Announcement: SOA releases May 2025 SRM Exam passing candidate numbers. 

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  • The Syllabus as an Instructional Aid for Complex Problem-Solving

    The Syllabus as an Instructional Aid for Complex Problem-Solving This article studies the syllabus as a dynamic, interactive teaching tool that informs and is informed by both solutions of ...

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    • Authors: Russell Hendel
    • Date: Aug 2023
    • Competency: Communication; Leadership; Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Expanding Horizons
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Competencies
  • Holistic Cashflow Matching Group Strategic Asset Allocation Framework for Multi-Line Insurers

    Holistic Cashflow Matching Group Strategic Asset Allocation Framework for Multi-Line Insurers Our previous article, “Introduction of Cashflow Matching Strategic Asset Allocation (SAA) Framework,” ...

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    • Authors: Gautam Devarashetty, Ruian Chen, Joy Chen, Seong Weon Park
    • Date: Sep 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Financial management; Enterprise Risk Management>Risk measurement - ERM; Finance & Investments>Asset allocation; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments
  • Confusing the Matrix: The Last Part

    Confusing the Matrix: The Last Part Understanding the volatility associated with audit samples, as well as breaking out the different contributors to estimated mortality impact are vital tools in ...

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    • Authors: Ryan Holt, Ryan Scott Shubert
    • Date: Nov 2024
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Accelerated underwriting
  • The Cutting Edge: AI's Expanding Role in Life Insurance

    The Cutting Edge: AI's Expanding Role in Life Insurance A look at current AI usage and future use cases. By Brian Barnes NewsDirect, August 2024 In an era marked by technological innovation, ...

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    • Authors: Brian Barnes
    • Date: Aug 2024
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Technology & Applications>Artificial intelligence & machine learning
  • LDTI Disclosures—Average Duration and Interest

    LDTI Disclosures—Average Duration and Interest This article highlights the fact that new requirements for disclosure of average liability duration and interest rates could lead to diversity in ...

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    • Authors: Steven Malerich, Charles K Chacosky
    • Date: Mar 2022
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Accelerated Death Benefit Rider Financing Approaches

    Accelerated Death Benefit Rider Financing Approaches This article outlines industry practice and consideration for pricing acceleration-only riders to life insurance policies. .content-wrap { ...

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    • Authors: Robert Eaton
    • Date: May 2022
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Long-term Care
  • Highlights of 2023 Living to 100 Symposium

    Highlights of 2023 Living to 100 Symposium The article provides a summary of key issues presented at the 2023 U.S. Living to 100 Symposium focused on the interests of retirement professionals and ...

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    • Date: Jul 2023
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Retirement Section News
    • Topics: Demography; Demography>Longevity; Demography>Population data; Long-term Care; Long-term Care>Chronic health management - Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care facilities & home care; Demography>Mortality improvement
  • S&P Global’s Revised Capital Model Change Proposal and its Implication to U.S. Life Insurance Companies

    S&P Global’s Revised Capital Model Change Proposal and its Implication to U.S. Life Insurance Companies S&P reissued a second Request for Comment (RFC) in May 2023 that proposed changes to ...

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    • Authors: Yiru (Eve) Sun, Brian Spadaccino
    • Date: Nov 2023
    • Competency: Communication; Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Life Insurance; Life Insurance>Reserves - Life Insurance; Life Insurance>Investment strategy - Life Insurance; Life Insurance>Capital - Life Insurance
  • Long-term Care and Caregiving: The Perspective of the Individual

    Long-term Care and Caregiving: The Perspective of the Individual The SOA Research Institute has executed research for over twenty years on some repeating themes and topics. The reports build on ...

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    • Authors: Anna M Rappaport
    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: Retirement Section News
    • Topics: Demography; Long-term Care
  • Chairperson’s Corner

    Chairperson’s Corner Read this Chairperson's Corner for the March 2024 issue of International News to learn more about planned meetings and upcoming events. By Yuan Yuan International News, ...

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    • Authors: Yuan Yuan
    • Date: Feb 2024
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Publication Name: International News
    • Topics: Actuarial Profession; Actuarial Profession>Professional development; Global Perspectives