Description: With more technology than ever to assist in communicating, the method of communication is only one hurdle to clear. Explore from various perspectives the changing dynamics of communications for actuaries. Hear from an actuary in a non-traditional role with remote team members on how to effectively (and ineffectively) create urgency and work toward a common goal. Listen to a consulting actuary discuss how to change communication style depending on the audience (external vs. internal, senior vs. junior, etc). Hear from an actuary navigating an insurance company in a remote environment where information can be disjointed between in office and remote employees. Uncover stories of what has gone well and what has not.

Description: Are Accelerated Underwriting (AU) programs performing as expected? As mortality experience will (hopefully) be slow to emerge, it is pivotal that we look at alternative methods of monitoring early performance. From random hold outs, to post-issue APS's, and post-issue prescription profiles, explore popular monitoring techniques and lessons learned so far. Focus on confusion matrices that provide an early indication of mortality slippage relative to fluid-based underwriting decisions. Finally, explore statistical methods to determine what constitutes credibility and identify opportunities to think about mortality slippage more robustly.

Description: Actuarial leaders are continuing to adapt to fully remote and hybrid environments, while also evolving their strategies to accommodate shifting needs and increase retention as the war for talent intensifies. In order to build engaged and future-focused teams that are loyal in the long-term, leaders must refine their management approach and be intentional about helping employees build relationships, connect to culture and lean into their futures with the organization. Listen as panelists share their insights on the role professional development plays in retention and ways they've effectively supported their own employees' growth and advancement to build long-term loyalty.

Description: The Society of Actuaries is committed to fostering a more inclusive and diverse environment in the U.S. and elsewhere around the world for members, candidates and customers wherever they live. An important aspect of this commitment is dedicated research that the Society of Actuaries has sponsored to further advance this effort. Explore diversity, equity and inclusion issues from the aspect of retirement preparedness and other aging issues. Results from a recently released research report and author's views from an invitation to write essays on these issues will be presented with an opportunity for audience suggestions for future work.

Description: The Society of Actuaries, in conjunction with the Canadian Institute of Actuaries, recently commissioned a research project on Benefits at Risk and Jean-Francois Begin is conducting the research. Prepare to review Professor Begin's findings and review other work related to determining capital adequacy for benefits payable in non-insured pension payout schemes. This session will be of interest to actuaries working with non-insured defined contribution solutions and to actuaries working in trusteed defined benefit pension plans.

Description: The universal life with secondary guarantee market (ULSG) has taken its lumps from changes in the macroeconomic environment. Continued downward pressure on interest rates has produced efficient policyholder behavior, and the combination has forced life insurers to choose between affordability and profitability. Explore the impact of the current environment on ULSG new business, inforce management tools that are and are not available to manage it, and consider new perspectives to addressing ULSG inforce and new business going forward.

Description: Court is in session and you are the jury! Follow along as challenging aspects of actuarial professionalism are explored in a court-like setting. Deliberate based on what you already know from your own experience as well as what you learn in this session, and then deliver your verdict accordingly. New cases will be developed for this meeting. If you attended in the past, plan on joining again as we will have new material for discussion. Who says learning about actuarial professionalism can't also be fun?

Description: With the persistent low interest rate environment, fast pace of regulatory changes and the size of insurers' back-books relative to new business, it is no surprise that insurers have become increasingly focused on their management of non-guaranteed elements ('NGE') for life and annuity business. Come explore the opportunities and challenges offered by NGE management, with consideration for market trends, regulation, the new ASOP 2 and emerging case law.

Description: Since its inception, the SOA Research Institute's Mortality and Longevity Strategic Research Program has introduced studies to provide insights into historical U.S. population mortality trends. Learn more about a recent focus that examines how causes of death are affecting trends. Come discover an overview of the research underway and discuss the latest findings including how causes of death are contributing to socioeconomic inequalities in U.S. mortality.

Description: The qualification of life insurance under Sections 7702 and 7702A can often be complex and result in inadvertent instance of noncompliance for life insurance companies. This session with explore the complexities of product tax compliance from a due diligence perspective as well as discuss other alternatives companies may have as they administer reductions in benefit under Section 7702A.