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

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  • Product Matters, March 2017
    FSA, CERA, MAAA Yuan Tao, FSA, MAAA 2017 Life & Annuity Symposium Coordinators Donna Megregian, FSA, MAAA ... important than ever going forward. The Life and Annuity Symposium in May (held in my amazing home city ...

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    • Date: Mar 2017
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Diverse Risks 2016 Call for Essays
    Charles S. Yanikoski 95 Dealing with Multiple Post-Retirement Risks in the Middle Market Charles S. Yanikoski ... and above any Social Security or other pension, annuity or employment income), then they have enough money ...

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    • Authors: Society of Actuaries
    • Date: Apr 2016
    • Competency: Communication>Written communication; External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Thought leadership; Professional Values>Public interest representation; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Annuities>Payout annuities; Demography>Longevity; Economics>Behavioral economics; Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments; Long-term Care>Long-term care insurance; Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Plan design; Public Policy; Public Policy; Social Insurance>Social Security
  • Product Matters, June 2018
    Mitch Katcher Product Matters!ISSUE 110 • J U N E 20 18 Product Trends Around the World By Elena ... FSA, MAAA Donna Megregian, FSA, MAAA 2018 Life & Annuity Symposium Coordinators Leonard Mangini, FSA, MAAA ...

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    • Authors: Society of Actuaries
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Product Matters, June 2017
    Possible E‰ects of Negative Interest Rates on the U.S. Life Insurance Industry By Richard de Haan and ... DEVELOPMENT SECTION Product Matters!ISSUE 107 • J U N E 20 17 Impact of VM-20 on Life Insurance Product ...

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    • Authors: Society of Actuaries
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Product Matters!
    • Topics: Annuities>Product development - Annuities; Life Insurance>Product development - Life Insurance
  • Using Sound Actuarial Principles to Better Manage Retirement Finances
    a discount rate, a rate of future inflation, mortality (or expected period of retirement) and other ... life annuity of $25,000 per year, and Example Retiree #2 has a fixed dollar, deferred annuity of $25 ...

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    • Authors: Kenneth Steiner
    • Date: May 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Public interest representation; Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Pension Section News
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Best practices; Finance & Investments>Asset liability management; Pensions & Retirement>Retirement risks
  • Risk Management, March 2018
    with a CRO: An Interview with Nick Silitch 10 2018’s Most Dangerous Risks for Insurers By Dave Ingram ... and Allocation of Cybersecurity Spending By Shaun S. Wang 19 ERM in Five Words Part 2: Alignment, Adaptability ...

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    • Authors: Society of Actuaries
    • Date: Mar 2018
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management
  • 2005 Delphi Study - Reflections 10 Years Later
    judgments about the long range (20 year) values of four U.S. economic variables: Annual in- crease in the Consumer ... Consumer Price Index; 10 Year Treasury Spot Yields; S&P 500 Total Rate of Return; Corporate Baa Spot Yields ...

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    • Authors: Steven Easson
    • Date: Dec 2015
    • Competency: Strategic Insight and Integration>Effective decision-making
    • Publication Name: Predictive Analytics and Futurism Newsletter
    • Topics: Predictive Analytics
  • Insurance Company Management Reporting
    includes supplementary contracts and some old annuity business. The group profit center includes some ... under premium. Surrender benefits, maturities, annuity benefits and reserves released on death are all ...

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    • Authors: Gregory D Adams, William D Baldwin, Peter Bondy, Thomas G Kabele, Allan Ryan
    • Date: Oct 1985
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Enterprise Risk Management>Financial management; Technology & Applications>Analytics and informatics
  • Expenses
    Expenses This discussion on expenses, briefly looks at what the smaller company can do about increasing ... policy change procedures. Underwriting;Life and annuity expenses;Life company expenses; 1175 6/1/1953 ...

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    • Authors: Society of Actuaries, Glenn O Head, A Edward Archibald
    • Date: Jun 1953
    • Competency: External Forces & Industry Knowledge>General business skills; Strategic Insight and Integration>Effective decision-making
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Expenses - Life Insurance
  • Risk Management, August 2016 Issue 36
    ISSUE 36 • AUGUST 2016 ERM in the U.S. Life and Annuity Industry: 2015 Survey—Summary Report By Anna ... from the Editor By Robert He 5 ERM in the U.S. Life and Annuity Industry: 2015 Survey—Summary Report ...

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    • Authors: Society of Actuaries
    • Date: Aug 2016
    • Competency: Strategic Insight and Integration>Effective decision-making; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management