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  • 2019 Individual Life Insurance Mortality Experience Report

    2019 Individual Life Insurance Mortality Experience Report This is a detailed report analyzing the 2019 Individual Life Insurance Mortality Experience, focusing on data validation, trends in ...

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    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Experience Studies & Data

  • 2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study

    2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute ...

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    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data

  • Resources for ALM Practitioners: What Questions Should You Ask?

    Resources for ALM Practitioners: What Questions Should You Ask? This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting

  • 2013 Risks and Process of Retirement Survey

    2013 Risks and Process of Retirement Survey A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80. December 2013 Author Mathew Greenwald ...

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy
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