Description: The chairperson for the marketing and distribution section discusses the section welcome call and outline future topics and themes for the year head.

Description: This document is a Request for Proposals (RFP) issued by the SOA Research Institute focusing on advancing catastrophe modeling and sustainability in Asia, particularly in ASEAN markets. It outlines research objectives, proposal requirements, selection process, submission details, and other pertinent information for interested researchers.

Description: Until recently, the placement of healthcare coverage risk in captives was rare, and those captives that carried healthcare risk were generally in Bermuda, Cayman or other traditional offshore captive domiciles. In recent years, more and more entities taking risk on healthcare costs have been exploring the value of placing portions of that risk into a captive insurer or reinsurer, including employers, insurers, and healthcare providers. The increased utilization of healthcare insurance/reinsurance captives (“healthcare captives”) has also expanded the breadth of captive domiciles, with many of these captives being formed in U.S. onshore domiciles. The purpose of this research is to examine the evolution of the use of healthcare captives for managing risk, how the landscape for healthcare captives is changing, captive structures utilized, and methodology for evaluating and selecting a jurisdiction. In addition to providing a resource to help healthcare insurers and other entities manage risk, the research can be used by policymakers to assess the impact of healthcare captives to existing insurance industry regulation and requirements

Description: Review the introductory study note for the Fall 2024 Quantitative Finance and Investment Portfolio Management (QFIPM) Exam.

Description: This article attempts to make a modest contribution to the dialogue on the potential and risks associated with novel treatments such as cell & gene therapies. With a fast-expanding roster of what are believed to be one-time treatments at ever increasing price points aimed at curing a wider swatch of the population, they are as much a source of relief for patients stuck in medical limbo, as they are a source of anxiety for payers.

Description: This report focuses on disparities in retirement savings based on race and ethnicity.

Description: Review the syllabus for the Fall 2024 Group and Health Risk Mitigation (GHRM) Exam.

Description: Review the introductory study note for the Fall 2024 Group and Health Valuation and Regulation (GHVRC) Exam – Canada.

Description: The article discusses the critical role of Financial Planning and Analysis (FP&A) within insurance companies, particularly amidst changes in accounting regimes like USGAAP Long-Duration Targeted Improvements (LDTI) and International Financial Reporting Standard (IFRS) 17 and implications of these changes on FP&A activities.

Description: Review the submission for the StatSmart Solutions team (from University of New South Wales, Australia) for the 2024 SOA Research Institute Student Research Case Study Challenge, which provides an opportunity for teams of students to apply their actuarial skills on a real-world problem in a business setting.