2010s – SOA – Society of Actuaries

  • 2010 – SOA – Comments on the Proposed Principle Based Reserves and Principle-Based Capital Requirements Methodology, By David V. Smith, stn-2010-iss34-smith – Society of Actuaries – 3p
  • 2010 – SOA – Complexity Science-an introduction and invitation for actuaries, research-complexity-science – Society of Actuaries – [link] 
  • 2010 – SOA – Did Enterprise Risk Management Really Work? – The Case of Lincoln Financial Corporation, Scott Engle, Presented at 2010 Enterprise Risk Management Symposium, mono-2010-m-as10-1-engle – Society of Actuaries – 18p
  • 2010 – SOA – Post-Retirement Financial Strategies from the Perspective of an Individual Who Is Approaching Retirement Age, by Arnold F. Shapiro – Society of Actuaries – 75p
  • 2010 – SOA – Report of the Society of Actuaries Life Settlements Survey Subcommittee, research-2010-01-life-settlements-survey – Society of Actuaries – 36p
  • 2010 – SOA – The Reinsurer Made Me Do It, By Ross Morton, rsn-2010-iss67-morton, Society of Actuaries – 5p
  • 2011 – SOA – Tax Diversification in Retirement Planning, by Gregory C. Freeman, mono-2011-mrs12-freeman-paper – Society of Actuaries – 26p
  • 2011 – SOA – Implications of the Perceptions of Post Retirement Risk for the Life Insurance Industry: Inside Track Marketing Opportunity, But Requiring Focused Retooling, by Steve Cooperstein, research-implication-perceptions – Society of Actuaries – 153p
  • 2012 – SOA – Actuarius to Actuary: Chapter 1. edu-2012-c2-1 – Society of Actuaries – 19p
  • 2012 06 – SOA – Chinese Dragon vs. Indian Tiger: Developments in variable annuities, Sharon Huang, isn-2012-iss56-huang – Society of Actuaries – 9p
  • 2012 – SOA – Substitute One Mis-impression, aof-2012-11-iss33-ma-snell – Society of Actuaries –  4p
  • 2012 03 – SOA – The Financial Crisis: Why Won’t We Use the F-(raud) Word?, By Louise Francis, jrm-2012-iss24-francis – Society of Actuaries – 4p
  • 2012 – SOA – soa.org/globalassets/assets/Library/Newsletters/Taxing-Times/2012/february/tax-2012-vol8-iss1.pdf – PPLI
  • 2013 – SOA – A Qualitative History of Previous Challenging Environments for the Life Insurance Industry, By Evan Borisenko, aof-2013-04-iss34-borisenko – Society of Actuaries – 4p
  • 2013 – SOA – Application of Actuarial Science to Systemic Risks, research-2013-app-act-science-report – Society of Actuaries – 79p
  • 2013 – SOA – A Tribute to Christian J. DesRochers, By Brian G. King, tax-2013-vol9-iss3-king – Society of Actuaries – 3p
  • 2013 – SOA – Comparative Failure Experience in the U.S. and Canadian Life Insurance and Banking Industries from 1980 to 2010, research-2013-comparative-failure-exp – Society of Actuaries – 48p
  • 2013 – SOA – ERM-ILA Model Solutions, Fall 2013, edu-2013-10-erm-ila-exam-sol-wt66id – Society of Acuaries – 38p
  • 2013 10 – SOA – Insurance Accounting on One Foot: Read about the differences between the FASB ED and the ED published nearly simultaneously by the International Accounting Standards Board, By Henry Siegel and William Hines – Society of Actuaries- 8p

  • 2013 – SOA – Life Insurance Regulatory Structures and Strategy: EU Compared with US, research-2013-life-ins-reg-structures – Society of Actuaries – 92p

  • 2014 – SOA – An Overview of the U.S. LTC Insurance Market, mono-2014-ltc-manage-narva – Society of Actuaries – 23p
  • 2014 – SOA – Behind the Growth of the Chinese Life Insurance Industry, By Feng Sun, isn-2014-iss62-sun – Society of Actuaries – 5p
  • 2014 08 – SOA – Downside of Prudential Regulation: Lower Liquidity, By Ira Jersey, Risk Management, jrm-2014-iss30-jersey – Society of Actuaries – 4p
  • 2014 – SOA – Experience Studies-Understanding the past while planning for the future, Product Matters, by Matthew Dunscombe and Alex Zaidlin, pro-2014-iss88 – Society of Actuaries – 32p
  • 2014 – SOA – Modeling of Policyholder Behavior for Life Insurance and Annuity Products: A Survey and Literature Review, research-2014-modeling-policy – Society of Actuaries   —  [BonkNote]  —  92p
  • 2014 04 – SOA – Model Validation for Insurance Enterprise Risk and Capital Models, Sponsored by CAS, CIA, SOA Joint Risk Management Section, prepared By Markus Stricker, Shaun Wang, Stephen J. Strommen, research-2014-model-valid-ins – Society of Actuaries – 47p
  • 2014 – SOA – Optimal Retirement Tontines For The 21st Century: With Reference To Mortality Derivatives In 1693, By Moshe A. Milevsky And Thomas S. Salisbury, Society of Actuaries, Presented at the Living to 100 Symposium, mono-li14-1a-milevsky – Society of Actuaries – 35p
  • 2014 – SOA / Deloitte – Pension Risk Transfer Evaluating Impact and Barriers for De-Risking Strategies, 2014-pension-risk-transfer-study – Society of Actuaries – 61p
  • 2014 – SOA – Sustained Low Interest Rate Environment: Can It Continue? Why It Matters, 2014-sustianed-low-interest-environment – Society of Actuaries – 51p
  • 2014 09 – SOA – Trading Places: Life and Pension Actuaries Find Common Ground to Express Funding Concepts, By Tom Herget and Evan InglisThe Financial Reporter, /fr-2014-iss98-herget – Society of Actuaries – 6p
  • 2015 – SOA – Actuarial Guideline 49 (aka Actuarial Guideline YY), by Donna Megregian – pro-iss-93-megregian – Society of Actuaries – 3p
  • 2015 – SOA – Flexible Premium Universal Life Products Lapse/Surrender and Premium Persistency Experience – 2009-2013, 2009-13-universal-life-products – Society of Actuaries – 47p – https://www.soa.org/493467/globalassets/assets/files/resources/research-report/2018/2009-13-universal-life-products.pdf
  • 2015 – SOA – Life Insurance Regulatory Structures and Strategy: EU Compared with US, research-2013-life-ins-reg-structures – Society of Actuaries – 92p
  • 2015 – SOA – Organizations That Support Smaller Insurance Companies, By Grant Hemphill, Norm Hill, Mark Rowley and Don Walker, stn-2015-iss43-hemphill-hill – Society of Actuaries – 4p
  • 2015 03 – SOA – Report of the Society of Actuaries Financial Underwriting and Fraud Prevention Survey Subcommittee, 2015-fraud-prevention-survey – Society of Actuaries – 67p
  • 2015 – SOA – Report on Extreme Events for Insurers: Correlation, Models and Mitigations, 2015-extreme-events-for-insurers – Society of Actuaries – 86p
  • 2015 – SOA – Taxing Times, tax-2015-vol-11-iss2 – Society of Actuary’s – 56p
  • 2015 03 – SOA – The Financial Reporter, fr-2015-iss100 – Society of Actuaries – 20p
  • 2015 03 – SOA – Top Six Danger List, By Dave Kester, com-2015-iss53 – Society of Actuaries –[link]
  • 2015 – SOA – Transition to a High Interest Rate Environment Preparing for Uncertainty, research-2015-rising-interest-rate – Society of Actuaries – 105p
  • 2015 06 – SOA – Update on Regulatory Development, By Francis de Regnaucourt, fr-2015-iss101-de-regnaucourt – Society of Actuaries – 4p
  • 2015 09 – SOA – Update on Regulatory Developments, By Francis de Regnaucourt, fr-2015-iss-102 – Society of Actuaries – 28p 
  • 2016 – SOA – A Practical Approach to an Enhanced Premium Persistency Assumption, By Ying Zhao and Nick Komissarov, mp-2016-iss3-zhao-komissarov – Society of Actuaries – 4p
  • 2016 05 – SOA – Emerging Global Capital Standards for Insurance, by Liz Dietrich and Ian Adamczyk, isn-2016-iss-68-dietrich-adamczyk, Society of Actuaries – 4p
  • 2016 – SOA – Middle-Market Life Insurance Findings From Industry Thought Leaders, research-middle-market-report – Society of Actuaries – 17p
  • 2016 – SOA – Optimizing Retirement Income Solutions in Defined Contribution Retirement Plans A Framework for Building Retirement Income Portfolios, by Wade Pfau, research-2016-optimizing-retirement-income-framework-building – Society of Actuaries – 59p
  • 2016 05 – SOA – PBA Corner, fr-2016-iss105-rudolph-wang – Society of Actuaries – 6p
  • 2018 – SOA – 11th Survey of Emerging Risks, 11th-survey-emerging-risks – Society of Actuaries – 138p
  • 2018 – SOA – A Comprehensive Look at U.S. Reserving Principles for Universal Life Insurance: Fixed, Indexed and Variable Seminar, Society of Actuaries – <WishList>
  • 2018 – SOA – Actuarial Review of Insurer Insolvencies and Future Preventions – Phase 1, actuarial-review-insurer-insolvencies – Society of Actuaries – 74p
  • 2018 – SOA – A Review of Root Cause in Insurer Insolvencies and Impairments,  by Dave Heppen and Veronika Cooper, fr-2018-iss113-heppen-cooper – Society of Actuaries – 6p
  • 2018 – SOA – Changing the Retirement Advice Conversation, 2018-securing-future-retirements-chamberlain-cheng-durbin-sokolic – Society of Actuaries – 5p
  • 2018 – SOA – In the Beginning… A Column Devoted to Tax Basics, Why Section 7702 (and 7702A, Too?  Some Historical Perspectives, tax-2018-vol-14-iss1-adney – Society of Actuaries, by John T. Adney – 5p
  • 2018 – SOA – IRS Updates Post- Age100 Guidance, By John T. Adney, tax-2018-vol-14-iss2-adney – Society of Actuaries – 4p
  • 2018 – SOA – Product Tax Seminar: Session I: Life Insurance Product Tax Update – 253p
  • 2018 10 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed-Part 1, By Ben H Wolzenski and John S. McSwaney – Product Development – p28-31 – pro-2018-iss111, Society of Actuaries – 32p
    • WHAT’S THIS ABOUT AND A QUICK BOTTOM LINE
      • Wolzenski: John, over the past decade working with producers, you’ve observed that most Indexed Universal Life (IUL) new premium comes from sales that illustrate policy loans or withdrawals, either for retirement income or to repay premium financing.
      • McSwaney: That’s right
  • 2019 – SOA – An Interview With Perspectives From Anna’s Anna Rappaport, by Josh Bank, rsn-2019-iss99-bank – Society of Actuaries – 7p
  • 2019 – SOA – Big Data and the Future Actuary How access to non-traditional data is unleashing innovation opportunities for the actuarial profession and insurance industry, Society of Actuaries – 27p
  • 2019 – SOA – Equity Indexed Universal Life Insurance in College Funding, by Presenter: Zhixin Wu, DePauw University, arc-2019-iss-1-wu – Society of Actuaries – 1p  – <WishList – Actual Study / Presentation>
  • 2019 – SOA – Session 045: Individual Life Waiver of Premium: Has Anything Changed Since 1952? – Society of Actuaries – 27p
  • 2019 – SOA – Insurance Regulatory Issues in the United States, Society of Actuaries – 37p
    • 11- States do not typically regulate ratemaking in life insurance since competition leads to the proper adjustment of premiums. 
    • 11 – Premiums for life insurance and annuity products generally are not subject to regulatory approval, although regulators may seek to ensure that policy benefits are commensurate with the premiums charged.
    • 12 – The Actuarial Standards Board recently issued Actuarial Standard of Practice (ASOP) No. 54, which provides guidance for the pricing of life insurance and annuity products. 
    • 12 – The American Academy of Actuaries (AAA) issued a long-term care credibility monograph that serves as a guide for the use of credibility in long-term care pricing. 
    • 22 – Even when companies are comfortable with their advanced models, there is a reputational concern about life insurance rates being determined by an advanced statistical model.
    • 32 – A Public Policy Practice Note. 2017. Model Governance: Some Consideration for
      Practicing Life Actuaries.
      https://www.actuary.org/files/publications/Model_Governance_PN_042017.pdf
    • 33 – Deloitte. Predictive Modeling for Life Insurance. Ways Life Insurers Can Participate in the
      Business Analytics Revolution.
      https://www.soa.org/globalassets/assets/files/research/projects/research-pred-mod-lifebatty.pdf
    • 33 – New York Department of Financial Services. 2019. Use of External Consumer Data and
      Information Sources in Underwriting for Life Insurance.
      https://dfs.ny.gov/industry_guidance/circular_letters/cl2019_01
  • 2019 – SOA – In the Beginning . . . A Column Devoted to Tax Basics Why Do Limitations Apply to Owners of Life Insurance Contracts, Particularly COLI?, By Bryan W. Keene and Mark S. Smith, tax-2019-vol15-iss2-keene-smith – Society of Actuaries – 8p
  • 2019 – SOA – Session 133: Millennial Maven: Insurtechs for the Future, pd-2019-10-annual-session-133 – Society of Actuaries – 38p
  • 2019 11 – SOA – The Dynamics of Emerging Asia’s Life Insurance Markets-Findings From a Recent Peak Re Executive Survey, By Franz Josef Hahn – Reinsurance News, Issue 95, 2019-reinsurance-news-issue-95 – Society of Actuaries – 40p
  • 2019 – SOA – The Use of Predictive Analytics in the Canadian Life Insurance Industry, predictive-analytics-canadian-life-insurance-report – Society of Actuaries – 74p
  • 2019 – SOA / Milliman – Universal Life and Indexed Universal Life Survey Results, By Susan J. Saip, Milliman, pro-2019-iss114-saip – Society of Actuaries – 7p
  • 2019 – SOA – Why Indexed Universal Life Income Streams Need to Be Managed-Part 2, By Ben H Wolzenski and John S. McSwaney, Product News, pro-2019-iss112-wolzenski-mcswaney – Society of Actuaries – 4p