Description: This section presents and summarizes major life insurance-related legal cases from 1956, including claims issues, contract interpretation and misrepresentation by applicants.

Description: Topics include: 1. Formation of the American Academy of Actuaries and governance 2. Federal tax developments - discount on life insurance advance premiums, group term life, imputed income factors under individual policy pension trusts, estate tax effect of assignment of group life coverage 3. Newly created Servicemen's Group Life Insurance - plan summary.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary.

Description: The purpose of this statement is to describe principles and considerations regarding the provision made by insurance organizations relative to life actuarial risks. From Transactions of Society of Actuaries 1995, Vol. 47.

Description: Post-Retirement Experiences of Individuals Retired for 15 Years or More

Description: The SOA is pleased to make available a report highlighting findings related to housing from the biennial survey, Risks and Process of Retirement.

Description: This is an article about a survey sent to Long-Term Care section members and the survey results.

Description: This report presents findings from the 2013 Risks and Process of Retirement Survey, specifically those relating to personal risk management. Plans made and actions taken throughout people’s formative working lives develop their “life portfolios.” An important part includes making provisions for their senior years. These steps and efforts continued beyond their working lives to optimize physical, cognitive, emotional and financial well-being comprise their personal management of retirement risk. Such measures include, but are not limited to, when they choose to retire and take Social Security; their spending habits; how they manage debt; how they plan living arrangements and utilize the equity in their homes; the financial products they purchase; and how they employ financial planning services.

Description: This research summarizes interviews of individuals 85+ years old, looking at how habits and behaviors from earlier in life affect the later years of retirement.