Announcement: SOA releases October 2025 ALTAM, ASTAM, FAM, and November 2025 INV 201 Exams passing candidate numbers. SOA congratulates the new ASAs and CERAs for December 2025.

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  • Fixed Annuities Complement Investment Planning

    Fixed Annuities Complement Investment Planning Feature article discussing recent innovations within the fixed annuity insurance industry and the changes those innovations may bring. Deferred ...

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    • Date: Feb 2011
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Annuities>Fixed annuities; Long-term Care>Long-term care insurance
  • Living Benefit or Accelerated Death Benefit Rider Options

    Living Benefit or Accelerated Death Benefit Rider Options The purpose of this article is to discuss a number of benefits and their nuances and to outline some of the differences between each ...
    • Authors: Michelle Krysiak
    • Date: May 2014
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: News Direct
    • Topics: Health & Disability>Critical illness insurance; Long-term Care>Long-term care insurance
  • Group Life & LTC Combinations New Options for Worksite LTC Planning

    Group Life & LTC Combinations New Options for Worksite LTC Planning New options for worksite LTC planning. Long-term care insurance=LCTI 6442478090 8/1/2017 12:00:00 AM ...

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    • Authors: Steve Cain
    • Date: Aug 2017
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • Pricing and Underwriting of New Combination Products—Will We Get It Right?

    Pricing and Underwriting of New Combination Products—Will We Get It Right? Discussion of pricing and underwriting Long Term Care coverage that is combined with annuities or life insurance.

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    • Authors: Carl Friedrich
    • Date: Oct 2008
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Long-term Care>Long-term care insurance
  • Chairperson's Corner

    Chairperson's Corner Current Chairperson, Vincent Bodnar, provides a section update and outlines the need for innovative solutions to current LTCI concerns. Long-term care=LTC;Long-term ...

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    • Authors: Vincent Bodnar
    • Date: May 2016
    • Competency: Leadership>Thought leadership; Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance; Long-term Care>Public financing - Long-term Care
  • Forecasting & Futurism Section to Aid in Upcoming Delphi Study

    Forecasting & Futurism Section to Aid in Upcoming Delphi Study The article describes what a Delphi study entails; describes past Delphi studies conducted by the SOA; and summarizes ...

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    • Authors: Ben Wolzenski
    • Date: Jul 2014
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: In The Public Interest
    • Topics: Long-term Care>Long-term care insurance; Modeling & Statistical Methods>Forecasting
  • Long-Term Care Modeling Part 1: An Overview

    Long-Term Care Modeling Part 1: An Overview This article is the first installment of a three-part series and is focused on providing an overview of LTC modeling approaches and considerations.

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    • Authors: Lo Linda Chow, Kevin Kang, Jillian Cataloni
    • Date: Dec 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Modeling Platform
    • Topics: Long-term Care>Long-term care insurance; Modeling & Statistical Methods>Modeling efficiency
  • A Neurologist's Deep Dive into Insurtech

    A Neurologist's Deep Dive into Insurtech Overview on current trends in medical practice impacting the LTC insurance business with a focus on dementia, risk stratification, and predictive ...

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    • Authors: Anitha Rao
    • Date: Apr 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession>Entrepreneurism; Economics>Health economics; Economics>Macroeconomics; Experience Studies & Data>Long-term care - Experience Studies & Data; Long-term Care>Long-term care insurance; Predictive Analytics; Technology & Applications>Analytics and informatics
  • Challenges of Runoff LTC and Outsourcing to Mitigate Risk

    Challenges of Runoff LTC and Outsourcing to Mitigate Risk Runoff LTC blocks present a wide range of business risks. Outsourcing certain tasks to third parties can help mitigate these risks.

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    • Authors: Jeffrey Anderson, Van Beach
    • Date: Dec 2018
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Long-Term Care News
    • Topics: Long-term Care>Long-term care insurance
  • Rate Increase Approaches Impact LTC Policyholder Behavior

    Rate Increase Approaches Impact LTC Policyholder Behavior Approaches to filing, approving and implementing LTC rate increases impact policyholder behavior regarding retaining/modifying their ...

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    • Authors: Raymond Nelson
    • Date: Dec 2017
    • Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Professional Values>Practice expertise; Results-Oriented Solutions>Actionable recommendations; Results-Oriented Solutions>Assess decision effectiveness; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Long-Term Care News
    • Topics: General Insurance (Property & Casualty)>Policyholder behavior - General Insurance; Long-term Care>Long-term care insurance