Description: This is a supplemental Excel Workbook to the Select Period Mortality Survey report. The workbook contains additional analysis of the responses submitted for the select period mortality assumption survey. This project was sponsored by the SOA’s Product Development Section and the Committee on Life Insurance Research.

Description: Template examples for PBA Implementation Guide, which offers executives an underlying rationale for steps to support formation of an overall PBA strategy,

Description: Template examples for PBA Implementation Guide, which offers executives an underlying rationale for steps to support formation of an overall PBA strategy,

Description: Template examples for PBA Implementation Guide, which offers executives an underlying rationale for steps to support formation of an overall PBA strategy,

Description: Based on work performed by Bob Howard, a former member of RPEC, the SOA developed a spreadsheet-based program that allows users to create a customized mortality improvement scale using the RPEC_2014 model. The RPEC_O2_v2018 model found here utilizes the same projection methodology underpinning the RPEC_2014 model except that the historical rates have been developed using “order-2” Whittaker-Henderson graduation rather than “order-3”. Similar to the RPEC_2014_v2018 model, this tool reflects historical U.S. mortality experience through 2016 and can be used to model different assumption sets.

Description: This annual update to the RPEC_2014 model and corresponding mortality improvement scales reflects historical U.S. population mortality experience through 2016.