retirement Risk Attitudes and Readiness in Taiwan>>>>> class=MsoNormal style="MARGIN: 0in">>>Presenter(s): >>>Xiao Xu, PhD, FSA, CERA, CFA, FIAA, CPA, FRM, Senior Lecturer & Nominated Accreditation Actuary, University of New South Wales; International Research Manager, Society of Actuaries>>>> class=MsoNormal style="MARGIN: 0in">>> >>> class=MsoNormal style='MARGIN: 0in 0in 8pt; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt; mso-prop-change: "Lucy Lee" 20250317T1954'>>Asia’s aging population continues to reshape retirement security, financial preparedness, and risk management. Drawing on the latest findings from the SOA-RGA Asia Retirement Readiness Survey, this session presents key insights into how individuals perceive retirement, their concerns, and their approaches to risk and financial planning. By leveraging the 2018 Asia Spotlight Study, it provides a longitudinal perspective, examining key trends from the 2018 and 2024 survey results to highlight how retirement behaviors, financial literacy, and risk perceptions have evolved over time. The impact of COVID-19 is a critical element of this analysis, as the pandemic has influenced economic stability, employment security, and long-term financial planning. While some aspects of retirement preparedness have improved post-pandemic, concerns persist regarding income sufficiency, tax burdens, and access to annuities and insurance products. This session will explore how retirement considerations increasingly incorporate financial protections and insurance products, providing insights into how insurers and financial institutions can design more appealing solutions for the evolving retirement market.>>>> class=MsoNormal style="MARGIN: 0in 0in 8pt; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt">>This > lang=EN-AU style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif; COLOR: black; LINE-HEIGHT: 107%; mso-themecolor: text1; mso-ansi-language: EN-AU'>session is particularly relevant to the AICT-SOA audiences. At the conclusion of the session, attendees will be able to:>>>> class=MsoListParagraphCxSpFirst style='MARGIN: 0in 0in 0in 0.5in; LINE-HEIGHT: normal; TEXT-INDENT: -0.25in; mso-list: l1 level1 lfo2; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt; mso-prop-change: "Lucy Lee" 20250317T1954; mso-pagination: none; mso-add-space: auto'> lang=EN-AU style="FONT-SIZE: 12pt; FONT-FAMILY: Symbol; COLOR: black; mso-themecolor: text1; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-AU">>·> >>> lang=EN-AU style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif; COLOR: black; mso-themecolor: text1; mso-ansi-language: EN-AU'>Identify the primary concerns individuals in Taiwan and Japan have regarding financial security, income sufficiency, and access to pension and insurance products.>>>> class=MsoListParagraphCxSpMiddle style='MARGIN: 0in 0in 0in 0.5in; LINE-HEIGHT: normal; TEXT-INDENT: -0.25in; mso-list: l1 level1 lfo2; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt; mso-prop-change: "Lucy Lee" 20250317T1954; mso-pagination: none; mso-add-space: auto'> lang=EN-AU style="FONT-SIZE: 12pt; FONT-FAMILY: Symbol; COLOR: black; mso-themecolor: text1; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-AU">>·> >>> lang=EN-AU style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif; COLOR: black; mso-themecolor: text1; mso-ansi-language: EN-AU'>Analyze the impact of COVID-19 on retirement planning, financial stability, and evolving risk perceptions in Asia.>>>> class=MsoListParagraphCxSpLast style="MARGIN: 0in 0in 0in 0.5in; LINE-HEIGHT: normal; TEXT-INDENT: -0.25in; mso-list: l1 level1 lfo2; tab-stops: -.75in -.5in 0in .25in .5in 1.5in 2.0in 2.5in 3.5in 3.75in 4.5in 454.5pt; mso-pagination: none; mso-add-space: auto"> lang=EN-AU style="FONT-SIZE: 12pt; FONT-FAMILY: Symbol; COLOR: black; mso-themecolor: text1; mso-fareast-font-family: Symbol; mso-bidi-font-family: Symbol; mso-ansi-language: EN-AU">>·> >>> lang=EN-AU style='FONT-SIZE: 12pt; FONT-FAMILY: "Times New Roman",serif; COLOR: black; mso-themecolor: text1; mso-ansi-language: EN-AU'>Develop strategies for insurers and financial institutions to design innovative retirement solutions that address emerging market needs and evolving consumer expectations.>>>>>> > > class=MsoNormal style="MARGIN: 0in">>>4:25 – 4:30 p.m.>>>>>>> class=MsoNormal style="MARGIN: 0in">>>Closing Remarks>>>>>>>>>>>>>> >> style='FONT-SIZE: 16pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #666666'>>> > >> style='FONT-SIZE: 16pt; FONT-FAMILY: "Calibri",sans-serif; COLOR: #666666'>In partnership with:>>>>>
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