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During check-in at the event on Sunday evening, attendees will be assigned to one of two tracks. The same topics will be covered over the course of this training, but having two tracks allows for a more personal learning experience. Both tracks will have breakfast and lunch at the same times, as well as most breaks.
Check-in for both tracks is on Sunday evening, Nov. 12, from 6 to 8 p.m., and on Monday morning, starting at 7 a.m. |
TRACK ONE |
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MONDAY, NOVEMBER 13 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9 a.m. |
General Introduction
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| 9 to 10 a.m. | Asset Adequacy Analysis |
| 10 to 10:15 a.m. | Break |
| 10:15 to 11 a.m. | Professionalism |
| 11 a.m. to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:15 p.m. | Actuarial Opinions |
| 2:15 to 3 p.m. | Cash Flow Testing |
| 3 to 3:15 p.m. | Break |
| 3:15 to 4:15 p.m. | Principle-based Approach to Reserves and Capital |
| 4:15 to 5:30 p.m. | Statutory Accounting and Annual Statement Case Study |
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TUESDAY, NOVEMBER 14 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Life Insurance (Whole Life and Term) |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Life Insurance (Term, Universal Life, Variable Life) |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Annuities |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Reinsurance (Life and Health) |
| 4:15 to 5:30 p.m. | Case Study |
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WEDNESDAY, NOVEMBER 15 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Overview of Health Insurance |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Health Claim Reserves and Premium Deficiency Reserves |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Health Reporting and Special Topics |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. |
Premium Reserves/Assets, Contract Reserves, and Health Actuarial Opinions |
| 4:15 to 5:30 p.m. | Case Study |
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THURSDAY, NOVEMBER 16 |
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| 7 to 8 a.m. | Breakfast |
| 8:30 to 11:30 a.m. | Exam |
*Times are subject to change.
TRACK TWO |
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MONDAY, NOVEMBER 13 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9 a.m. |
General Introduction
|
| 9 to 9:45 a.m. | Cash Flow Testing |
| 9:45 to 10 a.m. | Break |
| 10 to 11 a.m. | Principle-based Approach to Reserves and Capital |
| 11 a.m. to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:45 to 2:45 p.m. | Asset Adequacy Analysis |
| 2:45 to 3:30 p.m. | Actuarial Opinions |
| 3:30 to 3:45 p.m. | Case Study |
| 3:45 to 4:30 p.m. | Professionalism |
| 4:30 to 5:30 p.m. | Case Study |
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TUESDAY, NOVEMBER 14 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Overview of Health Insurance |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Health Claim Reserves and Premium Deficiency Reserves |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Health Reporting and Special Topics |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. |
Premium Reserves/Assets, Contract Reserves, and Health Actuarial Opinions |
| 4:15 to 5:30 p.m. | Case Study |
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WEDNESDAY, NOVEMBER 15 |
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| 7 to 8 a.m. | Breakfast |
| 8 to 9:15 a.m. | Life Insurance |
| 9:15 to 9:30 a.m. | Break |
| 9:30 to 10:45 a.m. | Life Insurance (Term, Universal Life, Variable Life) |
| 10:45 to Noon | Case Study |
| Noon to 1:30 p.m. | Lunch |
| 1:30 to 2:45 p.m. | Annuities |
| 2:45 to 3 p.m. | Break |
| 3 to 4:15 p.m. | Reinsurance (Life and Health) |
| 4:15 to 5:30 p.m. | Case Study |
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THURSDAY, NOVEMBER 16 |
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| 7 to 8 a.m. | Breakfast |
| 8:30 to 11:30 a.m. | Exam |
*Times are subject to change.
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