Announcement: SOA congratulates the new ASAs and CERAs for May 2024.

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  • Reconsidering Embedded Value
    spin-off of Brighthouse Financial, as well as implementation notes. By Joy Chen and Erzhe Zhang The Financial ... considerations illustrated by MetLife’s strategic spin-off of Brighthouse Financial, as well as implementation ...

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    • Authors: Roujie Chen, Erzhe Zhang
    • Date: Apr 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Financial Reporter
    • Topics: Finance & Investments; Financial Reporting & Accounting
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies ... companies begin to reserve for their IUL products under PBR. principles-based reserves (PBR);Equity indexed ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • Inclusive Leadership: A Conversation
    By Reilly McGarr and Erzhe Zhang The Stepping Stone, July 2022 The following is a conversation between ... family time with his six-month-old daughter. He dreams of opening a farm and a petting zoo. Inclusivity as ...

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    • Authors: Erzhe Zhang
    • Date: Jun 2022
    • Competency: Communication; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions
    • Publication Name: The Stepping Stone
    • Topics: Actuarial Profession
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