Agenda at a Glance
Monday and Tuesday mornings will feature separate sessions that will either focus on life issues or variable annuities. The afternoon will feature sessions that touch on topics applicable to both.
Agenda Subject to Change.
Monday, December 9
|
7 to 8 a.m.
|
Breakfast
|
8 to 9:15 a.m. |
Introduction to Seminar; High Level Overview Comparison of VM-20 and VM-21 |
9:15 to 9:30 a.m.
|
Break |
9:30 to 10:30 a.m. |
Life Assumptions The Basics plus NPR, Deterministic and Stochastic Reserves |
Variable Annuities Changes to VM-21, Including Standard Projection Modeling and RBC C-3 Phase II Testing |
10:30 to 11:45 a.m. |
Life Assumptions Q & A |
Variable Annuities Q & A |
11:45 a.m. to 12:45 p.m.
|
Lunch |
12:45 to 2:15 p.m.
|
Modeling Overview and Model Governance |
2:15 to 2:30 p.m.
|
Break |
2:30 to 3:30 p.m.
|
Reserve Change Analysis and Pricing Projections |
3:30 to 3:45 p.m.
|
Break |
3:45 to 5 p.m.
|
Introduction to NAIC PBR Activities |
5 to 5:30 p.m.
|
Further Q&A on Modeling and Regulatory Reviews |
6 to 7:30 p.m.
|
Reception |
Tuesday, December 10
|
7 to 8 a.m.
|
Breakfast |
8:30 to 9:30 a.m. |
Life Assumptions Mortality Overview |
Variable Annuities VA Mortality Overview |
9:30 to 9:45 a.m.
|
Break |
|
9:45 to 11:15 a.m. |
Life Assumptions Additional Liability Assumption Overview |
Variable Annuities Additional Liability Assumption Overview |
11:15 to 11:45 a.m. |
Life Assumptions Q & A |
Variable Annuities Q & A |
11:45 a.m. to 12:45 p.m.
|
Lunch |
12:45 to 1:45 p.m.
|
Asset Overview |
1:45 to 2:15 p.m.
|
Q & A Discussion on Assets |
2:15 to 2:30 p.m.
|
Break |
2:30 to 3:15 p.m.
|
Sources of Information |
3:15 to 3:30 p.m.
|
Break |
3:30 to 4:45 p.m.
|
Reviewing PBR from a Company's and Auditor's Perspective |
4:45 to 5:30 p.m.
|
Q & A Discussions on Company Implementation |
Wednesday, December 11
|
7 to 8 a.m.
|
Breakfast |
8 to 9:30 a.m.
|
Reinsurance Overview |
9:30 to 9:45 a.m.
|
Break |
9:45 to 11:15 a.m.
|
Regulatory and Other Considerations |
11:15 to 11:30 a.m.
|
Break |
11:30 to 12:30 p.m.
|
Regulatory Updates |
12:30 to 1 p.m.
|
Outstanding Q & A |