Announcement: SOA releases May 2025 SRM Exam passing candidate numbers. 

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  • 2021-2023 Fixed Indexed Annuity Contract Owner Behavior Experience Study Data Request

    2021-2023 Fixed Indexed Annuity Contract Owner Behavior Experience Study Data Request This data request is for a study focusing on surrender/lapse, withdrawal, living benefit utilization, ...

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    • Date: Mar 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Annuities; Experience Studies & Data
  • 2022-us-post-level-term-lap

    Learn more about the predictive modeling that was applied to industry data for the lapse and mortality experience in the post-level term period. Novel approaches were taken to model the shock ...

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    • Authors: Davy Moore, Michael Niemerg
    • Date: Sep 2022
    • Competency: External Forces & Industry Knowledge; Results-Oriented Solutions; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Experience Studies & Data; Life Insurance; Modeling & Statistical Methods; Predictive Analytics; Technology & Applications
  • living-to-100-s01c

    "Issues surrounding end-of-life and palliative care are not well understood and there is little research in the actuarial literature. From an actuarial perspective, however, end-of-life is ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • living-to-100-s03a

    "Weighted compositional data analysis for modeling and forecasting life-table death counts – Han Lin Shang, Ph.D., Professor of Business Analytics and Director of Research at the Department ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • 2024-valact-session-10b

    This session will delve into the results of a recent industry study exploring dynamic lapse behavior over the past five years in U.S. insurance products with general account credited rate-type ...

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    • Date: Mar 2025
    • Competency: External Forces & Industry Knowledge
    • Topics: Annuities; Experience Studies & Data; Life Insurance
  • 2019 Individual Life Insurance Mortality Experience Report

    2019 Individual Life Insurance Mortality Experience Report This is a detailed report analyzing the 2019 Individual Life Insurance Mortality Experience, focusing on data validation, trends in ...

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    • Date: Oct 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Actuarial Profession; Experience Studies & Data
  • Resources for ALM Practitioners: What Questions Should You Ask?

    Resources for ALM Practitioners: What Questions Should You Ask? This report provides a resource guide for asset-liability management practitioners, including methodology reviews, a survey of ALM ...

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    • Date: May 2025
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
    • Topics: Enterprise Risk Management; Experience Studies & Data; Financial Reporting & Accounting
  • living-to-100-s06b

    Some seniors may find it challenging to manage frequent doctor visits. Telemedicine can significantly fill in some of these gaps by enabling “virtual” doctor visits. Telemedicine improves access ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • living-to-100-gs2

    Explore the National Academy of Medicine’s Global Roadmap for Healthy Longevity.AARP has been a primary sponsor of the Roadmap. The Roadmap defines Healthy Longevity as when years of good health ...

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    • Date: Sep 2023
    • Competency: External Forces & Industry Knowledge; Leadership; Results-Oriented Solutions; Strategic Insight and Integration
    • Topics: Demography; Experience Studies & Data; Global Perspectives; Life Insurance; Long-term Care; Pensions & Retirement; Reinsurance; Social Insurance
  • 2023-rx-reporting-caa

    In late 2021, U.S. Congress passed the Consolidated Appropriations Act (CCA), which requires group health plans and health insurers to submit information regarding the costs of prescription drug ...

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    • Authors: Michael Miele, Lina Chan
    • Date: Nov 2023
    • Competency: External Forces & Industry Knowledge
    • Topics: Experience Studies & Data; Health & Disability