Post-NAIC Update/PBA Webinar slides reviewing the NAIC Fall 2012 National Meeting and progress on the principle-based approach (PBA) to life reserves. The December 13 webinar included a Fall 2012 LATF update, PBR update, and a presentation on the 2012 Individual Annuity Mortality Tables and Model Regulation. (December 13, 2012)
Presentation at the NAIC Senior Issues Task Force Long-Term Care hearing at the 2012 Fall National Meeting on actuarial implications for long-term care insurance. (December 6, 2012)
Slides from the November 27, 2012 Social Security webinar discussing the assumptions used to evaluate Social Security’s financial condition, and providing an overview of the actuarial status of Social Security based on the 2012 Trustees report. The audio of the presentation is available here. (November 27, 2012)
Nonforfeiture Modernization Work Group Guaranteed Nonforfeiture Basis Factor presentation of its report to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting. (November 27, 2012)
Deposit Fund Subgroup presentation for reserving synthetic guaranteed investment contracts presented to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting.
Life Reserves Work Group presentation on background of VM-20 Asset Default Methodology and Development Process to the Life Actuarial Task Force at the NAIC Fall 2012 National Meeting. (November 27, 2012)
Presentation to the 2012 NCOIL Annual Meeting on implications for states regarding their Affordable Care Act-related Medicaid expansion decisions. (November 26, 2012)
Slides providing an overview of the review and disclosure requirements of "unreasonable" rate increases under the Affordable Care Act (ACA) for the webinar, Understanding the ACA—Rate Filing Review and Disclosure. (October 12, 2012)
Post-NAIC Update/PBA Webinar slides reviewing the NAIC Summer 2012 National Meeting and progress on the principle-based approach (PBA) to life reserves. The August 30 webinar included a comprehensive update on the status of the Valuation Manual, and updates on Actuarial Guideline 38, professionalism issues and capital developments.
(August 30, 2012)
Life Experience Subcommittee presentation to the NAIC Life Actuarial Task Force with the Subcommittee's conclusions on the 2012 Individual Annuity Mortality Basic Tables following a recent exposure period. (August 9, 2012)
Nonforfeiture Modernization Work Group presentation to the NAIC Life Actuarial Task Force regarding a general revision of the life and annuity standard nonforfeiture laws. (August 9, 2012)
Life Practice Council presentation to the NAIC Life Actuarial Task Force with recommendations for review, assessment and improvement of principle-based reserves. (August 9, 2012)
Federal Long-Term Care Task Force presentation to the 2012 NCOIL Summer Meeting on options to reform the long-term care system in the United States.
(July 18, 2012)
Senior Life Fellow Nancy Bennett’s presentation to the National Conference of Insurance Legislators (NCOIL) on modernizing insurance regulation. (July 12, 2012)
Health Practice Council webinar slides addressing the Supreme Court decision on the individual mandate and next steps in state and federal implementation of the Affordable Care Act (ACA). (July 11, 2012)
Life Practice Council presentation to the NAIC CDA Working Group regarding the solvency and risk management implications of contingent annuities. (June 27, 2012)
Medicare Steering Committee sample slide deck without speaker notes (updated 5/12) regarding a guide to Medicare's financial challenges and options for improvement. (May 22, 2012)
