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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  • New York Implements PBR Plus

    New York Implements PBR Plus Feature article about the New York State Department of Financial Services (NYDFS) adopting its First Amendment to Regulation 213, Principle-Based Reserving (PBR) and ...

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    • Authors: Felix Shirripa (Felix)
    • Date: Jun 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Life Insurance

  • Income Term Life Survey Results

    Income Term Life Survey Results A nationally recognized market research firm recently conducted a consumer survey pertaining to income term life insurance. Income term life insurance offers a ...

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    • Authors: Charles Preti
    • Date: Feb 2020
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance

  • Don’t Forget Your Reinsurer Revisited –15 Years Later

    Don’t Forget Your Reinsurer Revisited –15 Years Later The article was written to address a concern that the author had that reinsurance considerations were being relegated to the back of the ...

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    • Authors: Philip Velazquez
    • Date: Nov 2005
    • Competency: External Forces & Industry Knowledge; Technical Skills & Analytical Problem Solving
    • Publication Name: Small Talk
    • Topics: Life Insurance; Reinsurance

  • Results of the 2022 SOA Reinsurance Section Life Reinsurance Survey—Reaching an Inflection Point for Future Surveys

    Results of the 2022 SOA Reinsurance Section Life Reinsurance Survey—Reaching an Inflection Point for Future Surveys The article summarizes the results of the 2022 U.S. and Canadian Life ...

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    • Authors: Anthony Ferraro, Lloyd Spencer
    • Date: Oct 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Reinsurance

  • A Decade into Accelerated Underwriting: The New Normal for Advanced Risk Selection

    A Decade into Accelerated Underwriting: The New Normal for Advanced Risk Selection A high-level summary of the results of Munich Re's recent Accelerated Underwriting Survey life insurance, ...

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    • Authors: Lisa Seeman, David Goehrke
    • Date: Aug 2023
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Product Matters!
    • Topics: Life Insurance; Life Insurance>Underwriting - Life Insurance

  • 2023 Life Reinsurance Survey

    2023 Life Reinsurance Survey Summary of the results from the SOA Reinsurance Section's survey of individual and group life reinsurance business assumed in 2023. By Anthony Ferraro and Lloyd ...

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    • Authors: Lloyd Spencer, Anthony Ferraro
    • Date: Dec 2024
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Reinsurance; Reinsurance>Coinsurance; Reinsurance>Financial reinsurance; Reinsurance>Life reinsurance

  • A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects

    A Strategic Analysis of the U.S. Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects Outlines a generic business model for a life insurance company and ...

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    • Authors: Narayan S Shankar
    • Date: Oct 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Annuities; Health & Disability; Life Insurance

  • T3: TAXING TIMES Tidbits

    T3: TAXING TIMES Tidbits A discussion about premium deficiency reserves and tax regulations for employer-owned insurance contracts Acquisition expenses;Internal Revenue Service=IRS;Life reserves; ...

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    • Authors: Peter Winslow, Lynlee C Baker
    • Date: Feb 2009
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Taxing Times
    • Topics: Financial Reporting & Accounting>Statutory accounting; Life Insurance

  • SmallCo Resource Corner - Life & Health Valuation Law Manual

    SmallCo Resource Corner - Life & Health Valuation Law Manual Inaugural article in a series to share resources with other actuaries at smaller companies. This article will introduce the reader ...

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    • Authors: Michael Watanabe
    • Date: Jul 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Standards of practice; Life Insurance; Life Insurance>Reserves - Life Insurance

  • ltc-2018-iss50-vichinsky-mulheren-sloan.pdf

    ...
    • Date: May 2019
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Long-Term Care News
    • Topics: Actuarial Profession; Life Insurance
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