Description: The Society of Actuaries released research in 2007, performed by Jim Toole, that develops a model for a U.S. individual life insurance company to consider its potential liability exposure as a result of a pandemic. Sponsored by the Mortality and Longevity Strategic Research Program Steering Committee, this paper updates several model assumptions including mortality in light of COVID-19.

Description: The Emerging Issues in Underwriting Survey was intended for direct life writing insurance companies in the US and Canada. The Survey looked at various trends that could have a significant impact on the process and practices of life insurance underwriting in the future.

Description: 2021 Life Meeting - Session 8A: Use of Electronic Health Records in the Assessment of Life and Health Risks 9.1.21 Recording

Description: With long duration targeted improvements in the U.S., and IFRS 17 in other countries, the insurance industry is currently undergoing the adoption of two of the most significant accounting changes in recent history. While the scale of these specific events are infrequent, change is the norm in the world of insurance and life of an actuary. We live in a dynamic environment that will continue to bring challenges in how companies make decisions in order maximize their value and return on capital. Capital management requires an ability for insurance companies to take corporate actions and understand the impact this will have on both the current and future available capital. Being able to make optimal decisions when the goal posts are subject to frequent and material shifts in accounting regulation is a difficult process. It requires holistic consideration of all tools available to manage capital and how KPIs can shift in their measurement under new regimes. By attending the session, you will: Discuss the challenges that companies have in managing capital in an ever evolving environment, what steps they have taken in managing the current scope of accounting change, and how they can be prepared for adjustments in the future.

Description: The old adage 'insurance is sold not bought' has been used to dismiss digital insurance and support the old agent model of distribution. However, modern distribution systems address this with personalization. This is not simply a customized application form based on age or gender. Personalization is much more dynamic and happens in real-time. It's about tailoring the end-to-end experience to meet the needs and expectations of the specific applicant. The core tools to achieve this are AI learning and nudges from behavioral science.

Description: Do you know how you would handle yourself in a high visibility situation that put your professionalism in the spotlight? How would you handle being reported to the ABCD? Hear how, Tom Dlouhy, after taking a new assignment, quickly found himself challenged from many angles but came out a stronger actuary. This lunch session is a reprise of a presentation from the 2017 Seattle Life and Annuity Symposium with some new highlights. Hear Tom share his experience with the ASOPs, the ABCD, and how he attempted to maintain the high standards of actuarial professionalism.

Description: Investigate from many angles the variety of potential impacts of increasing inflation on actuarial products and services in the insurance and retirement industries.

Description: A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting.

Description: Economic Scenario Generator - Investment Section Web Series Session #1 - Fundamentals & Hot Topics This session will cover the following points: 1. Introduction: ESG Basics, What is Risk Neutral and Real World? 2. Interest Rate Modeling 3. Equity and Private Equity Modeling 4. Example use cases facing investment professionals and actuaries today

Description: 2021 Life Meeting - Session 7D: Emerging Trends in Lapse and Mortality for Life Products 9.1.21 Recording