Life Presentations

PBA Governance Work Group update to NAIC on Academy involvement with PBR.  (March 23, 2018)
Longevity Risk Task Force presentation to NAIC's Life Actuarial (A) Task Force on the proposed longevity risk field study. (March 22, 2018)
Role of the Actuary Subgroup’s update on the development to the NAIC Life Actuarial (A) Task Force on the definition of “qualified actuary”.
(December 1, 2017)
PBR Governance Subgroup update to the NAIC Life Actuarial (A) Task Force on the Academy’s efforts on PBR implementation.
(December 1, 2017)
Life Experience Committee presentation to the NAIC Life Actuarial (A) Task Force on joint committee recommended changes related to guaranteed issue (GI) tables, and exposed simplified issue (SI) exposed tables and report. (November 30, 2017)
Life Experience Committee presentation to the NAIC Life Actuarial (A) Task Force on developing accelerated underwriting techniques.
(November 30, 2017)
Life Practice Council’s preliminary summary to the NAIC Life Actuarial (A) Task Force on the aggregation of mortality segments in VM-20.
(November 30, 2017)
Tricia Matson, Chairperson of the Academy’s Longevity Risk Task Force (LRTF) presentation to the NAIC's Life Risk Based Capital Working Group. (August 6, 2017)
Standard Valuation Law Interest Rate Modernization Work Group presentation to the NAIC's Life Actuarial Task Force (LATF) summarizing its activities on its new project to modernize the process of setting valuation interest rates for non-variable annuities (except SPIAs).
(August 5, 2017)
Annuity Reserves Work Group presentation on its work related to issues that need to be modified for non-variable annuities to the Life Actuarial Task Force. (August 5, 2017)
Mary Bahna-Nolan, chairperson of the Academy's Life Experience Committee and SOA Preferred Mortality Oversight Group, presentation on PBR valuation considerations and recommendations related to accelerated underwriting to the Life Actuarial Task Force. (August 4, 2017)
Mary Bahna-Nolan, chairperson of the Academy's Life Experience Committee and SOA Preferred Mortality Oversight Group, presentation on the guaranteed issue report and amendment proposals to the Life Actuarial Task Force. (August 4, 2017)
Mary Bahna-Nolan, chairperson of the Academy's Life Experience Committee and SOA Preferred Mortality Oversight Group, presentation on the 2017 simplified issue composite mortality tables to the Life Actuarial Task Force. (August 4, 2017)
Senior Life Fellow presentation to the Federal Reserve Board Insurance Industry Work Group on regulatory capital requirements for life insurers. (July 11, 2017)
Tricia Matson, chairperson of the Longevity Risk Task Force, gave a presentation to the NAIC's Life Risk-Based Capital (RBC) Working Group regarding the development of a methodology for recognizing longevity risk in statutory reserves and RBC.  (April 8, 2017)
Mary Bahna-Nolan, chairperson of the Academy’s Life Experience Committee and SOA Preferred Mortality Oversight Group, presented an update on the joint committee’s work to address the Life Actuarial Task Force (LATF) request for information on simplified issue and accelerated underwriting mortality under VM-20. (April 6, 2017)
Mary Bahna-Nolan, chairperson of the Academy's Life Experience Committee and SOA Preferred Mortality Oversight Group, presented an update on guaranteed and simplified issue and preneed mortality tables to the Life Actuarial Task Force (LATF). (April 6, 2017)
Nancy Bennett, Senior Life Practice Council Fellow, and Rich Owens, member of the Academy C1 Work Group, presented an update on portfolio adjustments to the C1 factors for corporate bonds to the NAIC Investment Risk-based Capital Working Group (December 11, 2016)
John Miller and Chris Olechowski, co-chairs of the Annuity Reserves Work Group, provided a non-variable annuity PBR update to LATF’s VM-22 Subgroup. (December 8, 2016)
Tricia Matson, chair of the Longevity Risk Task Force, gave an update to LATF on the task force’s work, including creating a methodology for recognizing longevity risk in statutory reserves and risk based capital (RBC) and reviewing regulatory and company approaches to longevity risk. (December 8, 2016)