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  • The Application of Credibility Theory in the Canadian Life Insurance Industry
    The Application of Credibility Theory in the Canadian Life Insurance Industry Sponsored by the SOA's ... Research and the Canadian Institute of Actuaries, this report examines the application of credibility ...

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    • Authors: Leslie Jones, Patricia Matson
    • Date: Nov 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities and Key Metrics to Monitor Them in the Future
    Disparities in the Pursuit of Financial Security in Retirement by Race and Ethnicity: A Review of the Disparities ... Metrics to Monitor Them in the Future How does retirement preparedness in the U.S. vary across racial/ethnic ...

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    • Authors: Andrew Larocque, Patricia Matson
    • Date: Mar 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Pensions & Retirement
  • Behavioral Science Report
    Behavioral Science Report Situated at the intersection of psychology, neuroscience, sociology, and economics ... (BE) centers on applying an honest understanding of human behavior to practical problems. This report ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Jun 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Life Insurance
  • Emerging Underwriting Methodologies and their Impact on Mortality Experience Delphi Study
    Emerging ... August 2018 2 Copyright © 2018 Society of Actuaries Emerging Underwriting Methodologies ... published by the Society of Actuaries (SOA) and contains information from a variety of sources. It may ...

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    • Authors: Patricia Matson, Jack T Kerbeshian
    • Date: Jul 2018
  • Mental Illness and Its Impact on U.S. Mortality and Longevity
    Mental Illness and Its ... report examines the impact of the COVID-19 pandemic on mental illness and the impact of mental illness ... illness on mortality and longevity in the U.S. 11/29/2022 12:00:00 AM ...

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    • Authors: Rebecca Sheppard, Patricia Matson
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography
  • Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1
    Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1 This study is intended to ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Yield Curve Extrapolation Methods
    Yield Curve Extrapolation Methods This research report summarizes methodologies used for ... liability cash flows that extend beyond the maximum observavble portion of the yield curve. 2/28/2019 12:00:00 ...

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    • Authors: Jack T Kerbeshian, Patricia Matson
    • Date: Feb 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Finance & Investments
  • Health Case Study: National States Insurance
    States Insurance Company (“National States” or “the Company”) April 1, 2010: Status—Rehabilitation ... Causes of Insolvency  Pricing inadequacies for Long‐Term Care (LTC) insurance, particularly in the FL market ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Property & Casualty Case Study
    DY   Red Rock Insurance Company (“Red Rock” or “the Company”) formerly BancInsure, Inc. March 13, ... August 21, 2014: Status—Liquidation Root Causes of Insolvency  Poor underwriting results related to ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
  • Life & Annuity Case Study: Lincoln Memorial Life Ins.
    Memorial Life Insurance Company (“Lincoln Memorial” or “the Company”) May 14, 2008: Status—Rehabilitation ... September 22, 2008—Status: Liquidation Root Causes of Insolvency  Fraud—Policyholder funds were not placed ...

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    • Authors: David Heppen, Patricia Matson, Anna bondyra
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills
    • Topics: Enterprise Risk Management>Financial management; Finance & Investments>Asset liability management
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