Live Webinar
FIA in a Day: Priced by Lunch, Review-Ready by Close
When the actuaries who know how Fixed Indexed Annuities hit the balance sheet own the lifecycle end to end, launch speed becomes a standing capability instead of a project. Join Coherent live to see that lifecycle run without the usual rebuilds between systems. From one update in the actuary's own workbook to an AI-drafted filing package and working, compliant illustrations.
Save your spot for October 13
Meet the Speakers
Donovan Hou, FSA, MAAA
Sales Engineer & Actuary
Doug Loots
CRO, Insurance
About the Webinar
Your next FIA is one workbook away
Caps and participation rates now move with the rate environment, the carriers winning shelf space answer with product changes in weeks, and distributors have learned to ask every carrier for their own version. None of this strains the actuarial work. The strain is everything around it: one pricing workbook handed to a development team, an illustration vendor, and an admin platform, each producing its own interpretation, each reconciled by hand when the numbers disagree.
This 45-minute session will show the alternative live. Doug Loots, who ran individual markets technology at Global Atlantic, will open with where launch calendars actually lose their months. Donovan Hou, FSA, MAAA will then build a product variation on screen: the change made in the pricing workbook, reviewed and approved, drafted for filing, and running illustrations and admin calculations before the hour is over.
Expect a candid look at where reality adds time. And if a variation request is waiting on your team right now, this is the hour that will show what the waiting costs.
This 45-minute session will show the alternative live. Doug Loots, who ran individual markets technology at Global Atlantic, will open with where launch calendars actually lose their months. Donovan Hou, FSA, MAAA will then build a product variation on screen: the change made in the pricing workbook, reviewed and approved, drafted for filing, and running illustrations and admin calculations before the hour is over.
Expect a candid look at where reality adds time. And if a variation request is waiting on your team right now, this is the hour that will show what the waiting costs.
What We'll Cover
01
A live, actuary-owned change to the crediting strategy
We'll make the changes live on screen, in the pricing workbook itself. No ticket to IT, no development team re-implementing it.
02
Follow the filing draft Coherent AI assembles out of the same model
Drafted from the approved workbook and product notes, with every number traced to its source cell and ready for the actuary and compliance review and sign off.
03
Illustrations and admin calcs that agree by construction
How both call the same approved workbook, so the numbers match everywhere. No second version to maintain.
04
Where a day becomes a week
An honest look at the friction for annuity carriers: what genuinely happens in a day, what takes longer, and what still depends on your filing and review timelines.