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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  • 2017 Universal Life with Secondary Guarantees Survey
    2017 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. 6442477448 7/13/2017 12:00:00 AM ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group UL with Secondary Guarantee 2015 Survey Results Report summarizing the results of the 2015 PBITT UL with Secondary ...

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    • Authors: Stephen Hodges, Charles M Bremer, Jeffrey Hartman
    • Date: Apr 2016
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2012 Survey Results Report Report summarizing the results of the 2011 PBITT UL with Secondary ...

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    • Authors: Society of Actuaries, Stephen Hodges, Mark Bergstrom
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Premium Persistency Study of Flexible Premium Universal Life Products Addendum
    Premium Persistency Study of Flexible Premium Universal Life Products Addendum This is a addendum for the research report summarizing results of premium persistency assumptions used by life ...

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    • Authors: Society of Actuaries
    • Date: Jul 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • 2012 AAT Survey Results
    2012 AAT Survey Results Survey of appointed actuaries about asset adequacy testing techniques currently being used in 2012. Cash flow testing 4294993415 11/30/2012 12:00:00 AM ...

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    • Authors: Society of Actuaries
    • Date: Nov 2012
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Topics: Finance & Investments>Asset liability management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Reserves - Life Insurance; Modeling & Statistical Methods>Asset modeling; Modeling & Statistical Methods>Scenario generation; Modeling & Statistical Methods>Sensitivity testing; Modeling & Statistical Methods>Stochastic models
  • 2017 Universal Life with Secondary Guarantees Survey Summary
    2017 Universal Life with Secondary Guarantees Survey Summary Report summarizing the results of the 2015 PBITT UL with Secondary Guarantees Survey. July 2017 The Joint Risk Management Section is ...

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    • Authors: Jeffrey Hartman
    • Date: Jul 2017
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • Shock Lapse Experience Report - Phase 2 Report
    Shock Lapse Experience Report - Phase 2 Report Report on the Lapse and Mortality Experience of Post-Level Premium Period Term Plans Lapse rates=Lapses;Mortality rates=Mortality tables=Death rates ...

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    • Authors: Susan Willeat, Timothy Rozar, Scott Rushing
    • Date: Jul 2010
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Premium Persistency Study of Flexible Premium Universal Life Products Report
    Premium Persistency Study of Flexible Premium Universal Life Products Report This is a research report summarizing results of premium persistency assumptions used by life insurers for flexible ...

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    • Authors: Society of Actuaries
    • Date: May 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Universal life
  • Lapse Rates
    Lapse Rates This paper presents a large number of studies made by The Mutual Life of New York determining the effect on the lapse rates of the various characteristics of the insured, the policy, ...

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    • Authors: Charles F B Richardson, John M Hartwell
    • Date: Sep 1951
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Transactions of the SOA
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results
    Policyholder Behavior in the Tail Risk Management section Working Group UL with Secondary Guarantee 2013 Survey Results Report summarizing the results of the 2013 PBITT UL with Secondary ...

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    • Authors: Stephen Hodges, Charles M Bremer
    • Date: Jan 2014
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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