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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  • 2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail
    2018 Universal Life with Secondary Guarantees Survey: Survey of Assumptions for Policyholder in the Tail Report summarizing the results of the 2018 PBITT UL with Secondary Guarantees Survey ...

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    • Authors: Jeffrey Hartman
    • Date: Sep 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
  • 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
  • Quantifying Lifestyle Behaviors Holds the Key to Wider Adoption of Insurance-Linked Wellness Programs
    To understand the relationship between lifestyle behaviors and mortality, RGA investigated a national, health-related, mortality-linked data set provided by the U.S. Centers for Disease Control ...

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    • Authors: Julianne A Callaway, Jason McKinley, Leigh Allen, Carmela Tedesco
    • Date: Nov 2021
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; FinTech & InsurTech; FinTech & InsurTech>Disruption
  • Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results
    Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results As part of its work, the PBITT working group issued its annual ...

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    • Authors: Society of Actuaries
    • Date: Jan 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance>Policyholder behavior - Life Insurance
  • Rational Ignorance and the Protection Gap: Is There a Cure?
    Rational Ignorance and the Protection Gap: Is There a Cure? Article describes the concept of Rational Ignorance and suggests that recognizing this issue in the life insurance industry might ...

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    • Authors: Ronald Poon-Affat
    • Date: Mar 2021
    • Competency: Communication
    • Publication Name: Reinsurance News
    • Topics: Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance
  • 2019 Universal Life with Secondary Guarantees Survey
    2019 Universal Life with Secondary Guarantees Survey Report summarizing the results of the 2019 PBITT UL with Secondary Guarantees Survey. Policyholder behavior, Secondary guarantees, Universal ...

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    • Authors: Society of Actuaries
    • Date: Dec 2019
    • Competency: External Forces & Industry Knowledge
    • Topics: Enterprise Risk Management; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Secondary guarantees; Life Insurance>Universal life
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