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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  • Guaranteed Issue/Simplified Issue Data Request

    Guaranteed Issue/Simplified Issue Data Request Attached zip file contains the three 3 data request documents: the data format which covers guaranteed issue, simplified issue, and pre-need ...

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    • Authors: Society of Actuaries
    • Date: Mar 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Group Life COVID-19 Mortality Survey - Updated through June 2023

    Group Life COVID-19 Mortality Survey - Updated through June 2023 The Group Life COVID-19 Mortality Survey gathers a high-level view of U.S. Group Term Life Insurance mortality results during the ...

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    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Experience Studies & Data>Mortality; Life Insurance; Life Insurance>Group plans - Life Insurance
  • Pub-2016 Public Retirement Plans Mortality Tables

    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.

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    • Date: May 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Finance & Investments; Pensions & Retirement
  • 2008 Individual Life and Annuity Expense Study – Summary Report

    2008 Individual Life and Annuity Expense Study – Summary Report Summary report for the eighth expense study conducted by the Society of Actuaries' Committee on Life Insurance Company Expenses ...

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    • Authors: Society of Actuaries
    • Date: Apr 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • 2009 CLICE Expense Study Data Request - Data Submission Form

    2009 CLICE Expense Study Data Request - Data Submission Form The Committee on Life Insurance Company Expenses is currently seeking life insurance company data submissions to the 2009 Individual ...

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    • Authors: Society of Actuaries
    • Date: Jun 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Notice of Intent to Submit Data to 2010 Individual Life and Annuity Expense Study

    Notice of Intent to Submit Data to 2010 Individual Life and Annuity Expense Study Notice of Intent to Submit Data to 2010 Individual Life and Annuity Expense Study. Life company expenses; 19862 1 ...

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    • Authors: Society of Actuaries
    • Date: Jan 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities>Expenses - Annuities; Experience Studies & Data; Life Insurance>Expenses - Life Insurance
  • Long‐Term Care Intercompany Experience Study ‐ Aggregate Database 2000‐2016 Report

    Long‐Term Care Intercompany Experience Study ‐ Aggregate Database 2000‐2016 Report This report details the method taken to develop the aggregate databases 2000-2016 Long-Term Care Intercompany ...

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    • Authors: Society of Actuaries
    • Date: Aug 2020
    • Topics: Experience Studies & Data; Long-term Care
  • 2010 CLICE Expense Study - Data Submission Form-UL

    2010 CLICE Expense Study - Data Submission Form-UL This is the 2010 SOA Committee on Life Insurance Company Expenses request for data expense study worksheet for universal life Life and annuity ...

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    • Authors: Society of Actuaries
    • Date: May 2011
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • Supplemental Pivot Tables

    Supplemental Pivot Tables The Product Development Section Council and the Committee on Life Insurance Research of the SOA engaged RGA Reinsurance Company to undertake a research project on level ...

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    • Authors: Susan Willeat, Timothy Rozar, Scott Rushing
    • Date: Jul 2010
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data
  • A Predictive Analytics Framework A Reusable Workflow For Experience Analysis

    A Predictive Analytics Framework A Reusable Workflow For Experience Analysis This report is a technical paper on a Predictive Analytics Framework and Reusable Workflow for Experience Analysis in ...

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    • Authors: Society of Actuaries
    • Date: Nov 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Modeling & Statistical Methods; Predictive Analytics