Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • industry-mortality-table-review
    Learn about the ... industrial practice for constructing the mortality table from 0 to 1 through journeys in Hong Kong and Singapore ...

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    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Modeling & Statistical Methods
  • 2021-life-meeting
    combining the Life & Annuity Symposium (LAS) and the Valuation Actuarial Symposium (ValAct). The Life Meeting ... Meeting will offer sessions specific to pricing and valuation as well as sessions on emerging issues relevant ...

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    • Authors: Society of Actuaries
    • Date: Aug 2021
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Predictive Analytics; Reinsurance
  • The Future of Actuarial Models
    births and deaths. Since that day, the mortality table has had an impressive run as the core element of ... help actuaries conduct the routine business of valuation, pricing and ALM. Recent trends in regulatory ...

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    • Authors: Nathan Worrell
    • Date: Jul 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuary of the Future
    • Topics: Technology & Applications>Analytics and informatics; Technology & Applications>Software; Predictive Analytics>Modeling techniques; Technology & Applications>Artificial intelligence & machine learning
  • SOA Accelerated Underwriting Practices Survey
    expected Worse by up to two risk classes or two table ratings Worse by more than two risk classes (excluding ... (excluding smoker misrepresentation) or more than two table ratings Smoker misrepresentation Decline/postpone ...

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    • Authors: Allen Klein
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
  • The Universal Life Insurance Policy
    The Universal Life Insurance Policy The purpose of this paper is not to present a revolutionary ... insurance industry if the concept were adopted. Individual life plans;Product development;Taxes=Taxation; ...

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    • Authors: James C H Anderson
    • Date: Jan 1999
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Universal life
  • A Spectrum of Solutions Series: Part 1—Non-public Options
    care (as of 2019) into three buckets, as shown in Table 1. These numbers don’t include additional costs ... falling into economic insecurity as they age.”[2] Table 1 Costs of Long-Term Care Source: National Association ...

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    • Authors: Nathan Worrell
    • Date: Jan 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Long-term Care; Public Policy; Public Policy; Long-term Care>Funding - Long-term Care
  • Society of Actuaries Competency Framework - Personal Planning Workbook
    Society of Actuaries Competency Framework - Personal Planning Workbook The SOA's Competency ... help actuaries make decisions related to their individual professional development and career management ...

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    • Authors: Society of Actuaries
    • Date: Oct 2010
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Competencies
  • Discussions on Channel Conflict in Product Development
    Discussions on Channel Conflict in Product Development In recent years, the domestic insurance ... channel conflicts in the rapid growth of both individual and brokerage channels. The presenter will share ...

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    • Authors: Society of Actuaries, Min Hu
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
  • 2024-supp-health-di-ltc
    The Supplemental Health, DI & LTC Conference provides a unique opportunity ... cross-functional view of supplemental health products, individual disability insurance, and long-term care standalone ...

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    • Date: Dec 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Health & Disability; Long-term Care
  • An Exploration of Lifecycle Finance
    derisking strategies within defined contribution and individual retirement accounts. The economic theory behind ... during retirement. Similar to pension plans, each individual has his or her own idiosyncratic needs, wants ...

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    • Authors: Matthew Brady
    • Date: Sep 2019
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Economics; Economics>Financial economics; Pensions & Retirement; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension investments & asset liability management; Pensions & Retirement>Plan design; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management; Pensions & Retirement>Post retirement risks