On-Demand Webinar

FIA in a Day: Priced by Lunch, Review-Ready by Close

The carriers that deliver a distributor's custom version first win the shelf space. Watch Coherent publish an actuary's FIA workbook as a live API, so every downstream system calls the same model and the filing draft starts in parallel.

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Meet the Speakers
Donovan Hou Purple BG Headshot
Donovan Hou, FSA, MAAA
Sales Engineer & Actuary
Doug Purple BG Headshot
Doug Loots
CRO, Insurance
About the Webinar

Your next FIA is one workbook away

When a carrier builds an FIA, the actuaries set the caps and spreads in a workbook. IT then recodes that logic in as many as six places, from new business illustrations to nightly calculations. If a large IMO asks for its own version, the cycle starts over and the variation can take another year.

In this 30-minute session, watch Doug Loots and Donovan Hou, FSA, MAAA, show the alternative on screen, from an FIA illustration workbook to a published API and a filing draft built from the same model. The session closes on what “FIA in a day” means in practice and where the timeline really lands.

What You'll Learn
01

Why an FIA gets rebuilt in six places

Doug walks the product value chain from design to distribution and pinpoints where launch calendars lose their months.
02

What changes when every system calls the actuary's model

Watch an FIA illustration workbook become a published API, and hear what that means for the IT teams who used to rebuild it.
03

How to say yes to the next distributor request

Donovan shows how modular building blocks let a carrier answer a custom index strategy request without reopening the whole product.
04

Where filing fits in the timeline

See how the filing draft can start from the same workbook while illustrations are still being built, and what stays with the actuaries and compliance team.
05

What happens on Day 2

Launch day is rarely the finish line. Hear what happens to in-force illustrations and admin calculations once the product is live.
06

How to test a product before committing to it

Some products launch and sell only a hundred policies. Hear how distributors and new annuity carriers can test demand before committing the full investment.