Description: Review the GIFREU Case Study for Fall 2024.

Description: Review the ILALFMC Exam for Spring 2024.

Description: Review the ERM Exam for Spring 2024.

Description: Review the introductory study note for the Fall 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S..

Description: Review the syllabus for the Fall 2024 Life Financial Management (ILALFMU) Exam – U.S..

Description: Review the syllabus for the Fall 2024 Life Financial Management (ILALFMC) Exam – Canada.

Description: Review the introductory study note for the Fall 2024 Life Financial Management (ILALFMC) Exam – Canada.

Description: Review the syllabus for the Fall 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S..

Description: View the report on Modeling the Impact of the Great Unwinding on State Medicaid Programs

Description: Review the ILA LAM Solutions for Fall 2023.

Description: View the SOA Research Report "Actuarial Technology Issues - A Roundtable Discussion - August 2022" in Simplified Chinese

Description: Review the case study for the Fall 2023 Financial and Regulatory Environment (GIFREU) Exam – U.S..

Description: Review the case study for the Spring 2024 Financial and Regulatory Environment (GIFREU) Exam – U.S..

Description: Review the introductory study note for the Spring 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S.

Description: Review the introductory study note for the Spring 2024 Life Financial Management (ILALFMC) Exam – Canada.

Description: Review the syllabus for the Spring 2024 Group and Health Valuation and Regulation (GHVRU) Exam – U.S..

Description: Review the syllabus for the Spring 2024 Life Financial Management (ILALFMC) Exam – Canada.

Description: Review the syllabus for the Spring 2024 Life Financial Management (ILALFMU) Exam – U.S..

Description: Review the ILALFMC Solutions for Spring 2023.

Description: Review the ERM Solutions for Spring 2023.

Description: Review the ILALAM Solutions for Spring 2023.

Description: 2023 Section Ballot - Modeling

Description: 2023 Section Ballot - Financial Reporting

Description: Spring 2023 Exam ERM

Description: Spring 2023 Exam GIFREU Case Study

Description: The objective of this paper is to provide a practical guide with concrete case studies to help actuaries implement artificial intelligence and machine learning (AIML) to help accelerate the speed of analysis for life and annuity actuarial modeling. We do so by researching the existing literature regarding AIML and its applicability to stochastic modeling and exploring case studies.

Description: Review the GHVRU Introductory Study Note for Fall 2023.

Description: Review the ILALFMC Introductory Study Note for Fall 2023.

Description: Review the GHVRU Syllabus for Fall 2023.

Description: Fall 2023 Individual Life and Annuities Life Financial Management, U.S

Description: Fall 2023 Individual Life and Annuities Life Financial Management, Canada

Description: In the fourth quarter of 2022, publicly traded life insurers reported on their financial and operational activities, which included a downturn in income from alternative investments, the continuing impact of COVID, the impact of equity market returns on variable annuity products, and growth trends related to pension risk transfer transactions.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to make available a report that explores stakeholder views in Minnesota on the efficacy of a public catastrophic long-term care insurance program at the state level.

Description: View the ILALFMU Exam Solutions

Description: List of presenters at 2022 Life Meeting.

Description: On August 29, 2022, the SOA Research Institute assembled an industry expert panel to discuss current issues in actuarial technology. This was the third time such a panel was assembled, and most panelists had participated in the previous discussions. Each participant volunteering for being part of the discussion was selected because of their management-level responsibilities for the application of technology in an actuarial context. The group was diverse in terms of employment, including company actuaries from life, health, and property/casualty backgrounds, as well as consultants from various kinds of firms. This panel included participants from outside the U.S. as well.

Description: View the Fall 2022 Individual Life and Annuities Life Financial Management, U.S Exam.

Description: View the Fall 2022 - General Insurance - Financial And Regulatory Environment – U.S. Exam Case Study.

Description: View the Spring 2023 Individual Life and Annuities Life Financial Management, Canada Introductory Study Note.

Description: View the Spring 2023 Individual Life and Annuities Life Financial Management, U.S .

Description: View the Spring 2023 Individual Life and Annuities Life Financial Management, Canada .

