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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  • Quantification of the Natural Hedge Characteristics of Combination Life or Annuity Products Linked to Long-Term Care Insurance

    Quantification of the Natural Hedge Characteristics of Combination Life or Annuity Products Linked to Long-Term Care Insurance This is a research report that highlights the characteristics of ...

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    • Authors: Carl Friedrich, Dawn E Helwig, Lo Linda Chow
    • Date: Mar 2012
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Individual annuities; Life Insurance; Long-term Care>Long-term care insurance

  • Mortality Improvement Rates for AG-38 for Year-End 2018

    Mortality Improvement Rates for AG-38 for Year-End 2018 Recommendation for a set of improvement factors to be used in conjunction with the 2008 Valuation Basic table or the 2015 Valuation Basic ...

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    • Authors: Marianne C Purushotham
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025

    This report details the 2025 HMI and FMI scale recommendations for individual life insurance mortality valuation under AG38 and VM20 using insured population data.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Modeling & Statistical Methods; Public Policy

  • 2005-2017 Structured Settlement Mortality Experience Report & Pivot Tables

    2005-2017 Structured Settlement Mortality Experience Report & Pivot Tables This report describes the results of the latest intercompany study of mortality experience under Structured ...

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    • Authors: Society of Actuaries
    • Date: Jan 2020
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
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