Description: This is the Phase I report of a two–phase effort. Phase I consists of defining relevant and actionable consumer segments among middle–income/mid–level net worth households. The Phase II report, defining a basic approach that could lead to a set of answers or 'solutions' that addresses the retirement risks faced by each segment, was released in September 2010.

Description: Table of contents for The Actuary Magazine - December 2004

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of the survey on Life Settlements, prepared by the SOA Committee on Life Insurance Mortality and Underwriting Surveys Life Settlements Survey Subcommittee. The responses from two separate surveys, one to direct writers and the other to reinsurers, have been combined into this single report. Survey question topics include company characteristics, market participation, market management, and consequences to the Industry.

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of the survey on laboratory testing issues, prepared by the SOA Committee on Life Insurance Mortality and Underwriting Surveys Laboratory Tests Survey Subcommittee. The survey asks questions about companies’ internal practices in regards to how laboratory tests become part of the underwriting paradigm, in particular, how changes are made, who the decision-makers are, and what support is necessary to add a test.

Description: The hot days of summer are upon us and, with it, the inevitable reference to the dog days of August. All over North America this year, summer began early with heat waves, heat alerts, smog alerts and hurricane and tornado warnings. Admittedly, this is not very encouraging news for our society which is concerned with preservation of life, quality of life and conservation of property. Accordingly, it is a challenge for our profession that prides itself on its ability to accurately calculate the financial impact of natural or catastrophic events on society at large. The Actuary Magazine August 2005

Description: The purpose of this paper is to examine the underlying issues of replacement rates for the benefit of retirement security stakeholders, particularly public policy makers, pension plan sponsors, advisors, financial product providers, and individuals planning for retirement. Additionally, guidance is provided on building replacement rate measures. From the Society of Actuaries - 2011.

Description: Discusses the influences that foreign economies have on the U.S. economy and the risks that those influences create for the U.S. life insurance industry.

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of the survey conducted by the SOA Committee on Life Insurance Mortality and Underwriting Surveys - Preferred Underwriting Survey Subcommittee. This survey asked for preferred risk underwriting practices as of July 2002. This is the third such survey completed by the Society of Actuaries. The intent of this survey was to gather information on the many variations in preferred risk underwriting.

Description: This article is an interview with Phelim Boyle, an educator, actuary, PhD, author, financial engineer and recipient of the IAFE/ SunGard Financial Engineer of the Year Award and perhaps best known for his research into Monte Carlo methods.

Description: This research report, part of the Society of Actuaries [SOA} ‘Research Projects – Finance/Investment,’ is sponsored by the Casualty Actuarial Society [CAS], Canadian Institute of Actuaries [CIA], and the Society of Actuaries [SOA] Joint Risk Management Section Research Team and the SOA's Committee on Finance Research. This paper examines the subprime mortgage crises and related financial consequences from the perspective of the insurance industry.