Life and Health Qualifications Seminar
November 6-9, 2023 | Hyatt Regency Crystal City, Arlington, Va.| CE Available

Sheldon Summers (standing) and Dave Neve lead a life session during the 2023 seminar.

The 2023 Life and Health Qualifications Seminar, held Nov. 6–9 in Arlington, Va., included sessions on professionalism, actuarial opinions, and interactive case-study breakout sessions that have long been highly valued by attendees. The sold-out event provided training and instruction—and an optional exam fourth-day exam—for qualifications to issue actuarial opinions for NAIC annual statements. For the fourth year, Academy President-Elect Darrell Knapp chaired the subcommittee that organized the seminar.

It’s not too early to mark your calendar for next year’s event. The 2024 Life and Health Qualifications Seminar will be held November 4-7, 2024 at the Hyatt Regency Crystal City, Arlington, Va. Registration will open in March 2024.

ABOUT THE 2023 EVENT

Seminar sessions included topics such as:

• Asset adequacy testing
• Actuarial opinions
• Cash flow testing
• Statutory insurance accounting
• Life Insurance
• Annuities
• Reinsurance
• Valuation and nonforfeiture requirements
• Overview of health insurance
• Health claim reserves and health insurance valuation topics
• Premium, loss, expense, and contingency reserves
• Principle-based reserving (PBR)
• Risk-based capital
• Actuarial professionalism

CE Credit
The American Academy of Actuaries believes in good faith that this event constitutes an Organized Activity as defined in the U.S. Qualification Standards and that, by attending the first three days of the seminar, you may earn the following minimum continuing education credit hours for attending the first three days of the seminar, using a 50-minute credit hour formula:

• 6.6 (general, applicable to life or health specialty)
• 8.7 (additional life specialty)
• 9.0 (additional health specialty)
• 2.7 (professionalism)

Faculty
The seminar will be taught by recognized industry experts, including:

• Rhonda Ahrens, Vice President—Corporate Actuarial, Thrivent
• Donna Claire, President, Claire Thinking Inc.
• David Dillon, Sr. VP and Principal, Lewis & Ellis, Inc.
• Brian Jackson, Senior Director of Professionalism and General Counsel, American Academy of Actuaries
• Darrell Knapp
• Craig Morrow, VP And Actuary, Talcott Resolution
• David Neve, Chief Actuary, Global Atlantic Life & Annuity
• Lorne Schinbein, President, Actuarial Resources Corporation
• Sheldon Summers, Actuary, Claire Thinking Inc.
• D. Joeff Williams, Consultant, Actuarial Management Resources