Announcement: SOA congratulates the new ASAs and CERAs for April 2024.

Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Conseqeunces of Insurance Business or Company Acquisitions
    Conseqeunces of Insurance Business or Company Acquisitions Description of general tax consequences of purchasing an insurance company, either through buying the assets or buying the stock. Taxes= ...

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    • Authors: Gary Vogel, Kristie Khaw
    • Date: Jun 2015
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Taxing Times
    • Topics: General Insurance (Property & Casualty); Life Insurance
  • Discounted Unpaid Losses: A Rate or a Curve?
    Discounted Unpaid Losses: A Rate or a Curve? The article describes changes to the computation of discounted unpaid losses (claim reserves) as a result of the 2017 tax legislation.

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    • Authors: Kristin R Norberg
    • Date: Jun 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; General Insurance (Property & Casualty)>Reserves - General Insurance; Health & Disability
  • March 2017 issue of Reinsurance News
    March 2017 issue of Reinsurance News March 2017 issue of Reinsurance News Life reinsurance;Health reinsurance 6442475490 3/1/2017 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Mar 2017
    • Publication Name: Reinsurance News
    • Topics: General Insurance (Property & Casualty)
  • The SOA and General Insurance
    The SOA and General Insurance The letter from the president provides background and updates in the development of the Society of Actuaries’ General Insurance specialty track. Professional ...

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    • Authors: Mark Freedman
    • Date: Apr 2014
    • Competency: Professional Values>Practice expertise; Relationship Management>Team leadership
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development; General Insurance (Property & Casualty)
  • Natural Catastrophes, Emerging Markets, and Reinsurance
    Natural Catastrophes, Emerging Markets, and Reinsurance Catastrophic exposure is on the rise owing to extreme weather and economic development of the past few years. Catastrophic claims peaked in ...

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    • Authors: Carlos Arocha
    • Date: Aug 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: General Insurance (Property & Casualty)>Capital - General Insurance; General Insurance (Property & Casualty)>Insurance cycle; Global Perspectives>Global markets
  • We Can Build Better Retirement Products
    We Can Build Better Retirement Products I recommend a Social Security deferral product, and two annuity enhancements. I then discuss the challenges faced in getting such products distributed.

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    • Authors: Joseph Tomlinson
    • Date: May 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Retirement Section News
    • Topics: Annuities>Payout annuities; General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Long-term Care>Long-term care insurance
  • Y Invest in Gen Z?
    Y Invest in Gen Z? Article about talent crisis in insurance industry By Emma Matteson Reinsurance News, June 2022 This article was originally published on the Gen Re website, by copyright holder, ...

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    • Authors: Emma Matteson
    • Date: Jun 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: General Insurance (Property & Casualty)
  • Recent Developments in the Health Care Market
    Summary of a presentation made by the author to the Government Finance Officer’s Association (GFOA) in New York on December 2018. This included an overview of the health insurance market ...
    • Authors: Michael Frank
    • Date: Feb 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Publication Name: Innovators & Entrepreneurs
    • Topics: General Insurance (Property & Casualty)>Claims - General Insurance; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability; Life Insurance>Claims - Life Insurance; Long-term Care>Public financing - Long-term Care; Health & Disability>Affordable Care Act (ACA)
  • 6 objections to the “myths” of DIAs
    6 objections to the “myths” of DIAs I’d like to start a movement to banish the term “life expectancy” from the retirement planning lexicon. It is one of the most abused and dangerously ...

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    • Authors: Charles Ritzke
    • Date: Sep 2015
    • Competency: External Forces & Industry Knowledge>General business skills
    • Publication Name: News Direct
    • Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance
  • Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels
    Evaluating Distribution Channel Options for Individual Insurance Products, Part 1: Agent Channels The Distribution Channels: Part 1 -- Agent Channels provides general information on agent ...

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    • Authors: Art W Lewis
    • Date: Aug 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: General Insurance (Property & Casualty)>Marketing and distribution - General Insurance; Life Insurance>Marketing and distribution - Life Insurance