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

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  • Individual Insurance
    business effects of adoption of the 1958 CSO mortality table, possible reasons for the declining trend in ... agency system. Commissions;Life valuation;Mortality rates=Mortality tables=Death rates ; 1904 10/1/1963 ...

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    • Authors: Robert E Slater, John E Smith, Ronald G Stagg, Robert C Tookey, Harry Walker, E A Dougherty, Milton J Goldberg, Charles M Sternhell, Lowell M Dorn, Zehman I Mosesson, Charles S Schelle, Harry W Jones
    • Date: Oct 1963
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • Spring Meeting Preview: Denver, May 2009
    updates on life and annuity product design, underwriting and annuity mortality. As usual, the section ... sessions that should be informative about the annuity and life insurance product develop- ment environment ...

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    • Authors: Thomas A Phillips
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Product Matters!
    • Topics: Actuarial Profession>Professional associations; Actuarial Profession>Professional development
  • A Review of Root Cause in Insurer Insolvencies and Impairments
    Figures 1 and 2 illustrate the historical number of U.S. and Canadian insurer insolvencies by year and by ... compensation; P&C commercial liability; Life & Annuity, Health, including long- term care (LTC); and Health ...

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    • Authors: David Heppen, Veronika Cooper
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; 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>Operational risks; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Investments
  • Consulting on Mergers and Acquisitions
    Group Annuity Mortality (GAM) table. That table is older than I am. Why did you use this table? Is ... Is it appropriate? Did you look at mortality improvements in the future? Are there any insurance companies ...

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    • Authors: Ronald Gebhardtsbauer, James A Kenney, Hector H Mislavsky, Max J Schwartz
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments; Pensions & Retirement>Corporate plans
  • Accident and Health Insurance Topics
    Accident and Health Insurance Topics This discussion seeks to answer what reserves are required ... accident and sickness policies, looks at the actuary's responsibility for experience analysis, discusses ...

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    • Authors: Society of Actuaries
    • Date: Nov 1956
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Transactions of the SOA
    • Topics: Health & Disability>Health insurance
  • How to Turn Suspects Into Prospects
    sales and accelerate the growth of your business. Let’s start with the end. You actually have prospects when: ... You are talking to decision-makers; Your company’s products/services are potential solutions to the clients’ ...
    • Date: May 2017
    • Competency: Communication>Active listening; Communication>Difficult message delivery; Communication>Oral communication; Communication>Persuasive communication; Communication>Written communication; 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; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Change management; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Ethical standards; Professional Values>Practice expertise; Professional Values>Public interest representation; Relationship Management>Relationships and trust; Relationship Management>Staff management and motivation; Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Strategic Insight and Integration>Strategy development; 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: Innovators & Entrepreneurs
    • Topics: Actuarial Profession>Entrepreneurism; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • Prospective Approach to Determining Allowable Rate Increases
    followed by the move to rate stabili- zation in 2000, which allowed for no minimum loss ratio at the ... percent loss ratio to which we vary morbidity, mortality, and lapse rates. Scenario 1 In our first scenario ...

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    • Authors: Kevin Kang, Raymond Nelson, Aaron Wright
    • Date: Aug 2018
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • Getting Strategic About Risk Management: How Business Can Move Forward Through Greater Risk Awareness
    risk. While the new fiduciary rules enacted by the U.S. Department of Labor are widely considered to be ... on the rather more black-and-white numbers in mortality tables, evaluating and assessing these less ...

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    • Authors: Lou DiSerafino
    • Date: Aug 2016
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>General business skills; External Forces & Industry Knowledge>Internal forces and business performance; Leadership>Influence; Leadership>Mentoring; Leadership>Professional network leverage; Leadership>Thought leadership; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; 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
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Compliance; Enterprise Risk Management>Financial management; Enterprise Risk Management>Governance; Enterprise Risk Management>Operational risks; Enterprise Risk Management>Portfolio management - ERM; Enterprise Risk Management>Risk appetite; Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Finance & Investments>Risk measurement - Finance & Investments
  • A Retrospective Look at History
    little common sense is needed. The retrospective mortality rate on a living policyhold- er is obviously zero; ... liabilities typically reflect an assumption about mortality improvement in the future. On the other hand ...

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    • Authors: Henry Siegel
    • Date: Mar 2016
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>External forces and business performance; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]