Understanding Longevity: What to Tell Your Clients

Research Projects – Pension

The Society of Actuaries (SOA) and NAPFA University worked together to prepare a presentation assembling basic actuarial longevity information and deriving perspectives to support the financial planning process. The presentation builds on work by the SOA's Committee on Post Retirement Needs and Risks and the SOA's Living to 100 Project.


Understanding Longevity Presentation


If you have any questions or comments regarding the presentation, please contact Steve Siegel, Research Actuary at ssiegel@soa.org.

Thank You

The SOA's Committee on Post Retirement Needs and Risks would like to thank the following individuals for their input on the project:

  • Anna Rappaport
  • Cheryl Krueger
  • Joe Tomlinson
  • Rick Miller
  • Tim Harris
  • Alice Wade
  • Andrew Peterson, SOA Staff Fellow
  • Steven Siegel, SOA Research Actuary