Description: SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study.

Description: Examines complex structured assets used by life and annuity insurers, including structures, risks, performance in crises, and implications for capital and asset-liability management.

Description: Sales of index-linked annuities such as FIAs and RILAs have been setting new records while sales of traditional VAs have been declining. This webcast will survey the latest generation of FIA and RILA products, examining the impact of the current market environment and how the landscape is expected to change when the FED starts cutting interest rates.

Description: The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the Taxation Section, participants will be brought up to date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC) and allow ample opportunities for questions and information exchange. This session will provide an intense introduction to the basics of product taxation, with a focus on annuities.

Description: In this session, you will be exposed to new innovations in the insurance industry around the world.

Description: This session will highlight the mortality experience of a large set of private pension plans in the United States for experience years 2010-2014.

Description: The speakers will discuss the replication of long-term options, including a discussion of issues such as liquidity, transaction costs, slippage, impact of policyholder behavior, and machine learning algorithms to improve hedge effectiveness.

Description: This report is a summary based on current actuarial practices around the development and use of policyholder behavior assumptions including the use of dynamic modeling approaches. The research team surveyed and evaluated current practices in the industry; and highlighted current thinking on modeling human behaviors outside the life insurance industry. This project was sponsored by the SOA’s Financial Reporting Section and the Committee on Life Insurance Research.

Description: This web page describes the 2011-2014 Group Annuity Experience Study and provides data request instructions.

Description: This study examines the persistency of deferred annuities on a contract anniversary basis. The study was designed to analyze the surrender activity of deferred annuities by selected product, customer, and distribution characteristics.