2020s – SOA – Society of Actuaries

  • 2020 – SOA / PWC – Education Committee Of The Society Of Actuaries Individual Life And Annuities Life Financial Management Study Note Insurance Contracts, /pwc-insurance-contracts – Society of Actuaries – 140p
  • 2020 – SOA – Issues with IUL Illustration Regulation and Possible Solutions, pd-2020-10-virtual-annual-session-6d – Society of Actuaries – 38p
  • 2020 – SOA – Principle-Based Reserves Simplified Methods, 2020-simplified-methods – Society of Actuaries – 64p
  • 2020 – SOA – Systemic Risk in China’s Insurance Industry, systemic-risk-china-insurance-english – Society of Actuaries  —  [BonkNote]  —  55p
  • 2020 – SOA – Validating Algorithmic Underwriting Models – Expert Panel Report,validating-algorithmic-models – Society of Actuaries – 13p

  • 2021 03 – SOA – Assumption Governance and Setting Assumptions in Illustration Actuary Testing, Small Talk, By Mark Rowley,  stn-2021-03-rowley – Society of Actuaries – [link]
  • 2021 – SOA – Emerging Issues in Underwriting – Survey Report, emerging-issues-underwriting-survey-report – Society of Actuaries – 57p
  • 2021 – SOA – Pension Risk Transfer: Evaluating Impact and Barriers for De-Risking Strategies, 2021-pension-risk-transfer – Society of Actuaries – 64p
  • 2021 – SOA – Recent Change to IRC § 7702 Interest Rates and Impact on Life Insurance Products, pm-2021-02-kwassman – Society of Actuaries – [link]
  • 2021 – SOA – Taking Life Insurance Customer Engagement to the Next Level, customer-engagement – Society of Actuaries – 17p

  • 2022 – SOA – Mechanics of Dividends, by Dale Hagstrom, mechanics-dividends – Society of Actuaries – 28p
  • 2022 – SOA – Overview of Nonguaranteed Elements (NGEs), overview-nges – Society of Actuaries – 22p

  • 2023 – SOA – Rating Agency Perspectives on Insurance Company Capital, rating-agency-perspectives – Society of Actuaries – 28p
  • 2023 01 – SOA – Primer on Retirement Income Strategy Design and Evaluation, ret-income-strat-de – Society of Actuaries – 104p
  • 2023 04 – SOA – What Can Insurers and Pension Funds Learn from Bank Failures – Expert Panel Discussion, learn-from-bank-failures – Society of Actuaries – 11p

  • 2025 – SOA – Study Note – The General Insurance Regulatory Environment, 2025-11-gi-201-study-note-gi-regulatory – 
  • 2021 0804 – SOA to NAIC – RE: 2022 Generally Recognized Expense Table (GRET) – SOA Analysis, Society of Actuaries – 5p