Announcement: SOA releases May 2025 SRM Exam passing candidate numbers. 

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  • 2024-equity-based-ins-guarantee-series

    Equity-Based Insurance Guarantee Webcast Series 25819 1019 3/26/2024 12:00:00 AM ...

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    • Date: Mar 2024
    • Competency: Results-Oriented Solutions; Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Enterprise Risk Management; Finance & Investments; Financial Reporting & Accounting; Life Insurance; Reinsurance
  • 2024-valact-session-9h

    Indexed universal life (IUL) continues to be the most popular universal life (UL) product with sales reaching $1B in Q4 2023, according to LIMRA. There is little long term experience for IUL and ...

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    • Date: Mar 2025
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Financial Reporting & Accounting; Life Insurance
  • IFRS 17 Corner

    IFRS 17 Corner Update on IFRS 17 including news, how IFRS 17 is impacting companies financials, comparisons to LDTI, and KPIs. IFRS 17, KPI, Discount rates By Bruce Rosner The Financial Reporter, ...

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    • Authors: Bruce Rosner
    • Date: Apr 2023
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]; Life Insurance
  • session-2c

    The session will use a case study to discuss some of the nuances and general considerations for an MRB, FAS 133 and VOBA balances for a business combination for an fixed index annuity (FIA) ...

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    • Date: Mar 2025
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Financial Reporting & Accounting; Life Insurance
  • naic-economic-scenario-part-three

    Presenters will discuss difficulties within the new NAIC ESG, such as how the model deals with interest rate flooring and its treatment of the linkage between equity and treasury bond returns.

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    • Date: Jul 2024
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Economics; Finance & Investments; Life Insurance; Public Policy
  • 2022-moonshots-tech

    Is your development team or IT staff growing tired of last-minute requests to include additional functionality? Have you strained to explain challenging actuarial topics to non-actuarial staff ...

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    • Authors: Andrew D Rallis, Van Beach
    • Date: Sep 2022
    • Competency: Communication; Leadership; Relationship Management; Technical Skills & Analytical Problem Solving
    • Topics: Health & Disability; Life Insurance; Technology & Applications; FinTech & InsurTech
  • 2022-max-health-span

    Planning for retirement is at the top of many minds. How do I save? When is the right time? What are my plans? But what are the impacts of your health on retirement? Learn more about the effects ...

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    • Authors: Howard Bolnick, Daniel Kotzen, Kevin Xiao
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Topics: Demography; Health & Disability; Life Insurance; Pensions & Retirement
  • Product Matters! Looks Back

    Product Matters! Looks Back A look back over 20 years to see how product topics of the day have changed and remained the same. “Pitfalls in Indexed Equity Products” By Product Matters! Editorial ...

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    • Date: Feb 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Annuities; Annuities>Equity-indexed annuities; Life Insurance; Life Insurance>Investment strategy - Life Insurance
  • Confusing the Matrix: Part Deux

    Confusing the Matrix: Part Deux This article details different methods for calculating mortality impact associated with new underwriting programs. A common simplified calculation is compared and ...

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    • Authors: Ryan Holt
    • Date: Nov 2023
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Product Matters!
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Accelerated underwriting
  • stat-methods-imputing-race-ethnicity-us

    This webcast will walk through several statistical methods for imputing race and ethnicity from U.S. datasets, highlighting their strengths and weaknesses, talking about how to use them and ...

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    • Date: May 2024
    • Competency: Technical Skills & Analytical Problem Solving
    • Topics: Annuities; Experience Studies & Data; Financial Reporting & Accounting; General Insurance (Property & Casualty); Health & Disability; Life Insurance; Long-term Care; Predictive Analytics; Public Policy; Reinsurance