Description: This report summarizes the results of a mortality and pricing survey. It indicates significant differences between the mortality assumptions for different product lines and even between different companies within a single product line. Widespread differences in mortality expectations between products may give individuals an advantage by acting on inefficiencies in the financial services market.

Description: Find updates for the Group and Health Core Exam, U.S.

Description: This is one of eight essays from the collection: 2020 Living to 100 Essays.

Description: The Society of Actuaries (SOA) Research Institute, LIMRA, Reinsurance Group of America (RGA) and TAI recently released an update to the U.S. Individual Life COVID-19 report series. This report is the third public release from this collaboration and contains the results of an excess mortality analysis for the four quarter of 2020. Data from 31 companies representing approximately 72% of the industry’s face amount inforce have been included in the analyses in this report. A total of 2.9 million death claims from individual life policies from 2015 through December 31, 2020 make up the basis of the analyses.

Description: This literature guide provides a grounding in tax-sheltered annuities 'TSAs' and pertinent regulations. TSAs are only available to tax-exempt organizations.

Description: Generally accepted accounting principles 'GAAP' are those that apply to external financial reporting of publicly owned business enterprises. The principles that constitute GAAP vary between stock and mutual insurers, from product class to product class, and according to the purchase status of the business. This paper highlights additional reading materials that provide concise information regarding GAAP principals.

Description: Archive Spring 2021: Life Financial Management Exam (U.S.)

Description: Find information about the Life Finance and Valuation Exam. Life Finance and Valuation is a five-hour written-answer exam that is offered in the spring and fall of each year. Both a U.S. and Canadian version of the exam are administered, each of which has its own reading list. It is a requirement of the Individual Life and Annuities Track.

Description: This is the SOA introductory web page for the research report U.S. Insurance Company Investment Strategies in an Economic Downturn. Please see the SOA website for the full report.

Description: Archive Spring 2016: Group and Health Core Exam U.S.