Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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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
  • Inclusive Leadership: A Conversation
    By Reilly McGarr and Erzhe Zhang The Stepping Stone, July 2022 The following is a conversation between ... between two actuaries sharing observations on leadership. They have been colleagues and friends for more than ...

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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
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies ...

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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