Description: To inform and educate stakeholders for health plans and insurers on novel ways to optimize reinsurance structures to meet capital related goals and boost RBC and liquidity ratios. In lieu of traditional market-based financial instruments involving equity and/or debt, a quota share transaction can be used with potentially far more attractive terms and achieving essentially the same result.

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: Join us for discussion about the tax implications for direct writers ceding annuity blocks. The presenters will describe the mechanics and consequences for both onshore and offshore reinsurance arrangements. This will introduce the audience to the tax consequences, with the risk transfer of annuity features and guarantees to reinsurers to reinsurers that are US-based and not US domiciled.

Description: The document is a Request for Proposals (RFP) for a research study on offshore life and annuity jurisdictions' reinsurance landscapes, commissioned by the Society of Actuaries Reinsurance Section. It outlines the background, purpose, research objectives, proposal requirements, selection process, submission details, and other related information.

Description: This webcast will walk through several statistical methods for imputing race and ethnicity from U.S. datasets, highlighting strengths and weaknesses and evaluating accuracy.

Description: This article highlights the findings of a recent SOA survey on accelerated underwriting (AU) practices, including the amount of AU business ceded, the results of three opinion questions, and an estimate of mortality slippage among AU programs.

Description: The U.S. life insurance industry has been increasing its exposure to complex assets, either directly as investors or via offshore reinsurance (e.g., Bermuda). In order to address regulatory concerns about such investments and reinsurance arrangements, the NAIC has begun multiple initiatives to improve disclosure and strengthen regulatory requirements, and the Bermuda Monetary Authority is also strengthening its requirements. Hear a summary of these initiatives, and get an update on the latest developments at the NAIC and at the Academy on these topics.

Description: Reinsurance transactions have become increasingly common in the annuity market as means to reduce risk, improve pricing, release capital, or exit a line of business. The market has become increasingly complex as it has grown. Insurance carriers and reinsurance providers now need to keep up with a growing range of reinsurance structures to manage their business efficiently. This session will detail the different types of annuity reinsurance transactions currently being executed in the market, the costs and benefits of different approaches, and recent trends in reinsurance structuring. At the conclusion of the session, you will understand the basics of how annuity reinsurance is being used in the market today as well as how to understand and evaluate potential reinsurance transactions.

Description: Interview of Natasha Regan about her mastery of the game of chess.

Description: Experts from both the direct and reinsurance side of the table will provide an overview of final expense products and their key features, as well as share experiences that have informed best practices when designing, selling, managing, monitoring and reinsuring these products. Trends in distribution, underwriting tools and other competitive factors will be considered through the lens of managing risk while remaining competitive in the market.