Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Chairperson's Corner

    Chairperson's Corner Current Chairperson, Vincent Bodnar, provides a section update and outlines the need for innovative solutions to current LTCI concerns. Long-term care=LTC;Long-term ...

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    • Authors: Vincent Bodnar
    • Date: May 2016
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care
  • An Efficient Statistical Estimator for Validating Life Expectancy Reports in the Life Settlements Market

    An Efficient Statistical Estimator for Validating Life Expectancy Reports in the Life Settlements Market Investors in the Life Settlements Market have had to rely on simple actual to expected ...

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    • Date: Jun 2015
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Underwriting - Life Insurance
  • A Day in the Life of Adorable

    A Day in the Life of Adorable SOA Product Development Section Contest Winning Article. Contest was to provide a creative article on future technology for the life insurance industry. Artificial ...

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    • Authors: Allen Klein
    • Date: Oct 2018
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Product development - Life Insurance; Technology & Applications>Analytics and informatics
  • The Salesman Who Doesn’t Sell

    The Salesman Who Doesn’t Sell Want to do business with agent Brian Greenberg? Drop that telephone. Don’t bother blocking out an afternoon appointment. No need to Google Map his office.By Corey ...
    • Authors: C Joseph Dahl
    • Date: Sep 2013
    • Competency: Communication>Difficult message delivery; Communication>Oral communication; Communication>Written communication; Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: News Direct
    • Topics: Life Insurance>Marketing and distribution - Life Insurance; Technology & Applications>Analytics and informatics; Technology & Applications>E-commerce
  • Selling Health Insurance Across State Lines

    Selling Health Insurance Across State Lines Discusses various aspects of allowing a health insurance policy approved in one state to be sold in another state without the latter's approval ...

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    • Authors: Lawrence Mitchell
    • Date: Jun 2017
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Health Watch
    • Topics: Health & Disability>Health care
  • ReFocus 2018 – A “Predictable Surprise”

    ReFocus 2018 – A “Predictable Surprise” Summary of the ReFocus 2018 Conference, jointly sponsored by the American Council of Life Insurers and the SOA. 6442482245 5/1/2018 12:00:00 AM ...

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    • Authors: Ronald Klein
    • Date: May 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>General business skills; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Management partnership; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: International News
    • Topics: Actuarial Profession>Professional development; Experience Studies & Data>Mortality
  • Model Governance Checklist

    Model Governance Checklist This article covers the American Academy of Actuaries’ “Model Governance Checklist” that was created in response to PBR regulatory model governance needs. PBR;Model ...

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    • Authors: Michael Failor
    • Date: Apr 2017
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Governance; Technology & Applications>Software
  • Tips for Working with your Female Clients

    Tips for Working with your Female Clients As an actuarial consultant, you’ve probably had a lot of experience working with men. However, are you prepared to meet the needs of your female clients? ...
    • Authors: Kathleen Burns Kingsbury
    • Date: Nov 2013
    • Competency: Relationship Management>Relationships and trust; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Independent Consultant
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Management skills; Actuarial Profession>Professional development
  • A Worldwide Survey of Life Assurance PremiumRelief LAPR

    A Worldwide Survey of Life Assurance PremiumRelief LAPR An interesting article demonstrating how life insurance premiums are treated differently around the world. Global markets;Life insurance; ...

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    • Authors: Ronald Poon-Affat
    • Date: Jun 2001
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving
    • Publication Name: International News
  • The U.S. Health Care Revolution: Give Me an Incentivized Provider Payment System or Give Me Death!

    The U.S. Health Care Revolution: Give Me an Incentivized Provider Payment System or Give Me Death! A proposal to reform the health care provider payment system through: a national fee schedule, ...

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    • Authors: John Dante
    • Date: Sep 2010
    • Competency: Leadership>Thought leadership; Professional Values>Public interest representation; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Influence decisions
    • Publication Name: Health Watch
    • Topics: Economics>Health economics; Health & Disability>Health care quality; Health & Disability>Payment models; Public Policy; Public Policy