Description: This research assesses the evolution of life insurers’ Actuarial Transformation efforts and the future outlook, with a focus on emerging Advanced Analytics techniques.

Description: Conventional wisdom in the U.S. is that mortality by violent causes of death is disproportionately experienced in underrepresented communities. This study aims to quantify this experience in more detail than is commonly reported.

Description: The SOA Research Institute Aging and Retirement Strategic Research Program and the Long-Term Care Insurance Section are pleased to make available a research report analyzing the need for informal caregiving and its impacts on employees, employers, and other stakeholders.

Description: The Centers for Medicare and Medicaid Services (CMS) recently released the final 2020 Actuarial Value Calculator and Actuarial Value Calculator Methodology

Description: The Society of Actuaries’ Committee on Finance Research is pleased to make available a research report covering the extent to which investment sectors have been contagiously affected by major disasters.

Description: This report provides an overview of Takaful as an alternative approach to insurance, focusing on its ethical principles, historical background, operational framework, comparison with conventional insurance, and the potential growth and impact on society. It analyzes Takaful as a Shari’ah-compliant financial service and its potential in international markets.

Description: This report discusses drivers of U.S. mortality improvement for the short and long term.

Description: This paper is intended to be a resource for actuaries and other professionals interested in learning more about longevity risk. It summarizes the results of the literature review by discussing observed trends and outlook on mortality, development of retirement markets, ways to mitigate risk, summary of products with risk exposure and quantification and management of the risk.

Description: Describes substandard annuities and discusses the market opportunity for them, the associated risk management issues, and the issues companies need to address when competing in the substandard annuity market - underwriting, pricing, sales, administration, financial reporting and risk management practices.

Description: Survey results for 2008 produced by the Policyholder Behavior in the Tail Risk Management Section Working Group in which insurers were asked about assumptions used with respect to policyholder behavior in universal life policies with secondary guarantees.