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

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  • The Basics of the Tax Treatment of Long-Term Care Insurance

    The Basics of the Tax Treatment of Long-Term Care Insurance The article provides an overview of the federal tax treatment of long-term care insurance contracts, including a brief history of the ...

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    • Authors: Craig R Springfield, Alison R Peak, Prasanthi Goda
    • Date: Apr 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care insurance; Public Policy; Public Policy
  • Financial Reporting Research Update

    Financial Reporting Research Update This article provides an update, as of October 2023, on Financial Reporting Section research projects in process and those recently completed. By Isabelle Jung ...

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    • Authors: Ronora Stryker
    • Date: Jan 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting
  • An Adaptor Strategy for Enterprise Risk Management Part II, Investing In Resilience: Nurturing Human and Financial Resources

    An Adaptor Strategy for Enterprise Risk Management Part II, Investing In Resilience: Nurturing Human and Financial Resources This is the second of a two-part article introducing and elaborating an ...

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    • Authors: David Ingram, Michael Thompson
    • Date: Jun 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Economics; Enterprise Risk Management; Modeling & Statistical Methods
  • Accounting for Ceded Reinsurance Under LDTI—Constraints

    Accounting for Ceded Reinsurance Under LDTI—Constraints As a follow-up to a previous five-part series on accounting for ceded reinsurance under LDTI, this article focuses on one issue that has, ...

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    • Authors: Steven Malerich
    • Date: Jul 2022
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Reinsurance>Reserving - Reinsurance
  • Stratégie de gestion du risque d’entreprise faisant intervenir la notion d’adaptateur

    Stratégie de gestion du risque d’entreprise faisant intervenir la notion d’adaptateur This is the first of a two-part article introducing and elaborating an “Adaptor” strategy for ERM. Such ...

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    • Authors: David Ingram, Michael Thompson
    • Date: Apr 2022
    • Competency: Strategic Insight and Integration
    • Publication Name: Risk Management
    • Topics: Economics; Enterprise Risk Management; Modeling & Statistical Methods
  • Coinsurance for Long-term Care: Another Viable Benefit Reduction Option for Rate Increases?

    Coinsurance for Long-term Care: Another Viable Benefit Reduction Option for Rate Increases? Description * Coinsurance has not been widely offered as a benefit reduction option to offset long-term ...

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    • Authors: Courtney Williamson
    • Date: May 2022
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care; Long-term Care>Long-term care insurance; Long-term Care>Long-term care innovation; Long-term Care>Long-term care pricing; Long-term Care>Rates - Long-term Care
  • Findings and Calls to Action from the SOA Emerging Technology Study

    Findings and Calls to Action from the SOA Emerging Technology Study In 2021, Deloitte and the SOA conducted a research study on emerging technologies in which the current use and future outlook ...

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    • Authors: Arthur da Silva, Yvonne Zhang
    • Date: May 2022
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Actuary of the Future
    • Topics: Actuarial Profession
  • Deep Learning for Liability-Driven Investment

    Deep Learning for Liability-Driven Investment This article summarizes key points from the recently published research paper “Deep Learning for Liability-Driven Investment,” which applies ...

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    • Authors: Kailan Shang
    • Date: Feb 2022
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Finance & Investments; Predictive Analytics
  • Are Your Indexed UL Earnings Underperforming Pricing Expectations?

    Are Your Indexed UL Earnings Underperforming Pricing Expectations? The article discusses the continued popularity of indexed UL insurance and possible reasons why a company's actual indexed ...

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    • Authors: Nik Godon
    • Date: Jan 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Financial Reporting & Accounting; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Universal life
  • Fixed Indexed Annuity Fair Value Quantification and Valuation

    Fixed Indexed Annuity Fair Value Quantification and Valuation In this article, a numerical comparison of two commonly used FIA valuation methodologies is conducted to help insurers decide on the ...

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    • Authors: Tao Wang ASA,MAAA , Peter M Phillips
    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risk Management
    • Topics: Annuities>Equity-indexed annuities; Annuities>Fixed annuities; Financial Reporting & Accounting; Financial Reporting & Accounting>Fair value accounting