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Perceptions of Insurance and Retirement Products Across Diverse U.S. Populations
Perceptions of Insurance and Retirement Products Across Diverse U.S. Populations This document is an appendix titled "Respondent Demographic Overview and Survey Questions" to a research ...- Date: Aug 2024
- Competency: External Forces & Industry Knowledge
- Topics: Demography
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Growing Life and Health Insurance Industry Risks from Catastrophic Events
Growing Life and Health Insurance Industry Risks from Catastrophic Events Document discusses growing risks in the life and health insurance industry from catastrophic events like pandemics and ...- Date: Aug 2024
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession
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Modeling the Impact of Inflation on Retirement Savings Portfolios
Modeling the Impact of Inflation on Retirement Savings Portfolios The primary purpose of this paper is to demonstrate, through a basic stochastic projection model, how inflation might impact ...- Date: Jun 2024
- Competency: External Forces & Industry Knowledge
- Topics: Economics; Modeling & Statistical Methods; Pensions & Retirement
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2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study
2021-2022 Fixed Indexed Annuity Policyholder Behavior Experience Study This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute ...- Date: Nov 2024
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Annuities; Experience Studies & Data
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Resources for ALM Practitioners: What Questions Should You Ask?
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 ...- 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
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Mental Health Underwriting
Mental Health Underwriting This report investigates how mental health diagnoses and social determinants influence life insurance underwriting and mortality risk. May 2025 Authors Cassandra R.- Authors: Cassandra R. Henson, Randyl A. Cochran
- Date: May 2025
- Competency: External Forces & Industry Knowledge
- Topics: Actuarial Profession; Health & Disability; Social Insurance
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The Insurance Market in the Era of Digital Transitions: Relationships Between Insurers, Big Tech, and Insurtechs
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 ...- Date: Jan 2025
- Competency: External Forces & Industry Knowledge
- Topics: General Insurance (Property & Casualty)
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2013 Risks and Process of Retirement Survey
2013 Risks and Process of Retirement Survey A biennial survey analyzing financial risk awareness and retirement transition experiences of Americans aged 45–80. December 2013 Author Mathew Greenwald ...- 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