Description: This report is presented in the form of a Tableau dashboard and is the sixth public release from this report series and contains the results of an excess mortality analysis for the fourth quarter of 2021. Data from 30 companies representing approximately 69% of the industry’s face amount inforce were included in the analyses in this report. A total of 3.2 million death claims from individual life policies from 2015 through December 31, 2021 make up the basis of the analyses. The report also compares the experience under COVID-19 of the insured population versus the general population.

Description: LIMRA, Reinsurance Group of America (RGA), the Society of Actuaries (SOA) Research Institute, and TAI have collaborated on an ongoing effort to analyze the impact of COVID-19 on the individual life insurance industry’s mortality experience and share the emerging results with the insurance industry and the public. This report documents a high-level analysis of the claims that have been reported.

Description: On January 12, 2023, the Arizona Blockchain Applied Research Center (AZ BARC) and the SOA Research Institute jointly ran a workshop on the use of blockchain technology in insurance and financial industries. The workshop included presentations focused on academic research in the blockchain space by Arizona State University, AZ BARC and an industry expert panel assembled by the SOA Research Institute. This document summarizes the research highlights and the discussions that occurred during the two-hour workshop.

Description: In the fourth quarter of 2022, publicly traded life insurers reported on their financial and operational activities, which included a downturn in income from alternative investments, the continuing impact of COVID, the impact of equity market returns on variable annuity products, and growth trends related to pension risk transfer transactions.

Description: This essay collection examines how changing family dynamics shape retirement security, offering insights on demographic trends, policy design, and actuarial strategy—because retirement is the ultimate family affair.

Description: Seeking researchers to analyze long-term risk trends via survey data and develop engaging report formats for broad audiences.

Description: Seeking researchers to analyze long-term risk trends via survey data and develop engaging report formats for broad audiences.

Description: The SOA Research Institute Aging and Retirement Strategic Research Program and Retirement Section are pleased to make available a research report that examines megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans, as well as the macro forces that will shape those trends.

Description: The SOA Research Institute along with the International Section, and the Social Insurance and Public Finance Section are pleased to make available a research report that compares international and domestic mandated paid family and medical leave programs. Special thanks to both Sections for their sponsorship of this effort.

Description: This report presents research into recent population mortality experience compiled by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries Research Institute as it pertains to development of mortality improvement assumptions for measuring obligations of retirement programs in the United States.