Description: T3: TAXING TIMES TIDBITS

Description: An overview of how the VM-31 requirements for documenting PBR approaches and assumptions can/should reflect the Actuarial Standard of Practice on Modeling, ASOP No. 56

Description: Supplemental Health, DI & LTC Conference

Description: Life Insurance Conference

Description: Learn how modernization of data, models, and technology are influencing workflows. This webcast will address how workflows are changing in response to new regulatory requirements and the impacts the changes have on modeling and end-to-end future state operating models. Industry leading actuaries will discuss: How team collaboration can increase quality and speed of reporting to internal and external stakeholders How to strengthen controls and compliance frameworks across finance and actuarial departments How to modernize actuarial input/output for strategic analysis and insights How to attract and retain top talent by improving opportunities for actuaries There will also be dedicated time to ask questions of those who have made the transition.

Description: Is your development team or IT staff growing tired of last-minute requests to include additional functionality? Have you strained to explain challenging actuarial topics to non-actuarial staff for implementation? Do your teams find themselves revisiting deadlines & timelines when building solutions? During this interactive panel discussion, three technologists (two software engineering managers and one data scientist) along with three actuaries will discuss real world problems and approaches using experience from previous projects. Although the challenge of running efficient software teams is not unique to actuarial science, this webcast will discuss best practices on how to organize teams to reduce friction and context switching. Presenters will also explore unique actuarial challenges and concepts including how to address standards on data quality when building software, how to build intuitive software that meets actuarial standards and how test-driven development makes it easier to meet actuarial standards of practice.

Description: Planning for retirement is at the top of many minds. How do I save? When is the right time? What are my plans? But what are the impacts of your health on retirement? Learn more about the effects of a healthy lifestyle on retirement in order to maximize life span. Review more in-depth findings from a recent report sponsored by the SOA Research Institute’s Aging and Retirement Strategic Research Program and conducted by the Vitality Group, as well as other expert insights.

Description: A look back over 20 years to see how product topics of the day have changed and remained the same.

Description: Accelerated underwriting expert, Ryan Holt, FSA, gives a brief history of the confusion matrix and how its use came into the accelerated underwriting space. An in depth discussion of estimating mortality impact using underwriting audits follows. Three key assumptions that effect mortality impact are discussed. Readers will leave with an understanding of how to estimate mortality impacts using audit results from any new under writing program as well as the considerations that should be taken around key assumptions. Background articles are provided for readers that are less familiar with the subject matter.

Description: This article provides an alternative method to the computation of the Reduction in Benefits Test under 7702A. Part 1 provided for reduction in death benefits. Part 2 provides for reduction in Qualified Additional Benefits.