Description: Asset intensive reinsurance has become a focal point of actuarial, administrative, and regulatory consideration recently. This session will walk through one such real-world reinsurance case study of an illustrative transaction - from the initial actuarial-related due diligence process of the cedant's subject business through the onboarding and integration of the subject business into the reinsurer's platform. The following topics will be addressed: actuarial due diligence, experience studies and assumption setting, model validation, model development, and onboarding of the subject business. The session aims to provide a variety of insights into this process across different business units and functions. At the conclusion of the session, attendees will have a firm understanding of a variety of transaction-related topics within the context of a real-world transaction.

Description: This session will focus on US GAAP accounting for life insurance and annuity transactions from an actuarial valuation perspective. With the high volume of recent M&A and reinsurance activity, many companies are onboarding blocks of business and performing Purchase GAAP (“PGAAP”) or PGAAP-like exercises. Methodologies for establishing liabilities and intangible balances often vary based on the unique aspects of each transaction. This first half of this session will provide an overview of PGAAP elements and considerations, while the second half will dive into examples using interactive case studies.By attending this session, you will learn:• Perspectives and approaches for initiating reserves and intangible balances when onboarding a new block of business

Description: The Society of Actuaries will be offering this webinar series intended to educate and investigate aspects of life insurance, annuity, and long-term care product tax compliance. Developed by the Taxation Section, participants will be brought up to date on recent Internal Revenue Service (IRS) guidance and learn about the newest tax issues related to product design and administration. Legal, IRS and product development experts will provide vital insights into the challenges of developing and administering products within the requirements of the Internal Revenue Code (IRC) and allow ample opportunities for questions and information exchange. This session will provide an intense introduction to the basics of product taxation, with a focus on annuities.

Description: The surge in interest rates over the past few years presents opportunities for life insurers to enhance their Asset and Liability Management (ALM) positions through asset rebalancing to narrow the duration gap and secure higher risk-adjusted yields. This webcast introduces a robust, efficient and readily-executable, liability-driven strategic asset allocation (SAA) framework and implementation considerations. At the conclusion of the webcast, attendees will learn about the key objectives and practical considerations for a successful SAA.

Description: There is increasing industry interest in applying behavioral science to optimize product design decisions and improve outcomes for both insurers and their customers. With a growing set of options within product designs, predicting consumer behavior continues to get increasingly complex. Join this webcast for an overview of key behavioral economic concepts. Key insights will be shared from two SOA projects that explore how behavioral economic techniques can be used in various parts of the life insurance new business process and enforce management.

Description: En el seminario hablaremos sobre los nuevos flujos de tarificación, y nos enfocaremos en la inclusión del análisis geográfico en el proceso de modelado para optimizar la extracción del riesgo en modelos de Machine Learning.

Description: Develop a better understanding of diversity, equity and inclusion (DEI) across the financial services and risk management industry, with a focus on actuaries. Panelists will address topics such as industry-wide diversity efforts, as well as current challenges facing diverse groups. Come listen to these panelists share perspectives on attracting, fostering, retaining and increasing diverse actuarial talent, in addition to the SOA’s DEI goals in the coming years.

Description: This video summarizes findings from a 2025 SOA Research Institute survey of 750 Taiwanese consumers on retirement readiness, focusing on income sources and financial awareness among an aging population. It is presented by Dale Hall, Managing Director at the Society of Actuaries Research Institute.

Description: Life and annuity insurers have been steadily adding more structured securities and other “complex assets” to their investment portfolios over the past decade. This Webcast will review what these assets are, why insurers use them, and what risks they introduce.

Description: This webcast will update listeners on the financial status of the U.S. Social Security program, describe half a dozen widespread myths, and discuss the reality of "waste, fraud and abuse" in the program.