Description: One of the many resources that the SOA offers for download is research on individual life with a focus on valuation materials.

Description: Outlines a generic business model for a life insurance company and concludes with thoughts on future trends and prospects.

Description: This page contains archived updates for the spring 2013 Individual Life and Annuities Design and Pricing (DP) Exam - U.S.

Description: One of the many resources that the SOA offers for download are experience studies for long-term care insurance.

Description: The Individual Life Insurance Valuation Mortality Task Force of the Society of Actuaries has completed a new Valuation Basic Mortality Table for individual life insurance, the 2001 VBT. Link to report and tables included.

Description: The Scale MP-2019 Report has been posted below along with an Excel version of Scale MP-2019.

Description: Enacted pursuant to the 2017 Tax Cuts and Jobs Act (TCJA) , the base erosion and anti-abuse tax (BEAT) is one of the most dramatic changes to the U.S. international tax landscape in recent years. The BEAT is essentially a minimum tax which applies to certain large U.S. and foreign corporations with U.S. operations with average annual gross receipts of at least $500 million and a base erosion percentage of 3 percent or higher (with some exceptions).

Description: The Society of Actuaries Research Institute is pleased to make available a report that aims to understand the cause of low annuity demand through the angle of mortality model uncertainty.

Description: One of the many resources that the SOA offers for download are experience studies, such as pension reports and mortality tables.

Description: This report, part of the Society of Actuaries [SOA] ‘Experience Studies – Business Practice Surveys,’ presents the results of the survey conducted by the SOA Committee on Life Insurance Mortality and Underwriting Surveys - Mortality Table Construction Survey Subcommittee, on the methods used to develop pricing mortality tables for fully underwritten life insurance. The objective of the survey was to gain an understanding of companies’ base mortality tables and the adjustments that were made to arrive at the final tables used in pricing, including whether or not mortality improvement was assumed.