Description: Guidance and a model for actuaries to use when performing their professional services related to Medicaid (Title XIX) and Children’s Health Insurance Program (CHIP or Title XXI) managed care capitation rate setting.

Description: The Society of Actuaries (SOA) is pleased to present historical U.S. population mortality rates by gender and single year of age for calendar years 2000-2020. To develop these rates, the SOA relied upon data furnished by the Centers for Disease Control and Prevention, Centers for Medicare and Medicaid Services, the U.S. Census Bureau, and the Social Security Administration. A document summarizing key observations and the process used to develop the rates, along with a table of the rates themselves, can be found below.

Description: This study quantifies the range of intercompany variability in mortality. Mean actual-to-expected (A/E) ratios based on amount were calculated in each quintile for every combination of six key variables.

Description: The SOA Research Institute’s Mortality and Longevity Strategic Research Program is pleased to make available a research report that quantifies differences in mortality and disease prevalence by health status. Additionally, period life tables by health status, sex, and age are available in Appendix D.

Description: Summarizes the results of a follow-up survey of a panel of experts on COVID-19 to see how views on the disease’s impact on future U.S. mortality may have changed.

Description: This study was undertaken to ensure the ongoing adequacy of the modified 1985 CIDA table as specified in Valuation Manual Section VM-26 for single premium credit disability insurance. In addition, the shift in the distribution of sales by term between contracts issued in previous study periods to 2017 and 2021 was analyzed.

Description: This report focuses on the Fixed Indexed Annuity (FIA) contract owner behavior study conducted by the SOA Research Institute and LIMRA for the years 2021-2022. It includes detailed analyses on withdrawals, surrender rates, contract values, distribution channels, and more.

Description: This report is a study. It discusses the objectives, scope, methodology, and limitations of the study, focusing on how diagnosis affects disability income claim recovery and mortality rates.

Description: The Canadian Institute of Actuaries (CIA) and Society of Actuaries (SOA) engaged RGA Reinsurance Company (RGA) to undertake a research project on level premium term life insurance products with a particular focus on the magnitude and impact of the “shock lapse” at the end of the level premium period. This project is similar to the SOA-sponsored research completed by RGA in 2014 for USA business.

Description: This is a detailed report analyzing the 2019 Individual Life Insurance Mortality Experience, focusing on data validation, trends in mortality experience, and comparisons between different datasets. It includes insights on mortality patterns by age, sex, policy characteristics, and provides detailed methodology and findings.