SOA – Society of Actuaries – 2000s

2000s - SOA - Society of Actuaries

• X - 2000 - SOA - A Note Regarding "Risk Neutral" and "Real World" Scenarios-Dispelling a Common Misperception, by Gary Hatfield (Securian), pro-2009-iss73-hatfield - Society of Actuaries - 3p
• X - 2000 - SOA - Enhancing Actuarial Input at the Federal Level on Life Insurance Issues, rsa00v26n232of - Society of Actuaries - 20p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n232of.pdf
• X - 2000 - SOA - Financial Reinsurance: Tool for the 21st Century, rsa00v26n392pd - Society of Actuaries - 22p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n392pd.pdf
• X - 2000 - SOA - GIC in a Box, Patricia McWeeney, Victor Modugno, Teresa A. Radzinski, rsa00v26n355pd - Society of Actuaries - 25p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n355pd.pdf
• X  - 2000 - SOA - Liquidity Management for Life Insurers with Institutional Business, rsa00v26n264pd - Society of Actuaries - 24p
• X - 2000 - SOA - New Trend of Life Insurance Products in China, by Samuel Zhou, isn-2000-iss23-zhou - Society of Actuaries - 2p
• X - 2000 - SOA - Separate Account Products in the U.S. and Canada: Comparing Their Design, Regulation, and Taxation, rsa00v26n296pd - Society of Actuaries - 28p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n296pd.pdf
• X - 2000 - SOA - Statutory Reserving Update-Life Products, rsa00v26n332pd - Society of Actuaries - 19p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n332pd.pdf
• X - 2000 - SOA - U.S. and Canadian Demutualizations-Postmortem, rsa00v26n3130pd - Society of Actuaries - 21p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2000/january/rsa00v26n3130pd.pdf
• X - 2000 - SOA - What Is the Unified Valuation System (UVS) and What Are its Origins?, by Donna C. Novak, hsn-2000-iss37-novak-a - Society of Actuaries - 3p

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• X - 2001 - SOA - Data Quality, rsa01v27n247if - Society of Actuaries - 25p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n247if.pdf
• X - 2001 - SOA - Enterprise Risk Managment Meets Unified Valuation System, rsa01v27n258pd - Society of Actuaries - 21p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n258pd.pdf
• X - 2001 - SOA - Floating Rate Funding Agreements, rsa01v27n329pd - Society of Actuaries - 23p
  • <Bad Link> - https://www.soa.org/493761/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n329pd.pdf
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n329pd.pdf
• X - 2001 - SOA - Introduction To Securitized Assets, rsa01v27n3151ts - Society of Actuaries - 36p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/RSA01V27N3151TS.PDF
• X -  2001 - SOA - Is the Next Generation Insurance Business Model the Virtual Insurance Company?, rsa01v27n219pd - Society of Actuaries - 21p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n219pd.pdf
• X - 2001 - SOA - Investment Strategies to Maximize Investment Yield, rsa01v27n3132pd - Society of Actuaries - 25p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n3132pd.pdf
• X - 2001 - SOA - Life Liquidity Risk, by Jon E. Niehus, stn-2001-iss17-niehus - Society of Actuaries - 2p
• X - 2001 - SOA - Liquidity Standards - the Regulatory Aspects, rsa01v27n272PD - Society of Actuaries - 22p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/RSA01V27N272PD.PDF
• X - 2001 - SOA - New GAAP Guidance Likely to Be Promulgated for NonTraditional Products and Separate Accounts, by David C. Scheinerman and Mary S. Saslow,frn-2001-iss47-saslowscheinerman - Society of Actuaries - 5p
• X - 2001 – SOA – Regulation XXX: A Comprehensive Overview, rsa01v27n256pd - Society of Actuaries – 25p
  • <Bad Link> - https://www.soa.org/49374d/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n256pd.pdf
  • <Bad Link> - https://www.soa.org/49374d/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2001/january/rsa01v27n256pd.pdf
• X - 2001 - SOA - Universal Life, No-Lapse, and the Law vs. Free Markets, by David J. Hippen, Actuary at the Florida Insurance Department, frn-2001-iss45-hippen - Society of Actuaries - 5p

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• X - 2002 06 - SOA - A New Platform for Universal Life, by Karen Rudolph, Milliman - stn0206 - Society of Actuaries - 16p
• X - 2002 - SOA - Dropping Like a Rock: Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada, rsa02v28n160pd - Society of Actuaries  ---  [BonkNote]  ---  27p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2002/january/rsa02v28n160pd.pdf
• [ ] - 2002 - SOA - Implications of the New CSO Mortality Table, rsa02v28n192pd - Society of Actuaries - 28p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2002/january/rsa02v28n192pd.pdf
• X - 2002 - SOA - Japanese Life Industry in Transition, by Stephen Conwill, isn-2000-iss23-conwill - Society of Actuaries - 5p
• X - 2002 - SOA - Patenting Insurance Products: Making First-to-Market Really Mean Something, rsa02v28n330pd - Society of Actuaries - 25p
  • <Bad Link> - https://www.soa.org/49378b/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2002/january/rsa02v28n330pd.pdf
  • <Bad Link> - https://www.soa.org/49378b/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2002/january/rsa02v28n330pd.pdf
• X - 2002 - SOA - Phase 2 Of The C-3 Project Update, rsa02v28n175pd - Society of Actuaries - 26p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2002/january/rsa02v28n175pd.pdf
• X - 2002 - SOA - The New 2001 CSO: Implications for Universal Life Plans, by Nancy Winings, pdn0201 - Society of Actuaries - 6p

