Description: SOA education is continually evolving to meet the current and future needs of candidates, members, employers, and the public. The presenters will review recent changes and preview what is to come in 2023. Particular attention will be paid to progress on the ASA revisions announced in 2021 and the FSA revisions announced this year.

Description: The annuity market has been declining while the Registered Index Linked Annuity (RILA) market has been expanding. Discover why the market is growing along with key features and considerations for the product from an actuarial perspective.

Description: This report presents an analysis of the NAIC climate risk disclosures for reporting year 2021. The 2021 disclosures were the most recently available data at the time this analysis was conducted (in June and July of 2023).

Description: The digital revolution has transformed the insurance sector, introducing new technologies and innovative players. Traditional insurers face challenges from Big Tech and insurtech startups, prompting them to adapt or innovate. This study presents a framework to analyze market dynamics and potential partnerships, helping insurers identify competitive advantages and future paths in a digital era.

Description: This survey tracks the relative rankings of risk managers about emerging risks across time. It is the 17th survey of emerging risks sponsored by the Casualty Actuarial Society (CAS), Society of Actuaries (SOA) and Canadian Institute of Actuaries (CIA), administered by the Joint Risk Management Section.

Description: This report provides actuaries and other professionals working with risk, data and analytics or program evaluation in the health care space with considerations and frameworks related to the use of determinants of health (DOH) in data and actuarial work streams. Such frameworks can leverage new data sources to enrich health care data analysis to move beyond traditional data elements, such as age, gender, zip code or health diagnosis.

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.

Description: The Mortality Improvement Model series reflects a progression of refinements in how shifting mortality patterns are measured and projected. The base Mortality Improvement Model provides the core framework for estimating long-term changes in mortality using demographic trends, historical experience, and actuarial judgment. Subsequent versions in the MIM-2021 line build on that foundation: v2 incorporates updated post-pandemic data and initial methodological adjustments; v3 strengthens the model with improved smoothing techniques and refreshed assumptions; and v4 delivers the most recent and comprehensive enhancements, integrating the latest experience studies and calibration improvements to support more stable and reliable projections. Together, the versions show a consistent evolution toward higher accuracy and stronger alignment with emerging longevity trends.

Description: This report explores the financial planning, support networks, health concerns, and use of technology among older adults who identify as solo-agers.

Description: The Solo-Agers Decision Guide Resource Series