Description: The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the Taxation Section, participants will be brought up to date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC) and allow ample opportunities for questions and information exchange. This session will feature an open forum for seminar participants to engage in Q&A with industry leading panelists.

Description: The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the Taxation Section, participants will be brought up to date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC) and allow ample opportunities for questions and information exchange. This session will provide an intense introduction to the basics of product taxation, with a focus on life insurance and the requirements of Section 7702.

Description: This session will review reinsurance fundamentals, risk assessment techniques, optimization strategies, and regulatory considerations through case studies and best practices. Attendees will gain insights into enhancing capital management, risk mitigation, and improving operating results, utilizing practical insights from both reinsurers and direct experience. This presentation offers a valuable and practical opportunity to navigate the complexities of reinsurance, optimize transactions, and driving strategic growth in today's dynamic insurance landscape.

Description: Take your professional development to the next level, all in one place. Join SOA Board President Dave Dillon and fellow leaders for an inside look at Professional Development Edge+ (PD Edge+), the Society of Actuaries’ comprehensive subscription for continuing education, created by actuaries, for actuaries. Now, in its second year, PD Edge+ is trusted by 88 corporate subscribers to meet their continuing education needs. This webcast is designed for both current subscribers and those exploring what PD Edge+ has to offer. During the session, you’ll see how PD Edge+ simplifies earning CE credits and staying current on industry trends. Don’t miss this opportunity to discover how PD Edge+ can make your learning more engaging, convenient, and impactful.

Description: Underwriting

Description: "How long is long in longevity? – Jesús-Adrian Álvarez, Ph.D. - Danish Labour Market Supplementary Pension Fund (ATP), The Rate of Aging in humans is constant. New evidence – Marcus Ebeling, PhD., Research Group Mathematical and Actuarial Demography, Max Planck Institute for Demographic Research, Rostock, Germany, Department of Sociology and Demography, University of Rostock, Rostock, Germany; Roland Rau, Ph.D., Professor, Research Group Mathematical and Actuarial Demography, Max Planck Institute for Demographic Research, Rostock, Germany, C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Håkan Malmström, Ph.D., C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Sweden; Anders Ahlbom, Ph.D., Professor Emeritus, Karen Modig, Ph.D., Associate Professor, C6 Institute of Environmental Medicine, Karolinska Institutet, Stockholm, Sweden Human Lifetimes: Finite But Not Necessarily Bounded – Fei Huang, PhD., School of Risk & Actuarial Studies, UNSW Sydney; Ross Maller, Ph.D., Emeritus Professor, Xu Ning, Ph.D., Research School of Finance, Actuarial Studies & Statistics, Australian National University, Brandon Milholland, Ph.D., IQVIA Plymouth Meeting, PA."

Description: "Minimum Social Security Benefit (s) and the Alone Stage of Retirement in the U.S.? – Lori J. Curtis, PhD., Douglas Andrews, FSA, FCIA, Ph.D., University of Waterloo The Importance of Cognitive Health – Gordon Woo,Ph.D., RMS LifeRisks"

Description: "Over the past few years, there have been significant changes in the indexed and variable universal life insurance market. These changes have been driven by a variety of factors, including advancements in technology, changes in consumer preferences and shifts in the regulatory environment. Join us as we discuss some of the most important recent changes in the universal life insurance market, specifically: - Advances in underwriting: With the help of big data analytics and artificial intelligence, underwriting has become more efficient with minimal loss in accuracy. - Changes in product design and evolving markets: Over the past few years, there have been several notable product trends. Hear panelists discuss some shared aspects of these product launches and updates, spanning both retail and institutional markets. - The impact of changing interest rates: Many insurance companies have had to adjust their pricing and product offerings in response to the dynamic economic environment. Panelists will discuss how interest rates and volatility have impacted the universal life market and what insurers are doing to adapt and prepare for further changes. - Regulatory changes: Finally, our conversation will turn toward some of the most important recent regulatory changes that have impacted the universal life insurance market, including revisions to Actuarial Guideline 49A (AG49A), Long Duration Targeting Improvement (LDTI) accounting standards and other regulatory initiatives. Learning Outcome: You will better understand the trends and drivers of product changes in this core life insurance market. TRACK: Pricing/ Product Development (Underwriting, ULSG, Etc.)"

Description: Long Duration Targeting Improvement's (LDTI's) roll-forward disclosure requirements include line items for the impact of actual variances from expected experience (A/E) for both net premiums and benefits. These aggregate A/E amounts provide some insight into how actual experience is emerging relative to expectations, but they do not provide insight into either the drivers of the deviations or their significance.

Description: Come hear from a panel focused on hot topics in the life/LTC combination product market. The presenters will look at regulatory developments, evolution of the risk selection process, and provide an update to the assumption of natural risk hedging in hybrid products.