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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  • Employee Benefit Plans – Group Annuity Federal Disclosure Act Reports
    Employee Benefit Plans – Group Annuity Federal Disclosure Act Reports From the 1960 Transactions Vol. 12 No. 32, this ‘Discussion of Subjects of Special Interest’ addresses the effects of the ...

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    • Authors: Philip D Anderson, Shepherd M Holcombe, Charles D Williams, Aubrey White
    • Date: Mar 1960
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Transactions of the SOA
    • Topics: Annuities>Group plans - Annuities; Public Policy
  • Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It?
    Life Insurance and Annuity Products Under Alternative Taxation Systems: The End of Life as We Know It? Presented at May 1996 Spring Meeting. This session addresses potential changes in life ...

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    • Authors: Christian J DesRochers, Marilyn Brown, Craig R Springfield
    • Date: May 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Individual Life Insurance Product Design Under Conditions of Inflation
    Individual Life Insurance Product Design Under Conditions of Inflation This is a discussion on individual life insurance market needs and product design under conditions of inflation.

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    • Authors: Allan Affleck, Charles L Edris, Wilfred A Kraegel, Alan C Snyder
    • Date: Apr 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities; Life Insurance; Public Policy
  • Federal Income Tax Impact On Product Design And Cost
    Federal Income Tax Impact On Product Design And Cost Presented at April 1985 April Meeting. This session discussed: Annuities, Non-participating life products, Participating life products, ...

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    • Authors: Jay Jaffe, Hsien-Ming K Keh, Andrew M Kerstein, Sidney A LeBlanc, Randall Mire
    • Date: Apr 1985
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Pricing - Annuities; Life Insurance>Pricing - Life Insurance; Public Policy
  • PBR Team: Preparing Small Company Actuaries for Principle-Based Reserves
    PBR Team: Preparing Small Company Actuaries for Principle-Based Reserves The article describes how the Smaller Insurance Company Section's Principle-Based Reserves Team is planning to ...

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    • Authors: Mark C Rowley
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: Small Talk
    • Topics: Annuities>Pricing - Annuities; Annuities>Reserves - Annuities
  • Variable Annuity DAC: A Survey of Current Practice
    Variable Annuity DAC: A Survey of Current Practice Variable Annuity DAC: A Survey of Current Practice by Laura J. Hay and Elizabeth Rogalin from The Financial Reporter, December 2002, Issue No.

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    • Authors: Laura J Hay, Elizabeth Rogalin
    • Date: Dec 2002
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Small Talk
    Small Talk Metadata for entire issue Statutory Reserves;Principles-Based Reserves (PBR);Life Reserves;Annuity Reserves;Risk Measurement;Futurism;Strategic Risks;Demographics;professional ...

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    • Authors: Society of Actuaries
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Professional network leverage; Leadership>Thought leadership; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Annuities; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Life Insurance>Reserves - Life Insurance; Public Policy
  • Diversification Of Life Insurance Companies
    Diversification Of Life Insurance Companies This panel from the May 1982 Society of Actuaries meeting in Colorado Springs discussed the diversification of life insurance companies. Topics ...

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    • Authors: Steve Cooperstein, Paul J Overberg, Theodore S Rosky, Frederick S Townsend
    • Date: May 1982
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Professional development; Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • Marketing Arrangements With Financial Institutions
    Marketing Arrangements With Financial Institutions Presented at May 1986 Spring Meeting. This session discussion is about marketing arrangements and mergers with non-insurance the financial ...

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    • Authors: Jay Jaffe, H Lund, Linda D Reed, Lawrence A Seller, Christopher Tomecek
    • Date: May 1986
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
  • AG43 Case Study Results - Alternative Scenario Sets
    AG43 Case Study Results - Alternative Scenario Sets Article discusses valuation and Risk Based Capital results for a sample variable annuity block of business. The valuations were performed under ...

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    • Authors: John Froehle
    • Date: Sep 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance
    • Publication Name: The Financial Reporter
    • Topics: Annuities>Variable annuities