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

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  • Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum

    Preneed Market Trends—Reflecting on the 2022 Life Insurance Council’s LIC Preneed Forum There are two key trends in the preneed and final expense insurance market, the first being small ...

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    • Date: Aug 2023
    • Competency: Results-Oriented Solutions; Strategic Insight and Integration
    • Publication Name: News Direct
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Preneed
  • NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces

    NAIC Spring 2024 Meeting: The SOA Presents to Multiple Taskforces A recap of the SOA Research Institute's participation in the Spring 2024 NAIC National Meeting. April 2024 The Society of ...

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    • Authors: Laura Knapp
    • Date: Apr 2024
    • Competency: External Forces & Industry Knowledge
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Public Policy
  • Quantifying Lifestyle Behaviors Holds the Key to Wider Adoption of Insurance-Linked Wellness Programs

    To understand the relationship between lifestyle behaviors and mortality, RGA investigated a national, health-related, mortality-linked data set provided by the U.S. Centers for Disease Control ...

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    • Authors: Julianne A Callaway, Jason McKinley, Leigh Allen, Carmela Tedesco
    • Date: Nov 2021
    • Competency: Communication; External Forces & Industry Knowledge; Strategic Insight and Integration
    • Publication Name: Reinsurance News
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Product development - Life Insurance; FinTech & InsurTech; FinTech & InsurTech>Disruption
  • A Fresh Look at IRC Section 7702: From a Technology Perspective

    A Fresh Look at IRC Section 7702: From a Technology Perspective A discussion on technology improvements in establishing compliance with sections 7702 and 7702A. The Internal Revenue Code defines ...

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    • Authors: Sheryl Flum, Alexander Zaidlin, Drew Caulk
    • Date: Feb 2022
    • Competency: Results-Oriented Solutions
    • Topics: Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Pricing - Life Insurance; Life Insurance>Product development - Life Insurance
  • How Insurers Can Use Behavioral Economics Approaches to Make Improvements

    There are many ways to actively utilize BE approaches – and implementing these important tools can help insurers in many ways.

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    • Authors: Heidi Alpren, Ruth Potter, Joe Curtin
    • Date: Apr 2025
    • Competency: Communication; External Forces & Industry Knowledge; Results-Oriented Solutions
    • Topics: Health & Disability; Health & Disability>Disability insurance; Health & Disability>Health insurance; Life Insurance; Life Insurance>Policyholder behavior - Life Insurance; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Accelerated underwriting