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

Valuation/Illustration Reports, Tables, and Tools

The Society of Actuaries Research Institute offers a variety of valuation/illustration materials for use by actuaries. Table reports are often accompanied by Excel workbooks with complimentary materials. Tools include the Relative Risk Tool and the Academy’s Economic Scenario Generator referenced in the Valuation Manual.

Tools

Tables & Reports

2024

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2024
    September
    The Mortality Improvement Life Working Group of the SOA Research Institute’s Mortality and Longevity Oversight Advisory Council released a recommendation for a set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic table for AG-38 purposes. This recommendation has been adopted by the NAIC’s Life Actuarial Task Force.
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  • 2025 GRET Recommendation
  • August
  • The SOA’s Committee on Life Insurance Company Expenses (CLICE) has submitted its recommendation for the 2025 Generally Recognized Expense Table (GRET) for use with individual life insurance sales illustrations.

2023

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