Description: This report is the fifth in a series of studies conducted jointly by LIMRA and the SOA Long-Term Care Experience Committee. The report presents results for industry long-term care insurance (LTCI) persistency. Persistency is examined based on eighteen participating companies reporting lapse, mortality, and total termination activity for calendar years 2000 through 2016. The report and a supplemental Tableau database with several dashboard views can be accessed in the Materials section.

Description: The Society of Actuaries (SOA) sought to investigate methodologies and characteristics associated with actuarial innovation, aiming to expand the industry’s capabilities for creativity. The SOA engaged Milliman to conduct in-depth interviews and focus groups with select actuaries who have demonstrated innovative skills, in order to derive key behaviors and characteristics that encourage innovation.

Description: The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the COVID-19 pandemic through June 2023, as compared to prior period baseline mortality results. This new report is an update to the survey report released in May 2023, which contained data through December 2022.

Description: The Society of Actuaries Research Institute’s Aging and Retirement Strategic Research Program is pleased to release three essays addressing the actuarial impact of mental health issues in retirement.

Description: The document is the "Pub-2016 Public Retirement Plans Mortality Tables Report" published in May 2025 by the Retirement Plans Experience Committee (RPEC) of the Society of Actuaries and LIMRA. It contains information on mortality tables development, data collection, annuity comparisons, and application of tables for public pension plans.

Description: This report explores how artificial intelligence can be applied to investment and retirement planning, highlighting real-world applications, risks, and recommendations.

Description: Discover the latest insights on emerging risks in the Indian market with our comprehensive survey report. Uncover key findings on financial volatility, disruptive technology, and climate change, and learn how AI is reshaping risk management. Compare these results with North American trends and explore the optimistic economic outlook for the India market in 2025.

Description: This report captures expert insights from a March 2025 roundtable on how generative AI is shaping actuarial work and insurance industry practices.

Description: This experience study, from the Society of Actuaries [SOA] ‘Experience Studies – Individual Life,’ was conducted by the SOA’s Individual Life Insurance Experience Committee. This report is on intercompany mortality experience by amount of insurance under standard individually underwritten issues between 1990 and 1991 anniversaries. The report also combines experience between 1986 and 1991 anniversaries in order to provide a larger volume of data. This report is a revision of an earlier publication of the ‘Mortality under Standard Individually Underwritten Life Insurance Between 1990 and 1991 Anniversaries.’ This revision corrects previous mortality ratios for all 1986-91 and 1985-90 experience and 1990-91 smoker/nonsmoker experience. This report will appear in a future issue of the Society's TSA Reports. Consists of two pdf documents: report and tables.

Description: This report presents the results of the most recent study of individual life insurance lapse experience in the United States. The observation period for the study is calendar years 2003 and 2004. The study is based on data provided by 43 individual life insurance writers and it presents lapse experience between 1902 and 2004.