The Actuaries' Club of the Southwest Meeting will be offering up to 12 hours of Continuing Education credits.

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1 The Actuaries Club of the Southwest May 8, 2014 Dear Member or Friend of the Actuaries' Club of the Southwest: The Executive Committee is pleased to announce the Spring 2014 Meeting of the Actuaries' Club of the Southwest is scheduled for Thursday and Friday, June at the Hilton San Antonio Hill Country Hotel & Spa in San Antonio, TX. The Actuaries' Club of the Southwest Meeting will be offering up to 12 hours of Continuing Education credits. The meeting sessions begin with breakfast at 7:00 a.m. on Thursday, with a reception scheduled for that evening at 6:00 p.m. On Friday, we will begin with breakfast at 7:00 a.m. and end at 12:15 p.m. Please note the dress code for all meetings is business casual. The following information regarding the meeting is provided in this package: 1. Registration Form please return with registration fee by June 6, Agenda 3. Hotel Registration Information please note the rates and the hotel reservation cut-off date of June 3, San Antonio Missions Minor League Baseball game information 5. Golf Registration Form please return by June 6, Please note instead of sending a check with your Golf Registration all participants will pay at the course. 6. Annual Dues Notice (members only) please complete and return the form, even if you qualify for a dues waiver, so that we may maintain our database of membership addresses and statuses. 7. To reduce expenses for the club, we would like to know if you are willing to receive information about meetings, dues, registration, etc. electronically only. If so, please check the box in the annual dues form or notify me via at: liane.latham@anico.com. If you wish to register online and pay with your credit card, please use the following link: The password is ACSW11. We once again have an excellent program that focuses on issues of current importance. Our guest speakers include experts in many fields. We will have sessions on both life and health issues. Please mark your calendars for the future meeting date: November 6-7, 2014 Marriott at Legacy Town Center Dallas/Plano Kind Regards, Liane Latham Secretary-Treasurer Actuaries Club of the Southwest Enclosures

2 ADVANCE REGISTRATION FORM ACTUARIES' CLUB OF THE SOUTHWEST 2014 Spring Meeting Hilton San Antonio Hill Country Hotel & Spa San Antonio, Texas June 19 & 20, 2014 NOTE: Return this form and your registration fee by June 6, This registration permits you to attend all scheduled meetings, breakfasts, and the reception to be held on Thursday, June 19, SUBMIT TO: Liane Latham Actuaries' Club of the Southwest One Moody Plaza, 14 th Floor Galveston, TX NAME:(for meeting registration badge) COMPANY: Address: PLEASE CHECK ONE: Member Non-Member NAME:(for guest/spouse registration badge, if applicable) REGISTRATION FEE PER PERSON: Member $100 (meeting, breakfast and reception) $ Non-Member $130 (meeting, breakfast and reception) $ Guest/Spouse $30 (reception and breakfast only) $ Total Enclosed $ PLEASE MAKE CHECK PAYABLE TO: Actuaries' Club of the Southwest

3 ACTUARIES CLUB OF THE SOUTHWEST Preliminary Spring Meeting Agenda San Antonio, Texas June 19 & 20, 2014 TIME TOPIC SPEAKER THURSDAY, 6/19/2014 7:00 a.m. 8:00 a.m. BREAKFAST & REGISTRATION 8:00 a.m. 8:10 a.m. Introductions and Announcements Laurel Kastrup, KPMG 8:10 a.m. 9:00 a.m. (*) Living Benefits Riders Steve Rowley, Gen Re 9:00 a.m. 9:50 a.m. (*) What Now for Health Care Reform? TBD 9:50 a.m. 10:10 a.m. BREAK 10:10 a.m. 11:00 a.m. (*) Challenges of Establishing Economic Capital Framework for Diverse Companies Allen Jacobson, USAA 11:00 a.m. 11:50 a.m. (*) 2013 COSO Framework Lou Mannello, KPMG 11:50 a.m. 1:20 p.m. LUNCH 1:20 p.m. 2:10 p.m. (*) The ASOP and the Actuary, Featuring the Update Process and ASOP 25 (Credibility) 2:10 p.m. 3:00 p.m. (*) Private Exchanges - Marketing Opportunities for Companies TBD 3:00 p.m. 3:20 p.m. BREAK Steve Ekblad, Swiss Re 3:20 p.m. 4:10 p.m. (*) Term Inforce Retention Derek Kueker, RGA 4:10 p.m. 5:00 p.m. (*) ERM and ORSA TBD 6:00 p.m. 7:30 p.m. RECEPTION 7:00 a.m. 8:00 a.m. BREAKFAST 8:00 a.m. 8:50 a.m. (*) Investment Challenges and Opportunities in a Low Interest Rate John Spear, USAA Environment for Life Insurance Companies 8:50 a.m. 9:40 a.m. (*) Medicare Shared Savings Programs for ACOs TBD 9:40 a.m. 10:20 a.m. BREAK FRIDAY, 6/20/ :20 a.m. 11:10 a.m.(*) Dying on Time - Elderly Mortality and Pricing Implications Vadim Marchenko, Aurigen 11:10 a.m. 12:00 a.m. (*) ASOP 1 and Other Professionalism Issues Tom Snook, Milliman 12:00 p.m. 12:15 p.m. DOOR PRIZES Must be present to win

