PBR Presentations

 
 GENERAL PRESENTATIONS
PBR Overview and Implementation Update
Academy Senior Life Fellow Nancy Bennett presentation to the National Conference of Insurance Legislators (NCOIL) National Meeting that provides an update and background on the implementation of principle-based reserving (PBR). (November 18, 2016)

Mortality Table Development
American Academy of Actuaries and Society of Actuaries Joint Project Oversight Group presentation to the NAIC Life Actuarial (A) Task Force on the development of the 2014 VBT tables, 2017 CSO tables, and PBR margins (March 26, 2015) 

PBR for Regulatory Actuaries
Academy members Dave Neve and Cande Olsen led a PBR webinar for regulatory actuaries that included a VM-20 overview with detailed examples and a summary of the PBR Actuarial Standard of Practice exposure draft. (November 20, 2013)

PBR Update at Regulators Conference
A PBR update provided by Academy Senior Life Fellow Nancy Bennett at the Southeastern Regulators Association Conference that included a flow chart of PBR calculations. (October 13, 2013)
 
PBR Presentation to NAIC’s Center for Insurance Policy and Research Summit
A presentation by Dave Neve, chairperson of the Academy’s  Life Financial Soundness/Risk Management Committee, on PBR modeling at the National Association of Insurance Regulator’s Center for Insurance Research Summit. (August 27, 2013)
 
NAIC Financial Summit PBR Presentation
A presentation on PBR by Academy members Alice Fontaine, Sheldon Summers, and Pete Weber, made to regulators that focused on understanding PBR calculations using examples. (May 30, 2013)
 
PBR Implementation and Review Process Presentation to NCOIL
Academy Senior Life Fellow Nancy Bennett provided a PBR presentation to the National Conference of Insurance Legislators to make the case that a regulatory review, assessment, and improvement process was needed to ensure that PBR will be a success. (March 8, 2013)
 
PBR Implementation and Review Process
A presentation made by Cande Olsen, vice president of the Academy’s Life Practice Council, Council, to the Life Actuarial (A) Task Force (LATF) to make the case that a regulatory review, assessment, and improvement process was needed going forward to ensure that PBR will be a success. (August 12, 2012)

PBA 101 Slides
This presentation was developed in the earlier stages of PBR to help get people familiar with the approach. (August 2010)
 POST-NAIC WEBINARS  (Available to Members Only)
Summer 2016
The Academy provided an overview of the NAIC Summer 2016 National Meeting in a webinar that included an account of the LATF meeting and activity in other groups regarding PBR and related considerations for reinsurance.
 
Spring 2016
A webinar that reviewed the NAIC Spring 2016 National Meeting and included a review on PBR activities at LATF and other groups.
 
Fall 2015
This webinar reviewed the NAIC Fall 2015 National Meeting that included a review on PBR activities before LATF and other groups.

More Post-NAIC Webinars