Description: This document is from the March 2025 edition of the SOA Research Institute AI Bulletin, focusing on artificial intelligence initiatives within the actuarial community. It includes articles on strategic principles, professional development products, NAIC updates, and tips for prompting the language model.

Description: This is a collection of essays from the Society of Actuaries Research Institute, focusing on the potential impact of AI on human longevity and its consequences for modeling future survival/mortality. It includes various essays discussing AI's role in mortality modeling, life expectancy, and implications for actuarial methods.

Description: This summary explains the techniques used and the results from the application of futurism techniques utilized to explore mortality improvement. From the 2008 SOA Spring Meeting, Quebec City.

Description: This was a presentation of ACO efforts around the U.S. with great website links to resources, geared to actuarial consultants for employers. From May 2012.

Description: Commentary on the patent process for intellectual property, insurance, and business methods.

Description: The author offers tips for being an expert witness.

Description: The author offers commentary on how to appropriately price your services so as to not undervalue your organization's worth.

Description: Summary of long-term care insurance options available for designing the right policy for your clients.

Description: This is a paper on the opportunity for finding new new defined benefit plans that have emerged and then providing services on a cost-efective basis for those businesses.

Description: This is an Excel workbook containing links to papers, articles and newsletters which are useful to the study of the principles of finance and their application to pension plans. Topics include accounting, assumptions/methods, actuarial standards, behavioral economics, design, financial economics, full funding, immunization, investments, minimum funding, market value, pension finance, PBGC, risk, and traditional defined benefit view. For each document listed in the workbook, its abstract or a short synopsis is also included to help the user choose appropriate readings.