4 HOTEL RESERVATION INFORMATION ACTUARIES CLUB OF THE SOUTHWEST 2014 Spring Meeting San Antonio, Texas June 19 & 20, 2014 The Hilton San Antonio Hill Country Hotel & Spa is delighted to host the Actuaries Club of the Southwest 2014 Spring Meeting Hotel Information: 9800 Westover Hills Blvd San Antonio, Texas Phone: (210) Room Rates (not including applicable state and local taxes) King/Double Queen: $ One Bedroom King Suite: $ * Please note the group rate is available 3 days pre/post based on availability. Rates guaranteed for reservations made through June 3, Check-in Time: 4:00 p.m. Check-out Time: 11:00 p.m. Reservations Reservations may be made either online or via phone. Please indicate that you are with the Actuaries Club of the Southwest to receive the special ACSW rate. Telephone: HILTONS or (210) Web: o Enter code ACSW under special rates RESERVATIONS RECEIVED AFTER WEDNESDAY, June 3, 2014, WILL BE BASED ON AVAILABILITY AT THE HOTEL S PREVAILING RATES.

5 Let the ACSW take you out to the Ball Game! Missions San Antonio s Minor League Baseball Team 2013 Texas League Champions Join us as the Missions take on the Corpus Christi Hooks June 18 th 7:05 at Wolff Stadium The ACSW is pleased to provide tickets to attend the game for meeting attendees and speakers. Guests are also invited to attend, but must cover the cost of their own tickets. The more actuaries, the merrier! Groups of 20 or more enjoy these additional benefits: PA and Scoreboard group recognition No waiting in lines Group seating together Opportunity to participate in on-field events To ensure we get the best seats available, please let me know by Wednesday, May 28 th, if you plan to attend. Send an to liane.latham@anico.com with Go Missions in the subject line. Please include the number of tickets requested and names of those attending, including guests, in the body of the . Come on out and root for the home team with fellow club members

6 GOLF INFORMATION ACTUARIES CLUB OF THE SOUTHWEST Location TBD (maps provided at the meeting) Tee time between 1:30 and 2:00 Green fees under $50 (to be paid by golfer at the course lunch is not included) All golfers who want to participate please notify Chris Falconer by Wednesday, May 28. Send an to

7 N O T I C E O F D U E S ACTUARIES' CLUB OF THE SOUTHWEST Members are hereby notified of the $25.00 annual dues for the year Please send this form along with your check (made payable to the Actuaries' Club of the Southwest) to: Liane Latham, Secretary-Treasurer Actuaries' Club of the Southwest One Moody Plaza, 14 th Floor Galveston, TX To reduce expenses for the club, we would like to know if you are willing to receive information about meetings, registration, dues, etc. electronically only. Please check the appropriate box to indicate your choice. Yes No NAME: NEW MEMBERSHIPS OR CHANGES IN STATUS If you have become a member of or have had a change of status in any other actuarial body since April 2013, please indicate below: Society of Actuaries American Academy of Actuaries Fellow Enrolled Actuary Associate Conference of Consulting Actuaries WAIVER OF DUES The Club's constitution provides dues may be waived for any member who: 1. Has attained age 55 and is either retired from normal business and from any form of actuarial practice or has earned income of less than $10,000 per year, 2. Has completely retired from actuarial activity for gain or profit due to total disability (regardless of age), or 3. Is on active duty with the Armed Forces of the United States of America during the period of active duty and for one year following such period. Please sign if you claim waiver If you know of any member who has died in the last year, please indicate: DATABASE INFORMATION CHANGES/CORRECTIONS - Please make any necessary address and changes and return it to me, even if you qualify for a dues waiver, so that we can keep our membership addresses up to date. Name: Address: You may also pay your 2014 membership dues online at: Any changes to your database information can be sent via to: liane.latham@anico.com