Illustration of Indexed Annuities & Consumer Demands on Annuities Webcast

The SOA is organizing an Illustration of Indexed Annuities & Consumer Demands on Annuities Webcast on 23rd June (Tue), 1130-1300(HKT). With the emerging growth of indexed annuities, this webcast will discuss the current trends and considerations for indexed annuities to be successful in Asia and North America throughout the product design to launch phases.  For exploring market feedback and consumer preference in annuity features, this webcast will further share research findings in consumer preference and demand on annuities in the Hong Kong context.

The first presentation of this webcast will cover different designs of indexed annuities in the U.S. market, look at some recent successful product launches in Asia and North America and highlight the backgrounds of its high popularity.


The second presentation will focus on identifying the preferred design for annuities in Hong Kong. Experts will discuss using a discrete choice experiment (DCE) and examine its demand as well as identify consumers' characteristics associated with its demand in a survey of middle-aged workers (i.e., the potential consumers of annuities) in Hong Kong.


Website / Registration (Online Registration Deadline 21st June 2020)

Registration Fees (*Other discounts may apply)

Member USD 35.00

Non-Member USD 50.00


  • Jerry Mao, FSA, FCIA, CFA, MAAA, Director, Aon PathWise Solutions Group
  • Taik Ki Lee, FSA, Managing Director and Head, AON PathWise Solutions Group
  • Wai-Sum Chan, PhD, FSA, HonFIA, CERA, Professor of Finance, The Chinese University of Hong Kong


  • Paul Setio Kartono, CFA, FSAI, ASA, MAAA, Chief Strategy Officer, PT Prudential Life Assurance

SOA CPD credit:

1.80 credits