Description: Gain a high-level understanding on how long-duration targeted improvement (LDTI) impacts insurance products and earnings. Explore highlights on secondary impacts to companies due to additional complexity of LDTI, such as a need for a source of earnings analysis. Then dive into the details and hear an explanation on how earnings emergence differs for each type of life and annuity product impacted by LDTI. Finally, discuss the impact -to-earnings volatility under LDTI for each product type. Close the session by connecting how the investor story changes with all the impacts discussed during the session.You should walk away with a good understanding of LDTI earnings emergence, which is a topic that has very limited thought leadership available today.

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 this popular annual webcast covering the latest considerations for the year's U.S. statutory financial reporting work. Always informative and occasionally entertaining, this webcast offers a chance to hear from three expert speakers, who will discuss asset adequacy testing and this year's New York and California holiday letters, the impact of recent interest rate changes, potential changes to statutory financial reporting due to climate change, and recent proposal(s) impacting asset adequacy testing for reinsured business.

Description: Gain an overview of the requirements for the new asset adequacy Actuarial Guideline 53 (AG53) guideline for complex assets. You will discover helpful insights and considerations for multi-scenario testing and sensitivity testing as well as approaches to developing attribution analyses for complex assets. You will also receive insights from any published regulatory materials that help describe what worked well and what needs improvement based on the initial AG 53 submissions from year-end 2022.

Description: In this session, presenters will share the impacts of transition to IFRS 17 on equity and various KPIs across insurance companies (Life & P&C), as well as share some observations of what the IFRS 17 landscape looks like across different global regions. The session will conclude with lessons learned and expectations for emerging practices under IFRS 17 globally.

Description: With LDTI in the rear-view mirror for 2023 adopters, and 2025 adopters still working to meet the requirements before reporting on an LDTI basis for the first time at year-end 2025, there remain many opportunities and challenges for all companies subject to LDTI. These may include further enhancements to modeling, improvements in end-to-end processes (such as automation and reducing the close financial timeline), development of robust management reporting and analysis frameworks, and enhancements to financial planning and analysis under LDTI.

Description: "This session will provide a comprehensive overview of key aspects related to the GAAP/VM-21 valuation for RILA. We will discuss how VM-21 can reward companies for making conservative decisions and examine the key factors that drive different levels of VM-21 reserves and capital. We will also cover how ALM management for RILA differs from other annuities. Attendees will gain insights into practical considerations, challenges, and solutions in implementing RILA valuation."

Description: "Dr. Hise Gibson, Senior Lecturer of Business Administration, Harvard Business School A retired Colonel with 25 years of distinguished service in the United States Army and a thriving academic career, Dr. Hise Gibson is a sought-after expert in strategy development, crisis management, agile implementation, and inclusive leadership."

Description: The recent round of regulatory changes (LDTI, IFRS17, PBR) has put a demand on actuarial organizations, and, in particular, financial reporting functions unlike most have experienced in their careers. With adoption, where does this leave the financial reporting function going forward? What work is left to be done? How will the financial reporting function need to evolve under these accounting regimes?

Description: Both LDTI and IFRS 17 have introduced numerous new metrics with most companies having only crossed the finish line, just complying with what's needed for reporting due the complexity and large amounts of data required to simply comply. How do you leverage all the work you did to get proper business insights across the organization that tie back to these reporting metrics? This presentation covers a perspective of pain points faced in getting over the the hurdle in complying with LDTI and IFRS 17, upcoming hurdles, emerging KPIs, as well as how to best manage the data, technology, and processes to produce the analysis around these KPIs efficiently.