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  • 2023-2024 Fixed-Rate Deferred Surrender Data Request

    2023-2024 Fixed-Rate Deferred Surrender Data Request This is a request for surrender experience data for fixed-rate deferred annuities for the years 2023-2024 from the SOA Research Institute and ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
  • session-4d

    Virtual - Session 4D: Actuaries Transforming Healthcare - Improving Childbirth Outcomes and Population Health 29005 ...

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    • Date: Dec 2025
    • Topics: Actuarial Profession; Experience Studies & Data; Public Policy
  • 2024-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
  • The Impact of Diagnosis on Individual DI Recovery and Mortality Rates from 2006 through 2014 – Phase 1

    The Impact of Diagnosis on Individual DI Recovery and Mortality Rates from 2006 through 2014 – Phase 1 This report is a study. It discusses the objectives, scope, methodology, and limitations of ...

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    • Date: Jun 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Experience Studies & Data; Health & Disability
  • 2019 Individual Life Insurance Mortality Experience Report

    2019 Individual Life Insurance Mortality Experience Report This is a detailed report analyzing the 2019 Individual Life Insurance Mortality Experience, focusing on data validation, trends in ...

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    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Experience Studies & Data
  • 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 ...

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    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
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