Description: All you wanted to know about InsurTech but were too afraid to ask! This one-day event will feature four webcasts that will unlock and enhance the world of InsurTech. By attending this webs series, you will find answers on what InsurTech is about and what it’s trying to solve. Dive deeper into the successes of InsurTech and find out how to join this established organization. Session 1 – Introduction to InsurTech Set the stage for the day, defining the main types of InsurTech companies and where these companies fit in the insurance value chain. Come discover where actuaries could play a role and the importance of the profession within this space. Technology driven innovation is multifaceted and could take place within an established carrier or a start-up.

Description: Court is in session and you're the jury! Follow along as challenging aspects of actuarial professionalism are explored in a court-like setting. Deliberate based on what you already know from your own experience, as well as what you learn in this session. Challenge yourself to evolve and diversify your thinking as new trials are presented in the form of case studies. Then, deliver your verdict accordingly. Who says the actuarial professionalism is an open and shut case? Let's interact together to be innovative while ensuring that we uphold our professionalism standards. There will be a mix of new and updated cases. There will be one case repeated from the 2021 ImpACT Annual Meeting.

Description: Today’s most admired brands in several industries not only provide sales and service but also continually keep in touch with their customers to foster trust and build long-term relationships. Life insurers have traditionally played the sole role of manufacturer while leaving customer engagement to intermediaries. Some would argue that engagement is merely a marketing tool. Others say the time and effort invested in customer engagement programs has not produced any tangible benefit. What is the truth? During this webcast, you will: Learn about actionable ideas Hear real-life success stories in creating meaningful relationships that deliver value to both customers and businesses

Description: This webcast provides an overview of the key provisions of the recently enacted SECURE 2.0 Act of 2022, which significantly changed the rules that apply to qualified retirement plans and IRAs. The presenters will examine a history of the legislation and focus on some of the key provisions of the Act. In particular, we will discuss provisions that give individuals more flexibility on how they will contribute to their retirement accounts and provisions that provide new ways for individuals to save. Explore certain significant structural changes to the rules such as the automatic enrollment for new plans and the elimination of lifetime RMDs for designated Roth accounts. The panel will also focus on the provisions that provide greater access to retirement funds through new distribution exceptions and how this might affect a company’s reporting obligations. Come learn about some of the relief provisions included in SECURE 2.0, including an expanded EPCRS program to cover errors relating to IRAs.

Description: The SOA Investment Section is holding a three-part Environmental, Social & Governance (ESG) Investment Considerations Webcast Series in September and October, which will cover the challenges and implementation. This series is suited for actuaries, consultants, plan sponsors and asset managers that work with insurance companies or pension funds and want to learn more about the latest in ESG. The increasing focus on climate change and recent social movements witnessed globally brought many institutional investors to further think about and perhaps reevaluate, the way they integrate ESG factors into their investment decisions. This new reality raises many questions: what's next for ESG in the institutional space? What will be the challenges? How will institutional investors go beyond the basics? What are current and future ESG needs and who will meet them? This will be the first of three educational sessions aimed at taking the conversation on ESG integration to the next level. During this webcast, you will hear from a panel of various types of asset owners who will share their perspectives, challenges and learnings in the journey to implementing their ESG views, including in the context of a pandemic. The discussion will start broadly, and narrow down to some of the most pressing topics today with the focus on climate change resilience and adaptation of assets.