Description: The Society of Actuaries (SOA) sought to investigate methodologies and characteristics associated with actuarial innovation, aiming to expand the industry’s capabilities for creativity. The SOA engaged Milliman to conduct in-depth interviews and focus groups with select actuaries who have demonstrated innovative skills, in order to derive key behaviors and characteristics that encourage innovation.

Description: This report provides insights into statistical methods for imputing race and ethnicity in the context of insurance industry disparities. It discusses various imputation techniques, performance metrics, and the evolution of methods over time. The aim is to address the lack of consistent data collection on race and ethnicity in insurance datasets.

Description: The document is a literature review on maternal mortality in the United States, focusing on trends, disparities, measurement issues, data quality, and monitoring systems. It also discusses how different indicators and definitions impact the understanding of maternal mortality in the country.

Description: The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through June 2023, as compared to prior period baseline mortality results. This new report is an update to the survey report released in May 2023, which contained data through December 2022.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release three essays addressing the actuarial impact of mental health issues in retirement.

Description: The is a comprehensive report on the development of an Underwriting Margin Model for Medicaid Managed Care programs, published by the Society of Actuaries. It includes disclosures, methodology, results, sensitivity analyses, and technical instructions for actuaries setting rates for Medicaid managed care programs.

Description: LIMRA and the SOA Research Institute have completed the most up-to-date study of term/whole life lapse/surrender. Twenty-eight companies contributed data to this Study, covering the seven-year period from policy anniversary in 2015 to policy anniversary in 2022.

Description: This is a research paper titled "Searching for Simplicity: Using Behavioral Science to make Life Insurance Product Information Simple and Effective" published by the Society of Actuaries Research Institute in August 2024. It explores improving customer comprehension of life insurance products using behavioral science.

Description: This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, risks, and recommendations.

Description: This report captures expert insights from a March 2025 roundtable on how generative AI is shaping actuarial work and insurance industry practices.