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Understanding Health in the Big Picture
Understanding Health in the Big Picture Social determinants of health (SDoH) have been a topic of growing interest in recent years, yet consensus about what the phrase represents and how ...- Authors: Jill Van Den Bos, Stoddard Davenport
- Date: Aug 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: Health Watch
- Topics: Health & Disability>Health care; Health & Disability>Health care quality; Health & Disability>Health risks
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SOA Accelerated Underwriting Practices Survey
SOA Accelerated Underwriting Practices Survey Milliman was engaged by the SOA to conduct two Accelerated Underwriting (AU) surveys, one of direct companies and another of reinsurers. The surveys ...- Authors: Allen Klein
- Date: May 2024
- Competency: External Forces & Industry Knowledge; Professional Values; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Publication Name: Product Matters!
- Topics: Experience Studies & Data>Mortality; Experience Studies & Data>Policyholder or participant behavior - Experience ; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; Life Insurance>Accelerated underwriting
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Recent Developments in Qualified Annuitization
Recent Developments in Qualified Annuitization SECURE 2.0 included provisions that improve the ability of insurers to serve those who own qualified annuities. Several previously disallowed ...- Authors: John Blocher
- Date: Jul 2024
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Product Matters!
- Topics: Annuities>Payout annuities; Annuities>Product development - Annuities; Public Policy
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Financial Reporting Research Update
A description and status update on all recent research reports sponsored by the Financial Reporting Section.- Authors: Ronora Stryker, Eric Chen
- Date: Nov 2021
- Competency: External Forces & Industry Knowledge
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting
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Changes at SSA—Part 2
Changes at SSA—Part 2 News about appointment of new commissioner of Social Security and movement on confirmation of public trustees. By Bruce D. Schobel In the Public Interest, May 2024 A ...- Authors: Bruce Schobel
- Date: May 2024
- Competency: External Forces & Industry Knowledge
- Publication Name: In The Public Interest
- Topics: Social Insurance>Social Security
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SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg
SOA 2021 Retirement Risk Survey: An Interview With Barbara Hogg The article is an interview with Barbara Hogg who summarizes the results of a survey of Americans about their awareness of ...- Authors: Patrick Ring
- Date: Jun 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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Interest Rate Interpolation—A Brief Excursion
Interest Rate Interpolation—A Brief Excursion Discount rate curve construction has been a topic of renewed interest following recent changes in financial reporting standards. Interpolation is a ...- Authors: Bruce Rosner, Maya Perelman
- Date: Feb 2022
- Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
- Publication Name: The Financial Reporter
- Topics: Finance & Investments; Modeling & Statistical Methods
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The Rise of Registered Index Linked Annuity (RILA) products
The Rise of Registered Index Linked Annuity (RILA) products Article discusses the mechanics of index-linked annuities and the growth of RILAs .small-text { font-size: 12px; } By Nicholas Carbo, ...- Authors: Nicholas Carbo, David J Elliott , Ginaesan Sinnu
- Date: Aug 2022
- Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
- Publication Name: Product Matters!
- Topics: Annuities>Equity-indexed annuities
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CRITs: An Alternative Retirement Income Approach
CRITs: An Alternative Retirement Income Approach Defined benefit plans have been disappearing from the private sector retirement program landscape. 401k Plans that have taken their place are not ...- Authors: Mark Shemtob
- Date: Sep 2021
- Competency: External Forces & Industry Knowledge; Results-Oriented Solutions
- Publication Name: Retirement Section News
- Topics: Pensions & Retirement>Defined contribution and 401k plans; Pensions & Retirement>Pension legislation and regulation; Pensions & Retirement>Private sector plans; Pensions & Retirement>Post retirement risks; Pensions & Retirement>Retirement Investment Income Tontines (RITs)
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Chairperson’s Corner
Chairperson’s Corner Chairperson's introduction to the Joint Risk Management Section (JRMS) February 2022 Risk Management newsletter. Includes a brief description of the JRMS section, summarizes ...- Authors: Sandee S Schuster
- Date: Feb 2022
- Competency: External Forces & Industry Knowledge; Leadership; Relationship Management
- Publication Name: Risk Management
- Topics: Enterprise Risk Management