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2021 Life Meeting - Session 4B: Projecting Life and Annuity Mortality Improvement 8.31.21 Recording
approaches have been used by actuaries in modeling mortality improvement. The SOA has recently released a framework ... framework that practitioners can use to project mortality improvement, providing methodological consistency ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance; Modeling & Statistical Methods
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2021 Life Meeting - Session 7B: Variable Annuity In-Force Management 9.1.21 Recording
Variable annuity (VA) writers are facing many challenges in today's economic environment. Equity market ...- Authors: Society of Actuaries
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities
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2023-tax-implications-annuity-reinsurance
the tax implications for direct writers ceding annuity blocks. The presenters will describe the mechanics ... the tax consequences, with the risk transfer of annuity features and guarantees to reinsurers to reinsurers ...- Authors: Erik Pronovost, Christine Watson, Matt B Jones, Stefanie Porta
- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Reinsurance
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product-tax-hot-topics-annuity-1
The Society of Actuaries will be offering this webinar series intended to ... educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed ...- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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product-tax-hot-topics-annuity-2
The Society of Actuaries will be offering this webinar series intended to ... educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed ...- Date: May 2024
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Topics: Annuities; Public Policy
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Fixed Index Annuity LDTI implementations and considerations
Living benefits (GLWBs) in fixed index annuity products are typically accounted for under SOP03-1 under ...- Date: Jun 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting; Life Insurance
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2021 Life Meeting - Session 8C: Variable Annuity Hedging - Why or Why Not? 9.1.21 Recording
Like it or not, variable annuity (VA) liabilities are inextricably linked with the equity markets. Generally ...- Authors: Society of Actuaries
- Date: Sep 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Financial Reporting & Accounting
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stat-methods-imputing-race-ethnicity-us
This webcast will walk through several ... statistical methods for imputing race and ethnicity from U.S. datasets, highlighting their strengths and weaknesses ...- Date: May 2024
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Experience Studies & Data; Financial Reporting & Accounting; General Insurance (Property & Casualty); Health & Disability; Life Insurance; Long-term Care; Predictive Analytics; Public Policy; Reinsurance
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2021 Life Meeting - Session 2C: Life Insurance and Annuity Taxation with Recent IRS Section 7702 Changes 8.30.21 Recording
Throughout this session, the presenters will focus on tax rules pertaining to life and annuities, ... a life insurance contract. In addition, recent annuity changes will be discussed such as required minimum ...- Authors: Society of Actuaries
- Date: Aug 2021
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance
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2022-projecting-mort-improvement
purpose and evolution, during this webcast. The Mortality and Longevity Strategic Research Program plans ... webcast with an understanding of how to create a mortality improvement scale using the necessary steps and ...- Authors: Larry Stern, Patrick Nolan, Patrick Wiese
- Date: Jul 2023
- Competency: Technical Skills & Analytical Problem Solving
- Topics: Annuities; Life Insurance; Pensions & Retirement