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
2022 Cause of Death Report
This report contains the results of a cause of death analysis through the first quarter of 2021.
2015-18 Group Annuity Experience Report
A report which presents the 2015 through 2018 calendar-year experience of retired individuals in the United States who are covered under group pension contracts
COVID-19 Reported Claims Analysis, 4th Quarter, 2021 Update
A high-level analysis of the claims that have been reported through December 31, 2021.
Group Life COVID-19 Mortality Survey Update
U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through September 2021.
Software and Tools
The SOA offers a variety of software and tools to help you in your work with relative risk and mortality calculations
Research Reports
Structured Settlement Annuities
This report describes the main features of structured settlement annuities in North America and was prepared for the SOA educational curriculum.
Mechanics of Dividends
This paper was prepared for SOA educational curriculum. Dividend actuaries may also find it useful.
Second Quarter 2021 U.S. Individual Life COVID-19 Mortality
This Tableau dashboard contains the results of an excess mortality analysis for the second quarter of 2021.
Living to 100 Monograph
Access the monograph on longevity and retirement from the SOA Living to 100 Symposium.
Mortality By Socioeconomic Category
Learn about mortality disparities in the U.S.
Call for Papers 2023, Living to 100 Symposia
Submissions Due: January 10, 2022
Understanding Mortality and Longevity
Access the SOA’s collection of mortality and longevity research.