Description: A recommendation for a set of improvement factors that vary by gender and attained age to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic table for AG-38 purposes.

Description: Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey.

Description: Throughout this session, the presenters will focus on tax rules pertaining to life and annuities, highlighting the recent changes to interest rates under Internal Revenue Code Section 7702 which determines whether a contract qualifies as a life insurance contract. In addition, recent annuity changes will be discussed such as required minimum distributions. Background and examples will be provided on the cash value accumulation test, the guideline premium requirements and the cash value corridor rules under 7702.

Description: Historically different approaches have been used by actuaries in modeling mortality improvement. The SOA has recently released a framework that practitioners can use to project mortality improvement, providing methodological consistency across a range of applications.

Description: 2021 ImpACT Conference - Session 3D: Individual Life Experience: Committee, Contest, COVID-19 and Data Update 10.26.21 Recording

Description: Save the date for SOA's 2021 Life and Annuity Symposium.