Description: View The Impact of Disaster Events on Investments – Contagion Channels Perspective.

Description: Enterprise risk management (ERM) is an orderly or guided conduct of an enterprise to deal with risks. For insurers, ERM requires full support and commitment of the senior management. ERM in the U.S. and Canada has evolved over the years into a complex ecosystem.

Description: Enterprise risk management (ERM) is an orderly or guided conduct of an enterprise to deal with risks. For insurers, ERM requires full support and commitment of the senior management. ERM in the U.S. and Canada has evolved over the years into a complex ecosystem.

Description: Enterprise risk management (ERM) is an orderly or guided conduct of an enterprise to deal with risks. For insurers, ERM requires full support and commitment of the senior management. ERM in the U.S. and Canada has evolved over the years into a complex ecosystem.

Description: In the second quarter of 2022, publicly traded life insurers reported some of their best financial results since the pandemic began. COVID-19-related claims fell sharply in many product categories. Sales, which had taken a big hit, showed significant improvement as well, though not always to pre-pandemic levels. Sales activity was enough, however, for industry executives to report confidently in their quarterly conference calls that in this regard the worst consequences of the pandemic are over.

Description: This report was prepared to provide an overview of Registered Index-Linked Annuities for use in the educational curriculum of the Society of Actuaries. It presents general principles and highlights major differences from other types of deferred annuities offered by life insurance companies in the United States.

Description: View the ERM-GC Model Solutions - Spring 2022.

Description: View the ERM-INV Model Solutions - Spring 2022.

Description: View the ERM-GH Model Solutions - Spring 2022.

Description: View the Spring 2022 ERM – Enterprise Risk Management ILA Exam.

Description: View the ERM-GI Model Solutions - Spring 2022.

Description: View the ILA LAM Model Solutions - Spring 2022.

Description: View the QFI PM Model Solutions - Spring 2022.

Description: View the Spring 2022 ERM – Enterprise Risk Management RET Exam.

Description: View the ILA LFMU Model Solutions - Spring 2022.

Description: The Chinese insurance market is grappling with product innovation, business growth and regulatory oversight as it tries to keep pace with a sharp growth in demand across product segments. In this context, the authors have highlighted insurance trends in China, based on available research and literature, with a particular focus on topics that will drive the enterprise risk management (ERM) function of insurance companies. ERM provides an opportunity for insurers to identify and mitigate potential insurance risks by enhancing their policies and risk management activities. This report explores the insurance trends in detail, drawing on findings from interviews of practitioners in the Chinese market, to provide context for the drivers of ERM transformation.

Description: View the General Insurance, Financial and Regulatory Environment – U.S. Case Study.

Description: View the Spring 2022 QFI – Portfolio Management Exam.

Description: View the Spring 2022 - General Insurance - Financial And Regulatory Environment – U.S. Exam Case Study.

Description: View the Spring 2022 Individual Life and Annuities Life Financial Management, U.S Exam.

Description: View the Fall 2022 Individual Life and Annuities Life Financial Management, Canada Introductory Study Note.

Description: View the Fall 2022 ILA – Life Financial Management, U.S. Exam.

Description: View the Fall 2022 Individual Life and Annuities Life Financial Management, Canada.

Description: View the Fall 2022 Individual Life and Annuities Life Financial Management, U.S Introductory Study Note.

Description: This paper concerns policyholder dividends on traditional participating life insurance products in regulatory contexts similar to those in the United States and Canada. This paper also touches on annuity products. It was prepared for use in the educational curriculum of the Society of Actuaries. Dividend actuaries seeking references to writings on policyholder dividends to refresh their perspective may also find it useful.

Description: This report was prepared for use in the educational curriculum of the Society of Actuaries. It describes the main features of structured settlement annuities in North America and current actuarial practices and issues related to this product. It draws upon a study note on the same topic authored by Roger Harbin, FSA in 1991. Perspective on the Canadian structured settlement market was provided by Robert (Bob) Nigol, B.A., M.A., Managing Partner of EPS Settlements Group of Canada.

Description: View the ILA LAM Model Solutions - Fall 2021.

Description: View the QFI PM Model Solutions - Fall 2021.