Recently Published Research

Learn more about:

• Publications
• Podcasts
• Videos and Webcasts

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Publications

Healthcare Insurance/Reinsurance Captive Landscape
February
Explore the evolving healthcare captive insurance and reinsurance landscape, gaining insights on structures, market dynamics, and regulatory considerations to boost control, savings, and flexibility.

Actuarial Research Clearing House (ARCH)
February
The Actuarial Research Clearing House (ARCH) is an informal communication providing current actuarial research to friends and members of the actuarial community. Its primary goal is the speedy dissemination of current thinking and aids to research. Read the new article submitted under ARCH Table of Contents 2026.2

AI in Healthcare and Health Insurance – A Roundtable Peer Discussion
February
Explore roundtable insights from actuaries and health leaders on how generative AI is transforming healthcare and health insurance, with practical use cases plus governance, transparency, and accountability guidance.

Complex Assets in Insurance and Annuity Industries
February
Explore how life and annuity insurers use CLOs, ABS, and MBS to boost yield, and learn the key liquidity, valuation, and cash-flow risks to manage.

International Reinsurance Landscape Overview for U.S. Life & Annuities
February
This is your go-to guide for what’s driving the surge in “offshore” life & annuity reinsurance, with a side-by-side look at key jurisdictions (from Bermuda and Cayman to Ireland, Singapore, Puerto Rico, and more) and the reserving/capital frameworks behind them.

2024-2025 Registered Index-Linked Annuity Contract Holder Behavior Experience Study - Data Request
January
Help shape the first comprehensive 2024–2025 RILA contract-holder behavior study. Insurers can contribute data on surrenders, withdrawals, GLWB use, annuitization, and deposits by June 30, 2026.

Quarterly Global Warming Report
January
Quarterly statistical update on global warming trends using ERA5 air and sea surface temperature data, with trend estimates and confidence intervals.

Group Life COVID-19 Mortality Survey Report Series
January
The SOA Research Institute announces the Group Life COVID-19 Mortality Survey Report Series, which gathers a high-level view of U.S. group term life insurance mortality experience since the onset of the COVID-19 pandemic as compared to a pre-pandemic baseline period. These reports will measure results in total and by broad age group, industry category, geographic region, and cause of death.

Older Age Mortality Expert Panel Discussion Series – Cardiovascular Mortality Panel Report
January
Cardiovascular disease is still the leading cause of death at older ages—about 35% of all deaths—and the story is evolving fast. The SOA Research Institute’s latest expert panel discussion explores how genetics + lifestyle + environment + access to care interact, how COVID-19 disrupted cardiovascular outcomes, and what’s ahead (AI-enabled diagnostics, advanced lipids like Lp(a), new therapies, and wearables reshaping prevention and underwriting).

Quarterly Mortality Monitoring Report
January
The Quarterly Mortality Monitoring Report has been updated to include data through September 2025. The report is accompanied by an Excel workbook with interactive graphs for visualizing trends in the mortality data.

Mortality by Socioeconomic Category – Age Standardized Death Rates
January
New data downloads: Explore age-standardized (age-adjusted) death rates by socioeconomic category through 2023, built for clean comparisons across groups. Available as a full-population file plus focused sheets for 0–19, 20–44, 45–64, 65–84, and 85+.

Washington State Floods – December 2025
January
This report analyzes the December 2025 Washington State floods, showing how intense atmospheric river–driven rainfall caused severe flooding along the Skagit River, while also placing the event in a longer-term historical and climate-change context.

Actuarial Mindsets for Leading in the AI Era: An Expert Panel Discussion
January
A quick, practical roadmap for actuaries who want to lead (not just “use tools”) as AI becomes a routine part of the workflow, featuring insights from experts across academia, insurance, reinsurance, brokerage, and risk consulting. It highlights the enduring mindsets that matter most: curiosity, disciplined thinking, clear problem framing, and integrating AI responsibly without losing sight of core professional obligations.

Actuarial Intelligence Bulletin
January
This bulletin serves as a platform for sharing knowledge and fostering collaboration around artificial intelligence within the actuarial community. Explore articles on strategic initiatives, practical tips, and research advancements, all aimed at empowering actuaries to leverage AI responsibly and effectively.

2026 SOA Research Institute Student Research Case Study Challenge
January
The Research Institute has announced key dates for the 2026 Student Research Case Study Challenge.

Podcasts

Research Insights

Explore research reports and studies, innovative research projects and collaborate efforts with other organizations and the SOA Research Institute. For access to all episodes, visit the Research Insights page. 

Get Plugged In

Stay tuned for expert interviews, thought-provoking discussions, and practical advice to help you navigate the evolving landscape of Artificial Intelligence and its implications for actuaries under our AI Insights Series.

Listen to InsurTech start-up leaders share knowledge on evolving technology and insurance. For access to all episodes, visit the Get Plugged In page. 

Videos and Webcasts

Exploring the Arithmeter and its History
October 2024
Step back in time with the Arithmeter! See how calculations were done 150 years ago and imagine the future of actuarial science.

Modeling and Forecasting Premature Cardiovascular Mortality
October 2024
This video highlights findings on premature cardiovascular disease (CVD) mortality, focusing on education level and obesity status. In the U.S., there has been a slowing in improvement in CVD mortality rates. Ronora Stryker, ASA, MAAA, from the SOA Research Institute discusses CVD mortality trends.

SOA Research Institute Visits Officials in Washington D.C.
October 2024
In a summary video, R. Dale Hall, FSA, MAAA, CERA, managing director of research, SOA Research Institute, discusses meetings he and others had with legislators on Capitol Hill and key federal agencies about AI and other topics.

Reimagining Pharmacy Financing
June 2024
Watch a 5-minute video highlighting key findings and graphs from the report, which examines an alternative to policy solutions to tackle increasing medication cost via a value-based reimbursement mode.

Unhealthy Longevity in the United States
January 2024
Watch the video to better understand differences in mortality for people in good and poor health.

Questions or Comments?

If you have comments or questions, please send an email to research@soa.org.