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  • NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces
    NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of ...

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    • Authors: Laura Knapp
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • 2023-challenges-life-annuities
    At the conclusion of the first part, attendees will be able to describe sources of reserve redundancy for products under Principle Based Reserve (PBR) and products under Commissioners' ...

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    • Authors: Erik Pronovost, Eryn Bacewich, Bingjie Li
    • Date: May 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Annuities; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
  • Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum
    Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum There are two key trends in the preneed and final expense insurance market, the first being small ...

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    • Date: Aug 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Preneed
  • Life Pandemic Model Updates to U.S. Life Insurance Industry Moderate Scenario
    Life Pandemic Model Updates to U.S. Life Insurance Industry Moderate Scenario The Society of Actuaries released research in 2007, performed by Jim Toole, that ...

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    • Authors: Society of Actuaries
    • Date: Jan 2021
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance
  • Emerging Issues in Underwriting Survey Report
    Emerging Issues in Underwriting Survey Report The Emerging Issues in Underwriting Survey was intended for direct life writing insurance companies in the US and Canada. The Survey looked at ...

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    • Authors: Society of Actuaries
    • Date: Mar 2021
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard
    Mobile Technology for the Life Insurance Producer: Is It a Fad or the Future? Carrier-produced apps are becoming the industry standard Ignoring the mobile technology revolution may place ...
    • Authors: Karen Monks
    • Date: Sep 2012
    • Competency: Communication>Difficult message delivery; Communication>Written communication; External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Software
  • Frequently Asked Questions—Indirect Par Contracts Under IFRS 17
    Frequently Asked Questions—Indirect Par Contracts Under IFRS 17 The article addresses treatment of products with indirect participating features (e.g. declared credited rates) under IFRS 17. Some ...

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    • Authors: Bruce Rosner, Kyle Stolarz
    • Date: Jun 2021
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Life Insurance>Reserves - Life Insurance
  • T3: TAXING TIMES TIDBITS
    T3: TAXING TIMES TIDBITS T3: TAXING TIMES TIDBITS TAXING TIMES, June 2022 IRS Tweaks Automatic Procedure for Changes in Basis of Computing Reserves under Section 807(f) By Art Schneider and Mark ...

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    • Authors: Arthur C Schneider, Surjya Mitra
    • Date: May 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Tax accounting; Life Insurance>Reserves - Life Insurance; Life Insurance>Expenses - Life Insurance; Public Policy
  • Increasing Your Prospect Response Rates by 34%
    Increasing Your Prospect Response Rates by 34% This article discusses the use of product databases to increase response rates from direct mail campaigns. The concept includes renting name lists ...

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    • Date: May 2006
    • Competency: External Forces & Industry Knowledge
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Morbidity and Mortality Trends During Economic Downturns
    Morbidity and Mortality Trends During Economic Downturns The effects of the COVID-19 pandemic have been discussed widely and in depth, with lockdown measures and restrictions on travel and ...

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    • Date: Apr 2021
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Economics; Life Insurance