Announcement: SOA releases April 2024 Exam FM passing candidate numbers.

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  • Spring 2021 ERM – Enterprise Risk Management Exam Case Study
    and to use other material as a complement to the primary sources rather than a substitution for them. ... Under the Affordable Care Act ERM-522-17 Risk Selection Threatens Quality of Care for Certain Patients: ...

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    • Authors: Society of Actuaries
    • Date: Nov 2020
  • Deferred Taxes
    addition, the pattern of utiliza- tion of medical care services under au HMO may differ from utilization ... this data will result in the hospital and medical care component of the capitation. The table below shows ...

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    • Authors: Robert L Lindsay
    • Date: Jan 1973
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Tax accounting
  • Diverse Risks 2016 Call for Essays
    54 News Flash: Retirement Takes Over Long-Term Care John Cutler 57 How the American Retirement Savings ... Stop-Loss: Adapting Life Insurance to Meet Long-Term Care Needs Morris Tenenbaum 86 Decisions Misaligned ...

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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
  • Session 019: IFRS 17 Senior Leaders’ Panel on Strategic Opportunities
    closely follow federal law. The Sherman Act, is the primary U.S. antitrust law pertaining to association activities ... Is IFRS your a. Primary reporting basis b. Regulatory reporting basis c. Primary reporting basis and ...

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    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Actuarial Profession>Management skills; Financial Reporting & Accounting; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Reinsurance Trends
    lowering their YRT rates very much the same as direct writers are lowering ART rates. Most reinsurers ... reinsurers are merely facing the same problems that the direct writers are facing with the piecemeal shift to ...

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    • Authors: Waid J Davidson, David Holland, William K Tyler, Melville J Young
    • Date: Apr 1981
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Record of the Society of Actuaries
    • Topics: Reinsurance; Reinsurance>Marketing and distribution - Reinsurance; Reinsurance>Pricing - Reinsurance
  • Book Reviews and Notices
    digested only those papers which appear to be of direct interest to members of the Society of Actuaries; ... coverage other than the major ones of hospital care, surgical services, and physician in-hospital visits ...

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    • Authors: Society of Actuaries
    • Date: Oct 1966
    • Publication Name: Transactions of the SOA
  • 2016 National Basketball Association Players Pension Stats
    actuaries, who have a rigorous formal education and direct experience as practitioners as they perform applied ... techniques as well as individual reports on health care, retirement and other topics. The SOA’s research ...

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    • Authors: Society of Actuaries
    • Date: Nov 2017
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance
    • Topics: Pensions & Retirement>Multi-employer plans
  • Customer Relationship Management - How do you Model a Customer?
    holders of any type, and agents, whether they're direct agents, tied agents, or independent financial ... stockbrokers, and the like. Methods are face-to-face, direct mail, the Internet, etc. Obviously, channels and ...

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    • Authors: H Shumrak, Paul Turner
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Modeling & Statistical Methods
  • 2008 Individual Life and Annuity Expense Study – Summary Report
    Personal Producing General Agents (PPGA), Multi-Line, Direct Response, Other and Unallocated (that expense ... particularly evident for Variable products. The primary explanations for this variation included the ...

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    • Authors: Society of Actuaries
    • Date: Apr 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Behavioral Science Report
    segmentation and how that overlays distribution channels – direct to consumer mail, digital, agent phone sales, and ... that are more complex. An increasing number of direct insurance carriers are interested and asking about ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Life Insurance