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  • Mortality and Race and Ethnicity in the United States

    Mortality and Race and Ethnicity in the United States This report is a comprehensive survey of existing literature on mortality and race and ethnicity in the United States, examining disparities ...

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    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Demography; Health & Disability; Public Policy
  • Redesigning the Life Insurance Underwriting Journey with Behavioral Science

    Redesigning the Life Insurance Underwriting Journey with Behavioral Science The report discusses using behavioral science in redesigning life insurance underwriting questionnaires to improve ...

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    • Date: May 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance
  • Actuarial Innovations and Regulatory Approval

    Actuarial Innovations and Regulatory Approval This document discusses the process of obtaining regulatory approval for actuarial innovations in the United States. It includes information on the ...

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    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Finance & Investments
  • Tipping Points in Climate-Related Insurance Modeling

    Tipping Points in Climate-Related Insurance Modeling This report provides a methodology for identifying climate regime shifts in different scenarios to prepare insurers for the impacts of climate ...

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    • Date: Aug 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Environment; Environment>Climate trends; Modeling & Statistical Methods
  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2024

    Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2024 The Mortality Improvement Life Working Group released a recommendation for a set of improvement factors that ...

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    • Date: Sep 2024
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Modeling & Statistical Methods; Public Policy
  • SOA Research Institute 19th Annual Emerging Risk Survey

    SOA Research Institute 19th Annual Emerging Risk Survey Seeking researchers to analyze long-term risk trends via survey data and develop engaging report formats for broad audiences. Background ...

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    • Date: Sep 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management
  • Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018

    Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018 Recommendation for a set of improvement factors to be used in conjunction with the 2008 ...

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    • Authors: Society of Actuaries
    • Date: Oct 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting; Life Insurance
  • 2017 Credit Life Mortality Study

    2017 Credit Life Mortality Study This study covers a five-calendar year period, years 2011-2015. Death claims incurred during this five-year period and paid by the data collection date were ...

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    • Authors: Society of Actuaries
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data>Mortality
  • 2003 Individual Life and Annuity Expense Study - Summary Report

    2003 Individual Life and Annuity Expense Study - Summary Report This report documents the results of the Committee’s third expense study – the 2003 SOA Individual Life and Annuity Expense Study.

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    • Authors: Committee on Life Insurance Company Expenses
    • Date: Jan 2003
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Life Insurance>Expenses - Life Insurance
  • Deferred Annuity Persistency

    Deferred Annuity Persistency This study examines the persistency of deferred annuities on a contract anniversary basis. The study was designed to analyze the surrender activity of deferred ...

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    • Authors: Matt Drinkwater
    • Date: Sep 2006
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities
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