In addition to the on-going activity in developing a principles-based framework for variable annuities, work has been on-going on extending these concepts to other individual and group annuity products (such as traditional fixed annuities, payout annuities and, equity indexed annuities).

Take part in this exciting panel discussion to learn about the Academy's efforts to extend a principles-based valuation framework to other annuity products; and increase your understanding of the steps necessary to assure a successful implementation of the principles-based approach.

An expert panel will discuss:

• Scope of products included in this proposal
• Current status and likely effective date
• Key issues that still need to be resolved
• Assumption setting process
• Issues in reflecting interest rate risk in the calculations
• The design of the appropriate model


At the conclusion, you'll have a better understanding of the status of principle based valuation as it applies to non-variable annuities and the implementation challenges you will need to address in order to be ready.