Description: Template examples for PBA Implementation Guide, which offers executives an underlying rationale for steps to support formation of an overall PBA strategy,

Description: This is a report on Phase 2 of a research project on the role of automated systems in life insurance underwriting. This paper discusses: 1. How and why companies are using automation to make underwriting decisions. 2. Its impact upon operational efficiency, sales, and retention. 3. The quality of risk selection produced by automated systems. 4. Cultural acceptance of increased automation in underwriting. 5. Challenges insurers must overcome to implement and maintain automated underwriting.

Description: This report summarizes the results of a Delphi study to identify and debate possible new approaches or Blue Ocean Strategies to acquiring business by life insurers.

Description: This document provides answers to the exercises in the report titled Complexity Science – an introduction and invitation for actuaries:.

Description: The Financial Reporting and the Product Development Sections as well as the Committee on Life Insurance Research, are pleased to make the following report available. Authored by a MIB Solutions team of Tom Rhodes, Stuart Klugman, Marianne Purushotham and Stacy Gill, the report summarizes the results of a study on the application and adoption of credibility theory within the life insurance and annuity industry. In addition to the report, numerical examples related to the application of credibility to company mortality and lapse data are provided in the four Excel files.

Description: This report highlights findings from the 2011 Retirement Risks Survey related to longevity, with additional sources for commentary.

Description: Spreadsheet with documentation for exhibits to the May 2007 report: The Potential Impact of Pandemic Influenza on the U.S. Life insurance Industry

Description: This report presents the results of a 2005 telephone study among Americans ages 45 to 80. The purpose of the study was to evaluate Americans' awareness of potential financial risks, how this awareness impacts the management of their finances with respect to retirement and how Americans are managing the process of leaving the workforce.

Description: This paper reports on the findings of a working group established in 1999 by the SOA's Finance Practice Area to look at how the insurance industry measures and monitors risk through risk position reporting. Also the working group established industry standard practices in risk position reporting and reported on a number of areas for possible improvement in such reporting.

Description: In this era of rising health care costs, numerous efforts have been made to link quality and cost through multiple approaches. This is a report of a study, conducted by MPRO under contract with the SOA, in which they evaluate whether quality pays or not in an inpatient setting by carefully selecting a few hospitals in Southeast Michigan and retrospectively calculating their return on investment [ROI] in quality improvement [QI] activities within their organization.