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  • Evaluating the Implementation and Industry Impact of Principle-Based Reserves - Request for Proposals

    Evaluating the Implementation and Industry Impact of Principle-Based Reserves - Request for Proposals Seeking proposals to study PBR implementation and its regulatory, operational, and financial ...

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    • Date: Jul 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Life Insurance
  • 2015-2024 Deferred Annuity Mortality Study Data Request

    2015-2024 Deferred Annuity Mortality Study Data Request SOA and LIMRA request mortality data for deferred annuities issued 2015–2024 to support an updated industry experience study. SOA Research ...

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    • Date: Jul 2025
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Pensions & Retirement
  • The Impact of Family Structure on Aspects of Retirement - Essay Collection

    The document is a call for essays on the Impact of Family Structure on Aspects of Retirement, issued by the Society of Actuaries to explore how diverse family structures influence retirement ...

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    • Date: Jun 2025
    • Competency: Communication; External Forces & Industry Knowledge; Relationship Management; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Pensions & Retirement; Social Insurance
  • 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 vary by gender and attained age to be used in conjunction with the 2008 Valuation ...

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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
  • Recent Developments in the Health Care Market

    Summary of a presentation made by the author to the Government Finance Officer’s Association (GFOA) in New York on December 2018. This included an overview of the health insurance market ...
    • Authors: Michael Frank
    • Date: Feb 2019
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Publication Name: Innovators & Entrepreneurs
    • Topics: General Insurance (Property & Casualty)>Claims - General Insurance; Health & Disability>Health information technology; Health & Disability>Health insurance; Health & Disability>Public financing - Health & Disability; Life Insurance>Claims - Life Insurance; Long-term Care>Public financing - Long-term Care; Health & Disability>Affordable Care Act (ACA)
  • actuarial-professionalism-technologies

    How do Professionalism and the Actuarial Standards of Practice apply as the way we work and tools we use continue to change? Business is conducted via social media and messaging and Generative AI ...

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    • Authors: Ka Hei Choi, Scott Chow, Yi Yi Huang
    • Date: Aug 2024
    • Competency: Communication; External Forces & Industry Knowledge; Professional Values; Technical Skills & Analytical Problem Solving
    • Topics: Actuarial Profession; Experience Studies & Data; Technology & Applications
  • ACLI Update Column

    ACLI Update Column After nearly a decade of work by ACLI and representatives of its member companies, the Society of Actuaries SOA, the American Academy of Actuaries Academy, and the NAIC’s Life ...

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    • Authors: Bill Elwell
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Taxing Times
    • Topics: Annuities>Reserves - Annuities; Annuities>Variable annuities; Financial Reporting & Accounting>Statutory accounting; Financial Reporting & Accounting>Tax accounting
  • An Analyst’s Retrospective on Investment Risk Management

    An Analyst’s Retrospective on Investment Risk Management This article provides a retrospective on investment risk management while highlighting actuarial tools used by portfolio risk managers.

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    • Authors: James Ramenda
    • Date: Aug 2008
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Risks & Rewards
    • Topics: Economics>Financial markets; Finance & Investments>Portfolio management - Finance & Investments
  • Profile of a Term Leader

    Profile of a Term Leader This article discusses the characteristics of companies dedicated to being leaders in the Term market and the role that reinsurers play. Life reinsurance;Marketing and ...

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    • Authors: John Tak
    • Date: Jun 1998
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance; Life Insurance>Term life
  • Product Pricing in the Year 2010

    Product Pricing in the Year 2010 This article highlights the interaction between pricing and corporate. There is a move toward principle-based reserving standards in the United States.

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    • Authors: Michael Taht
    • Date: Mar 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Pricing - Life Insurance