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  • Board Member Candidate Questionnaire

    Board Member Candidate Questionnaire Questionnaire section Mary Beth Ramsay, FSA, MAAA   PERSONAL EXPERIENCE: Share a personal experience, trait, or characteristic that will help the membership ...

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    • Date: Jul 2025

  • The Insurance Market in the Era of Digital Transitions: Relationships Between Insurers, Big Tech, and Insurtechs

    The digital revolution has transformed the insurance sector, introducing new technologies and innovative players. Traditional insurers face challenges from Big Tech and insurtech startups, ...

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    • Date: Jan 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: General Insurance (Property & Casualty)

  • Resources for ALM Practitioners: What Questions Should You Ask?

    This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM practices, and guidance for applying ALM questions to real-world ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting

  • 2013 Risks and Process of Retirement Survey

    A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80.

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    • Date: Aug 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Pensions & Retirement; Public Policy

  • Individual Life Insurance Mortality Improvement Scale – for Use with AG38/VM20 – 2025

    This report details the 2025 HMI and FMI scale recommendations for individual life insurance mortality valuation under AG38 and VM20 using insured population data.

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    • Date: Sep 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Life Insurance; Modeling & Statistical Methods; Public Policy

  • Survey of Financial Perspectives and Retirement Planning for Solo-Agers

    Survey of Financial Perspectives and Retirement Planning for Solo-Agers This report explores the financial planning, support networks, health concerns, and use of technology among older adults ...

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    • Date: Oct 2025
    • Competency: External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Pensions & Retirement

  • The Solo-Agers Decision Guide Resource Series

    The Solo-Agers Decision Guide Resource Series The Solo-Agers Decision Guide Resource Series October 2025 Author Vickie Bajtelsmit, JD, PhD Professor Emeritus, Colorado State University ...

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    • Date: Oct 2025

  • The Impact of Wildfire-Related and Environmental Air Pollution on Morbidity

    The Impact of Wildfire-Related and Environmental Air Pollution on Morbidity The Impact of Wildfire-Related and Environmental Air Pollution on Morbidity October 2025 Authors Rong Yi, PhD Principal ...

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    • Date: Oct 2025

  • CP 311 Strategic Management

    CP 311 Strategic Management The Strategic Management course is a cross-practice course applicable to multiple practice areas. Ready to Register? Register Exam Essentials Fee $1,150 Dates and ...

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    • Date: May 2025

  • 2023-24 Fixed Rate Deferred Surrender Study

    2023-24 Fixed Rate Deferred Surrender Study 2023-24 Fixed Rate Deferred Surrender Study Table of Contents Summary Public Materials Standard Data Package Secure the 2025 Subscription to Experience ...

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    • Date: Nov 2025
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