Announcement: SOA releases passing candidate numbers for April 2024 Exam PA.

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  • Bias and Fairness in Modeling and Underwriting
    Bias and Fairness in Modeling and Underwriting An overview of bias and fairness in machine learning models, as they apply to use cases in life insurance. By Benjamin Brew, Cole Frank, Amy ...

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    • Authors: Hareem Naveed, Benjamin Brew (Ben)
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuary of the Future
    • Topics: Modeling & Statistical Methods; Public Policy
  • Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts
    Proposed Regulations on Reporting Requirements for Transfers for Value of Life Insurance Contracts This article discusses new tax reporting requirements for transfers for value under section ...

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    • Authors: Society of Actuaries
    • Date: Nov 2019
    • Competency: Communication; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Life Insurance; Public Policy
  • The Taxation of Real Returns from Short Term Deposits
    The Taxation of Real Returns from Short Term Deposits This papers considers the effects of taxing nominal rather than real returns from short term deposits. A system for taxing real returns is ...

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    • Authors: Philip Booth
    • Date: Jan 1991
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Actuarial Research Clearing House
    • Topics: Public Policy
  • 2023-health-virtual-s05a
    "Through both informed policy debate and opinionated social media, there are many current event health topics actively discussed and debated. The question remains... how does one separate ...

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    • Date: Jan 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Public Policy; Social Insurance
  • 2022-deal-no-deal-prof-nonnegotiable
    Investigate the importance of collaboration with accounting, underwriting, sales, marketing and other professions as an actuary when you attend this webcast. Cross-functional positions can cause ...

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    • Authors: Michael Prendes, Nickolas Ortner
    • Date: Jul 2023
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Health & Disability; Life Insurance; Public Policy; FinTech & InsurTech
  • Session 5: The Construction Process of C-ROSS Phase II in China
    Session 5: The Construction Process of C-ROSS Phase II in China In September 2017, the China Insurance Regulatory Commission (CIRC) issued the “C-ROSS Phase II project construction plan”, planned ...

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    • Authors: Jiachun Wang
    • Date: Jul 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Experience Studies & Data; Public Policy; Technology & Applications
  • Discussant Comments:Session 4A: Longevity in the Public Eye
    Discussant Comments:Session 4A: Longevity in the Public Eye These are the discussant comments for the concurrent session 4A: Longevity in the Public Eye from the January 4-6, 2017 Living to 100 ...

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    • Authors: Society of Actuaries, Sam Gutterman
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography>Longevity; Experience Studies & Data>Mortality; Public Policy; Social Insurance>Social Security
  • 2022-bermuda-reporting-whats-to-come
    As the size of the life reinsurance market in Bermuda has grown to over half a trillion dollars at the end of 2021, more and more actuaries are getting involved with this 21 square mile North ...

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    • Date: Mar 2023
    • Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Global Perspectives; Life Insurance; Public Policy; Reinsurance
  • A Spectrum of Solutions Series: Part 1—Non-public Options
    Review of non public options to finance care including personal savings, revers mortgages, family care and private insurance.

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    • Authors: Nathan Worrell
    • Date: Jan 2022
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Long-term Care; Public Policy; Public Policy; Long-term Care>Funding - Long-term Care
  • STOLI Poses Danger to Industry, Reinsurers Warned
    STOLI Poses Danger to Industry, Reinsurers Warned This article discusses the structure of and the dangers posed by Stranger-Originated Life Insurance STOLI. Life reinsurance;Policyholder ...

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    • Authors: James S Connolly
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy