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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  • Lessons Learned from Legacy Blocks

    Lessons Learned from Legacy Blocks The author explores reasons why blocks of business may become legacy blocks and discusses ways to decrease the likelihood of legacy blocks in the future.

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    • Authors: Ronald Klein
    • Date: Aug 2013
    • Competency: Results-Oriented Solutions>Actionable recommendations; Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Reserves - Life Insurance; Life Insurance>Product development - Life Insurance
  • Reaching the Middle-Market Consumer: An update from the Marketing & Distribution Section

    Reaching the Middle-Market Consumer: An update from the Marketing & Distribution Section Updates on current projects of the Marketing & Distribution Section of the Society of ...

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    • Authors: Scott D Sheefel
    • Date: Oct 2015
    • Competency: Relationship Management>Team leadership; Results-Oriented Solutions>Actionable recommendations
    • Publication Name: The Actuary Magazine
    • Topics: Life Insurance>Marketing and distribution - Life Insurance