On this page, you'll find links to studies, tables, reports and documents on group and individual life insurance plans, as well as mortality and longevity stats as they relate to life insurance. Available resources include a relative risk tool and mortality and other rate tables.
Life and Annuities Research
Experience Studies
Recent Publications
U.S. Individual Life COVID-19 Reported Claims Analysis, through June 30, 2023 Update
A high-level analysis of the claims that have been reported through June 30, 2023
Group Life COVID-19 Mortality Survey, December 2022 Update
U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through December 2022.
2023 Group Term Life Waiver Experience Table Report
This report documents the construction of the 2023 Group Life Waiver Experience Table, which is based on data from years 2006-2015.
U.S. Individual Life COVID-19 Mortality Experience Study, through December 31, 2022 Update
This report contains the results of an excess mortality analysis for the fourth quarter of 2022.
Group Life COVID-19 Mortality Survey, June 2022 Update
U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through June 2022.
2022 Cause of Death Report, Fourth Quarter, 2021 Update
This report contains the results of a cause of death analysis through the fourth quarter of 2021.
Research Reports
Navigating Global Insurance Demand Trends
Learn more about the behavioral factors influencing life & health insurance purchases.
Mortality Improvement Model
Learn about the recent update (MIM-2021-v4) to a consistent approach to projecting mortality improvement.
Rating Agency Perspectives on Insurance Company Capital
This report aids students and practitioners with understanding how rating agencies affect the insurance industry.
Fourth Quarter 2022 Life Co. Earnings
Life insurers reported Fourth Quarter 2022 financial results.
Third Quarter 2022 Life Co. Earnings
Life insurers reported positive financial results.
Understanding Mortality and Longevity
Access the SOA’s collection of mortality and longevity research.
The Experience Studies Pro Series Offers the Fixed Indexed Annuity Contract Owner Behavior Standard Data Package
The SOA Research Institute and LIMRA offer the most up-to-date study of fixed indexed annuity contract owner behavior. Learn more about this vital resource for actuaries working with annuities. Click here for prior release of the payout annuity mortality study.
Mortality By Socioeconomic Category
Learn about mortality disparities in the U.S.
Software and Tools
The SOA offers a variety of software and tools to help you in your work with relative risk and mortality calculations