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Announcement: SOA releases March 2024 FAM, FAML, and FAMS Exams passing candidate numbers.

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  • Overview of Nonguaranteed Elements (NGEs)
    Overview of Nonguaranteed Elements (NGEs) Non-guaranteed elements are parameters of life insurance and annuity polices that are not fixed when the policy is issued but may be changed from time to ...

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    • Authors: David N Cook, Zohair Motiwalla, Karen Rudolph
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Registered Index-Linked Annuities
    Registered Index-Linked Annuities 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 ...

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    • Authors: Nicholas Carbo, David J Elliott
    • Date: Aug 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities
  • 2022-driving-regulatory-changes
    Learn how modernization of data, models, and technology are influencing workflows. This webcast will address how workflows are changing in response to new regulatory requirements and the impacts ...

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    • Authors: Andrew Allen Weaks, Robert Welander, Terri Linn Foster
    • Date: Sep 2022
    • Competency: Communication; External Forces & Industry Knowledge; Leadership; Professional Values; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Annuities; Economics; Enterprise Risk Management; Experience Studies & Data; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Long-term Care; Modeling & Statistical Methods; Predictive Analytics; Technology & Applications; FinTech & InsurTech
  • 2022-retirement-industry-conference
    Retirement Industry Conference 20851 1016 1/4/2022 12:00:00 AM ...

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    • Date: Jan 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Pensions & Retirement
  • Product Matters! Looks Back
    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • 2022-statutory-financial-reporting
    Back by popular demand, it is that time of year for this well-liked annual webcast. Get ready to hear from three expert speakers, who will be covering the latest considerations for the year's ...

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    • Authors: Lori L Helge, Charles K Chacosky, Stefanie Porta
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance; Reinsurance
  • 2022 Mortality Improvement Survey Report
    2022 Mortality Improvement Survey Report This report summarizes the results of a 2022 survey examining mortality improvement practices of life and annuity companies in the U.S. and Canada. life ...

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    • Authors: Max Rudolph, Ronora Stryker
    • Date: Dec 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance
  • Market Consistent Valuation of Fixed Indexed Annuity
    Market Consistent Valuation of Fixed Indexed Annuity it discusses the framework and modeling of the market consistent valuation of fixed indexed annuity, against the backdrop of the convergence ...

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    • Authors: Jing Fritz
    • Date: Feb 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Annuities; Annuities>Equity-indexed annuities; Annuities>Reserves - Annuities; Annuities>Product development - Annuities; Finance & Investments; Finance & Investments>Economic value
  • 2023-refocus
    ReFocus is an annual global conference for senior-level life insurance and reinsurance executives hosted jointly by ACLI and the Society of Actuaries (SOA). This event features top-notch ...

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    • Authors: Society of Actuaries
    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Demography; Economics; Finance & Investments; Global Perspectives; Life Insurance; Reinsurance; Technology & Applications
  • Overview of Nonguaranteed Elements (NGEs)
    Overview of Nonguaranteed Elements (NGEs) Non-guaranteed elements are parameters of life insurance and annuity polices that are not fixed when the policy is issued but may be changed from time to ...

    View Description

    • Authors: Karen Rudolph, David N Cook, Zohair Motiwalla
    • Date: Nov 2022
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Life Insurance