Conference of Consulting Actuaries Annual Meeting

October 15-18, Nashville, TN

What’s New in the Annuity Purchase Market

The pension plan annuity purchase market has evolved significantly since 2012 when the GM and Verizon deals ushered in a new era in pension risk management. We’ve had new entrants into the market, new innovations, and new issues. The panelists in this session discuss what’s new in the annuity purchase market from the insurer perspective to ensure that consultants understand how to best approach the market to optimize results for their clients.

Michael Clark
Managing Director

Hedging Pension Liabilities

Panelists discuss the issues around hedging liabilities (i.e., minimum funding, PBGC, accounting, and termination) including the different risk factors involved. They discuss the practical implementation of hedging strategies along with current challenges to hedging pension liabilities today. Panelists also discuss the role that pension actuaries can play to help facilitate a successful hedging strategy with their clients.

Michael Clark
Managing Director
Joe Anzalone
Managing Director

Managing Expectations

Expectations are a powerful force and therefore managing them is key to a consulting actuary’s success. Join the Leadership Development Community interactive workshop to learn and practice how to manage expectations to improve your success as a consultant/leader/team member/human. Neither CCA nor Leadership Development Community membership is required to attend.

Michael Clark
Managing Director

Improving Actuarial Reports and Communications

Have you ever received a client email saying, “Fabulous actuarial report you sent. I just couldn’t stop reading it.” Indeed, this may seem like actuarial fantasy or science fiction. While this session will remain reality based, why not attend and discover how your reports and communications can become at least a little more intriguing

Michael Clark
Managing Director

INVESTMENT ADVISOR:  Investment advisory services are provided by Agilis Partners LLC, an investment advisor registered with the US Securities and Exchange Commission.

The information contained in this document is strictly confidential. The information contained herein may not be reproduced, distributed or published by any recipient for any purpose without the prior written consent of Agilis Partners LLC.

PAST PERFORMANCE IS NOT AN INDICATION OF FUTURE RESULTS.

The value of investments and any income generated may go down as well as up and is not guaranteed. An investor may not get back the amount originally invested. Past performance is not a guide to future performance. No representation, warranty, or undertaking, express or limited, is given as to the accuracy or completeness of the information or opinions contained in this document by Agilis Partners LLC or any of its partners or employees and no liability is accepted by such persons for the accuracy or completeness of any such information.