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

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Incoming Chairperson's Message
    Incoming Chairperson's Message News Direct chairperson's column discussing recent activities, future plans, and the new officers of the Marketing and Distribution Section of the Society ...

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    • Authors: Andy Ferris
    • Date: Jan 2010
    • Competency: Professional Values>Practice expertise
    • Publication Name: News Direct
    • Topics: Actuarial Profession>Professional associations; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Let's Talk - Discussion Is Needed On Actuarial Assumptions, Consistency
    Let's Talk - Discussion Is Needed On Actuarial Assumptions, Consistency This article discusses the need for more coordination and consistency in assumption setting between the pricing ...

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    • Authors: Rachel M Hancock
    • Date: Oct 1997
    • Competency: Communication; Professional Values>Practice expertise; Relationship Management
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Best practices; Annuities>Pricing - Annuities; Financial Reporting & Accounting; Life Insurance>Pricing - Life Insurance; Modeling & Statistical Methods>Deterministic models
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Considerations for Indexed Universal Life under PBR
    Considerations for Indexed Universal Life under PBR The article highlights key considerations as companies begin to reserve for their IUL products under PBR. principles-based reserves ...

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    • Authors: Ye Yang, Erzhe Zhang, Nicholas Dunn
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Product development - Life Insurance; Life Insurance>Universal life
  • The Actuary Vol. 23, No. 3 August Zillmer, An Actuary With Less Reserve
    The Actuary Vol. 23, No. 3 August Zillmer, An Actuary With Less Reserve August Zilmer 1831-1893, a Prussian actuary best known for the development of preliminary term valuation, also made some ...

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    • Authors: William L Roach, Gunnar Alksnis
    • Date: Mar 1989
    • Competency: Professional Values>Practice expertise
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession; Life Insurance>Reserves - Life Insurance
  • Policyholder Dividends and Nonguaranteed Elements in the US and Canada
    Policyholder Dividends and Nonguaranteed Elements in the US and Canada This literature guide provides a basic grounding in policyholder dividends and other nonguaranteed elements in individual ...

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    • Authors: Society of Actuaries
    • Date: Mar 1997
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession>Standards of practice; Annuities>Individual annuities; Life Insurance; Public Policy
  • 2012 AAT Survey Results
    2012 AAT Survey Results Survey of appointed actuaries about asset adequacy testing techniques currently being used in 2012. Cash flow testing 4294993415 11/30/2012 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Nov 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • SOA Section Research
    SOA Section Research This article describes how actuaries can get involved in section research including participation on a Project Oversight Group (POG). interpersonal skills;mortality risk; ...

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    • Authors: James Filmore
    • Date: Jun 2018
    • Competency: Professional Values>Practice expertise; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance
  • Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR
    Reporting and Disclosure Requirements Under VM-31: Reporting Requirements for Business Subject to PBR Article discusses VM-31 requirements and actuarial report overview. Actuarial Standards ...

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    • Authors: Gaurav Rastogi
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Practice expertise
    • Publication Name: The Financial Reporter
    • Topics: Actuarial Profession>Standards of practice; Life Insurance>Reserves - Life Insurance
  • Digest of Smaller Company Forum
    Digest of Smaller Company Forum Discusses cost-benefit decision-making for acquiring electronic data-processing equipment and installation issues, ability of small companies to compete in pension ...

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    • Authors: William L Barber, Ralph E Edwards, Melvin L Gold, J Stanley Hill, George E Immerwahr, Robert H Jordan, Morton J Kent, John S Moyse, Anna M Rappaport, Courtland C Smith, W Tris Stevens, Ralph G Swail, Robert C Tookey, Irwin T Vanderhoof, James G Bruce, Reuben I Jacobson
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Health insurance; Life Insurance; Technology & Applications>Computer science