Description: This presentation develops an integrated approach that addresses simultaneously guaranteed annuity option (GAO)’s pricing and capital requirement calculation.

Description: 2021 Life Meeting - Session 8E: Insurance M&A Valuation Methodologies and Considerations 9.1.21 Recording

Description: 2021 Life Meeting - Session 1C: Earnings Pressure Impact on Annuity Product Development and the Insurance-Linked Securities Market

Description: 2021 ImpACT Conference - Session 2B: Interest Rates May Be Rising...Now What Do We Do? 10.25.21 Recording

Description: This abstract describes a study that presents a hypothetical example of a UK term annuity firm and studies its solvency over the period 1985-2010 under various economic capital calculation approaches.

Description: 2021 ImpACT Conference -Insurance ALM Survey - Early Results and Best Practices Recording

Description: Examines the trends affecting the distribution system for the industry's products, and the regulatory and tax environment in which life companies operate. Also looks briefly at the state of competition in the industry.

Description: This session will present results of the most recent SOA/LIMRA studies of variable and fixed-indexed annuity policyholder behavior including withdrawal behavior, guaranteed living benefit elections and surrender activity. Conducted annually since 2006, a discussion on the results of these studies show how they have changed over time, as well as areas where the analysis will need to change or expand. After that, the presenters will focus on dynamic lapse for hot money businesses, which is an important topic for fixed deferred annuity. Key takeaways from this area will include an understanding how to differentiate between hot money and warm money, the different formulas used in the industry, and how to adjust an asset portfolio to protect against the risks associated with hot money businesses.

Description: This is the second article in a four–part series. In this article, the industry's products are examined.

Description: Ensuring employees retire with adequate benefits is an ever-growing challenge. During this webcast, we will highlight key insights from the fields of behavioral economics and data analytics that can be utilized to better equip employees for retirement. Areas of focus will include inherent biases that people exhibit and how employers can use these biases to design plan features that will nudge their employees towards making better decisions for their futures.