November 48, 2018 | Key Bridge Marriott Hotel, Arlington, Va.

I greatly enjoy this seminar. The instructors are knowledgeable and have 'boots on ground' experience.
I share what I learn with my team.” Previous seminar attendee.

The Academy’s Life and Health Qualifications Seminar delivers an agenda full of training and instruction, equipping you with the knowledge you need to gain necessary qualifications to issue actuarial opinions for either the NAIC Life and A&H Annual Statement or the NAIC Health Annual Statement.
Register early, as seating is limited to the first 100 registrants.
Through presentations and case studies, attendees have the opportunity to delve into life and health issues and to engage with other actuaries on these topics. Attendees also have the chance to hear directly from instructors who are recognized industry experts.

Seminar sessions include 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
The Academy hosts this seminar each year to instruct and test actuaries on the basic education subjects required by the Qualification Standards for Actuaries Issuing Statements of Actuarial Opinion in the United States (USQS).  For more experienced actuaries, the seminar can serve as a basic education refresher or as a source of required continuing education.

Who should attend?.

Actuaries who may not meet the qualifications for signing the actuarial opinions for the NAIC Life and A&H Annual Statement (Blue Blank) and/or NAIC Health Annual Statement (Orange Blank) under the USQS, including:
  • Fellows who completed the exam process between 2000 and 2006
  • Actuaries who have not otherwise satisfied the basic education and specific knowledge requirements of the Specific Qualification Standards of the USQS
  • Actuaries who intend to change their practice area to sign NAIC life or health actuarial opinions
  • Actuaries who are looking for continuing education in compliance with the Specific Qualification Standards of the USQS
  • Actuaries who wish to learn about life and health statutory requirements
  • Regulators who wish to learn about life and health actuarial topics or simply augment their knowledge
  • Foreign actuaries who intend to practice in the United States (who must also meet the general qualification of the USQS)
Please note: Attendees will receive the seminar slides and reading materials for the course sessions only in an electronic format.

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Seminar registration includes reading materials and breakfast and lunch daily.

(Register by July 20)
(Register by Oct. 19)
Member $1,900 $2,100
Nonmember $2,250 $2,450
Government $850
Reading Materials Only
(for nonattendees)
* Regular registration may be extended if space allows. 

Online registration is now closed for this event. 
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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)
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Our room block at the Key Bridge Marriott is now sold out. You may book your room directly with the hotel by making your reservation online or by calling 703-524-6400. Reservations must be guaranteed by a major credit card.
When making your travel arrangements, note that early registration begins Sunday evening, Nov. 4, from 6 to 8 p.m., and that the opening session will start promptly at 8 a.m. on Monday, Nov. 5. Attendees are strongly encouraged to check in on Sunday.
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The seminar will be taught by recognized industry experts, including:

  • Rhonda Ahrens, Life & Health Examiner, Nebraska Department of Insurance
  • Donna Claire, President, Claire Thinking Inc.
  • Darrell Knapp, Executive Director, Ernst & Young LLP
  • Craig Morrow, VP And Actuary, The Hartford Life Insurance Companies
  • David Neve, Chief Actuary, Global Atlantic Life & Annuity
  • Sheldon Summers, Actuary, Claire Thinking Inc.
  • William Thompson, Principal and Consulting Actuary, Milliman
  • D. Joeff Williams, Consultant, Actuarial Management Resources
  • Paul Kollmer-Dorsey, General Counsel and Director of Professionalism, American Academy of Actuaries
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Cancellation Policy.

Cancellations should be made via e-mail to The Academy will refund the registration fee (as well as the $500 reading materials fee, if the reading materials have not yet been sent to the registrant), minus $100 for administrative fees, if a written request for a refund is received by Oct. 19, 2018.
If a written request for a refund is received after Oct. 19 and before Oct. 31, the Academy will refund the registration payment (but not the $500 reading materials fee), minus $200 for administrative fees.

No refunds will be given for cancellations made after Oct. 31, 2018.

The Academy reserves the right to cancel the seminar if conditions warrant. In the event of such cancellation, registration fees will be refunded. The Academy will not be held liable for any airline or other costs candidates might incur as a result of a seminar being canceled.

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For additional information, please contact Doreen Hoyle by email or phone (202-223-8196).