Description: The 2020 edition of the Valuation Manual permits mortality data aggregation thereby enhancing credibility but also has accompanying requirements and addresses calculation of company experience rates.

Description: Join us for this popular annual webcast covering the latest considerations for the year's U.S. statutory financial reporting work. Get ready to hear from three expert speakers, who will discuss cash flow testing and this year’s New York and California holiday letters, the impact of recent interest rate changes including treatment of negative IMR, potential changes to statutory financial reporting due to climate change, and updates regarding Principle Based Reserves.

Description: This discussion at the 1968 Philadelphia Regional Meeting focuses on issues for smaller companies including expense analysis, adjusted earnings, variable annuities, agency operations, and interim financial statements.

Description: You've written the position papers, updated the models, and designed the required disclosures, but you may be wondering how to explain the results during interim financial reporting periods to company management as well as other stakeholders. Explore ways to adapt existing management reporting and offer ideas for new metrics. Discover various methods for analyzing DAC amortization patterns, market risk benefit reserve patterns, and liability for future benefits (LFPB) movements. Investigate ways to integrate changes in LDTI with business planning and other broader business issues such as product pricing considerations and reinsurance strategy. By attending the session, you will: - Create effective management reports to explain movements in LDTI results, e.g., LFPB, DAC, and MRB changes. - Leverage management reports in other areas of the business, including Financial Planning & Analysis, Pricing/New Product Development, and reinsurance strategy. - Understand the implications of the LDTI results and how they impact their business decision.

Description: Gather with members and non-members in the China actuarial community to discuss recent topics and related issues in areas such as macroeconomic sharing, pension, investment, product strategy, and more.

Description: This year’s Life Meeting was unable to take place in person as planned in New York City. We are looking forward to the Life Meeting returning to New York City in 2024!

Description: This discussion at as SOA 1968 Regional Meeting focuses on issues for smaller companies including expense analysis, new products, variable annuities, interim financial statements, and taxes.

Description: 2021 Life Meeting - Session 8F: Smaller Insurance Company Chief Actuary and Appointed Actuary Forum 9.1.21 Recording

Description: The Society of Actuaries are once again offering a seminar that investigates all aspects of life insurance, annuity and long term care product tax compliance. Developed by the Taxation Section, participants will be brought up-to-date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC), and allow ample opportunities for networking, questions and information exchange.

Description: Take part in a practical and forward-looking discussion for long duration targeted improvements (LDTI) implications on financial planning and analysis (FP&A). This session will provide an update on emerging industry practices and considerations for reflecting LDTI in FP&A, including operational headwinds and new opportunities.