VM-20 Asset Modeling Webcast

November 17, 2016


External Forces & Industry Knowledge

Presented by

Financial Reporting and Smaller Insurance Company Sections


Noon-1:30 p.m. ET


This webcast takes place via the Internet.

Registration Fees

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 +1-888-697-3900.

Who Should Participate

Members of the following sections: Financial Reporting, Marketing and Distribution, Product Development, Reinsurance, Smaller Insurance Company and Taxation

Primary Competency

External Forces and Industry Knowledge


VM-20 requires asset modeling for the deterministic reserve, stochastic reserve, and the stochastic reserve exclusion ratio test. This webcast will present two case studies looking at the impact various reinvestment strategies, interest rate scenarios and other criteria can have on VM-20 results. The webcast will begin with an overview of VM-20's asset modeling requirements including scenarios, starting assets, reinvestments, default rates, policy loans, hedging programs, and discount rates.

This webcast is part of a series focused on PBR for life insurance (VM-20) and includes these additional webcasts:
July 28, 2016 -  VM-20 Assumption Guidance
Aug. 4, 2016 -  VM-31 Documentation Requirements and the PBR Actuarial Report
Sept. 28, 2016 -  VM-20 Prudent Estimate Mortality Webcast
Oct. 14, 2016 -  VM-G Governance

Participate in one or all of the webcasts. Register for each separately.

How the live webcast works and what it includes

You do not need any special equipment. On Nov. 16, 2016, before 2:00 p.m. ET you will be sent detailed webcast instructions via email including the Web address for accessing the presentation. Any handouts that are available will also be sent. You will follow along with both the slide presentation and the audio portion of the broadcast over the Internet. Telephone-based audio will also be available.

The registration fee includes:

  • One access code to the live webcast;
  • One Internet connection;
  • One set of presentation materials; and
  • Access to the subsequent webcast recording.

Please note that each access code may only be used for one location, even if you register for more than one participant.

Post-Webcast Purchase Opportunity

For those who are interested in SOA webcasts but are unable to participate in the live event, access to an archived recording of the webcast will be available for purchase approximately 10 business days following the event.