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

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  • understanding-asian-cap-reg

    Understanding Asian Capital Regimes 27085 1018 12/16/2024 12:00:00 AM ...

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    • Date: Dec 2024
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Modeling & Statistical Methods
  • 2022-ltss-program-design

    This session will discuss: • What is social insurance and advantages of financing LTSS that way • Design decision points for an LTSS program • Existing examples of programs in the US and Abroad • ...

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    • Authors: Eileen Tell
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Actuarial Profession; Experience Studies & Data; Long-term Care; Pensions & Retirement; Social Insurance
  • 2024-refocus-conference

    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 2024
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Annuities; Demography; Economics; Finance & Investments; Global Perspectives; Reinsurance; Technology & Applications
  • 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
  • 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
  • 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
  • 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
  • Health Care Financing: Exploring a Solution

    Health Care Financing: Exploring a Solution Inspired by other financial savings products available to Canadians, this article describes a potential solution for financing future health expenses ...

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    • Authors: Monique Veilleux
    • Date: May 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Economics; Economics>Health economics; Health & Disability; Health & Disability>Payment models
  • 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]