Katy Hylkema, Assistant Vice President of Customer Experience, GBU Life, oversees Product Marketing, Product Development, and Customer Experience.

Join us for an insightful session on GBU Life’s Defined Benefit Annuity—an innovative retirement planning solution that integrates a simple, yet powerful online tool with GBU Life's new fixed index annuity product. This presentation will cover:

• A live demo of the Defined Benefit Annuity tool
• A deep dive into how the program works and its benefits for both agents and clients
• Key implementation challenges and important considerations
• GBU Life’s strategy for introducing this program to the market
  at GBU Life, will be presenting on the Defined Benefit Annuity launch targeted for Gen Z.

Looking for a place to gather before dinner? Head up to The Fleur Room, 
a glass-encased lounge on Moxy Chelsea’s 35th floor with showstopping, 360-degree views of the Manhattan skyline, from the Statue of Liberty to the Empire State Building. 

Hosted networking dinner will be a 3-minute walk from The Moxy, in the Temptation Room at Oscar Wilde, 45 W 27th St, New York, NY 10001.

Bruce Friedland, MBA, FSA, MAAA, CLU, ChFC, Principal of Friedland Consulting Services LLC, will give updates on principle-based reserves for fixed annuities (VM-22) and the actuarial guideline (AG) dealing with asset adequacy testing on business using offshore reinsurance. The AG is moving quickly and there will be requirements in place for year end 2025. This will impact companies selling asset intensive business (like fixed annuities, PRT) using offshore reinsurance options (possibly captives also).

Collin Davidson, FSA, MAAA, CERA, Principal & Consulting Actuary, Milliman

This session will discuss some of our latest research on risk management for products that commonly require hedging. First, we will look at the potential synergies between RILA and VA products in an integrated hedging framework. Second, we will explore how a company might consider hedging FIA GLWB riders in an evolving landscape.

Some attendees are thinking of staying over Thursday for dinner and a show (TBA) on Broadway on our own. If interested, contact awittenburg@loma.org.