Description: Review the introductory study note for the Fall 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S..

Description: Review the case study for the Spring 2024 Design and Accounting (RETDAU) Exam – U.S..

Description: Review the syllabus for the Fall 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S..

Description: Review the introductory study note for the Fall 2024 Life Financial Management (ILALFMU) Exam – U.S..

Description: As part of the 2024 Student Research Case Study Challenge, review the mortality table for Lumaria.

Description: Review the introductory study note for the Fall 2024 Design and Accounting (RETDAU) Exam – U.S..

Description: Review the syllabus for the Fall 2024 Financial and Regulatory Environment (GIFREU) Exam – U.S..

Description: Join a discussion on the tax implications for direct writers ceding annuity blocks for both onshore and offshore reinsurance arrangements. Get an introduction to the tax consequences of the risk transfer of annuity features and guarantees to reinsurers to reinsurers that are U.S.-based and not U.S. domiciled.

Description: Discuss population mortality improvement trends in the U.S. This will include analysis of cause of death data and trends in mortality pre-pandemic and during the pandemic. We will also discuss ways to think about translating population mortality improvement to an insured population.Learning outcomes includea better understanding of the drivers of recent mortality improvement and insights on how to create a company view on mortality improvement.

Description: Under U.S. GAAP long-duration targeted improvements (LDTI), some non-VA annuity products contain features scoped in as 'market risk benefits' (MRBs), which are required to be measured at fair value. For U.S. insurers, the question becomes 'How does the emerging principle-based reserving framework for non-variable annuities compare to the fair value framework for MRBs under LDTI?' See a comparison between these two new measurement models, highlighting some of the key considerations due to the added complexity of these calculations, to help companies strategically plan for their future state.