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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  • Using Relevant Experience Data to Increase Credibility and Reduce Margins

    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Chairperson’s Corner: I Was an Audit Drop-In

    Chairperson’s Corner: I Was an Audit Drop-In Observations from the author's experiences auditing blocks of LTCI business. Audits; 10029 5/1/2009 12:00:00 AM ...

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    • Authors: Steven Schoonveld
    • Date: May 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Strategic Insight and Integration>Big picture view
    • Publication Name: Long-Term Care News
    • Topics: Financial Reporting & Accounting; Long-term Care>Long-term care insurance; Public Policy
  • New Research on Pension Assumptions

    New Research on Pension Assumptions This is a summary of a new research paper entitled: “Determining Discount Rates Required to Fund Defined Benefit Plans” by John Turner and three other ...

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    • Authors: Victor Modugno
    • Date: Sep 2016
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Pension Section News
    • Topics: Pensions & Retirement>Assumptions and methods; Pensions & Retirement>Defined benefit plans; Pensions & Retirement>Funding
  • That was Then … This is Now

    That was Then … This is Now Discussion of the current state of U.S. individual life insurance new premium sales. Individual life plans;Term life=Annual renewable term=Yearly renewable term=YRT; ...

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    • Authors: Elaine Tumicki, Karen Terry
    • Date: Oct 2009
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: Product Matters!
    • Topics: Life Insurance>Marketing and distribution - Life Insurance
  • Around The World—India How Simple Can It Get?

    Around The World—India How Simple Can It Get? International case study discussing an innovative distribution method in India. Accident insurance; Marketing and distribution; 4294991396 6/1/2012 ...

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    • Authors: Greg Becker
    • Date: Jun 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Product Matters!
    • Topics: Global Perspectives>Global markets; Health & Disability>Accident insurance
  • IAA Discount Rate Project Update

    IAA Discount Rate Project Update Article announcing an upcoming monograph which will deal with methods for determining an appropriate rate of discount for financial reporting under international ...

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    • Authors: Frank Grossman
    • Date: Sep 2011
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • PBA Corner

    PBA Corner Feature article discussing the Life Actuarial Task Force (LATF) recent exposure of the National Association of Insurance Commissioners’ (NAIC) Valuation Manual. ;; Financial reporting; ...

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    • Authors: Karen Rudolph
    • Date: Sep 2012
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context
    • Publication Name: The Financial Reporter
    • Topics: Life Insurance>Reserves - Life Insurance
  • Green...But No Envy

    Green...But No Envy Chairman’s column discussing 2012 accomplishments and 2013 and plans for the Financial Reporting section. Accounting standards; Life insurance; Financial reporting; National ...

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    • Authors: Matthew P Clark
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Life Insurance; Reinsurance>Financial reporting for reinsurance
  • Financial Reporting Research Scorecard

    Financial Reporting Research Scorecard This scorecard informs section members about research projects in progress and recently completed that are sponsored or co-sponsored by the section.

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    • Authors: Samuel Keller
    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>International Accounting Standards Board [IASB]; Financial Reporting & Accounting>International Financial Reporting Standards [IFRS]
  • Implementation Perspectives On Solvency II Internal Model Standards

    Implementation Perspectives On Solvency II Internal Model Standards Considerations when developing internal models for use in Solvency II. ;; Accounting standards; Life insurance; Financial ...

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    • Date: Mar 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Financial Reporter
    • Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>International Accounting Standards Board [IASB]