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• X - 2003 - SOA - Are We In A Different Market Paradigm?, rar-2003-iss42-giles-rubin - Society of Actuaries - 7p -
• X - 2003 - SOA - Bringing Risk Into Capital Management, rsa03v29n124of - Society of Actuaries - 35p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/may/rsa03v29n124of.pdf
• X - 2003 - SOA - Current Events-Statutory, rsa03v29n147pd - Society of Actuaries - 26p
  • <Bad Link> - https://www.soa.org/493799/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/may/rsa03v29n147pd.pdf
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/may/rsa03v29n147pd.pdf
• X - 2003 - SOA - Do You Know How Much You're Spending? The Hidden Costs of Product Complexity, rsa03v29n38pd - Society of Actuaries - 19p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/october/rsa03v29n38pd.pdf 
  • "UL is a horror"
• X - 2003 - SOA - Famous Reinsurance Disasters, rsa03v29n316of - Society of Actuaries - 26p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/october/rsa03v29n316of.pdf
• X- 2003 - SOA - GAAP for Nontraditional Long-Duration Contracts, va03-36ts - Society of Actuaries - 23p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/valuation-actuary-symposium-proceedings/2003/september/va03-36ts.pdf
• X - 2003 - SOA - Merger of the Actuarial Education and Research Fund and The Actuarial Foundation, Society of Actuaries - [link]
• X - 2003 - SOA - Mortality Anti-selection - Different Versions of Dukes/MacDonald, by Douglas C. Doll, pdn-2003-iss56-doll-a - Society of Actuaries - 3p
• X - 2003 - SOA - North and South of the Border-Product Distinctions, rsa03v29n3130pd - Society of Actuaries - 22p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/october/rsa03v29n3130pd.pdf
• X - 2003 - SOA - Pension Plan Investment Strategies, rsa03v29n311pd - Society of Actuaries - 29p
• X - 2003 - SOA - Sponsors' Risk Management and Fiduciary Risk, rsa03v29n2108pd - Society of Actuaries - 15p
  • <Bad Link> - https://www.soa.org/49379d/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/june/rsa03v29n2108pd.pdf
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/june/rsa03v29n2108pd.pdf
• X - 2003 - SOA - Statutory Valuation Interest Rates for Life Insurance and Annuity Products, pdn-2003-iss57-whittemore - Society of Actuaries - 2p
• X - 2003 - SOA - The Discipline of Getting Things Done, rsa03v29n3119ts - Society of Actuaries - 19p
  • <Bad Link> - https://www.soa.org/4937aa/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/october/rsa03v29n3119ts.pdf
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/october/rsa03v29n3119ts.pdf
• X - 2003 - SOA / LIMRA - U.S. Individual Life Persistency, research-2003-us-life-update - Society of Actuaries - 85p
• X - 2003 - SOA - Variable Life-Product and Distribution Issues,  [LIRP], rsa03v29n18pd - Society of Actuaries - 28p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2003/may/rsa03v29n18pd.pdf

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• X - 2004 - SOA - Has the Illustrations Regulation Been Successful?, by Scott Witt, pdn-2004-iss60-witt - Society of Actuaries - 3p
• X - 2004 - SOA - International Accounting Standards-Current Developments, rsa04v30n332of - Society of Actuaries - 24p
  • <Bad Link> - https://www.soa.org/globalassets/assets/library/proceedings/record-of-the-society-of-actuaries/2000-09/2004/october/rsa04v30n332of.pdf
• [- ] - 2004 - SOA - International Financial Reporting Standards and Insurance, by Sam Gutterman, rsa-2004-iss53-gutterman - Society of Actuaries - 8p
• X - 2004 - SOA - New Chinese Actuarial Regulation of Non-guaranteed Life Products, by Samuel Zhou, isn-2004-iss32-zhou - Society of Actuaries - 2p
• X - 2004 - SOA - Product Actuaries-Watch out for Arbitrage, by Douglas Doll, pdn-2004-iss60-doll - Society of Actuaries - 2p

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• X - 2005 - SOA - 2005 Risks and Process of Retirement Survey, retirement-risk-survey-full-report - Society of Actuaries - 112p
  • <Bad Link> - https://www.soa.org/493885/globalassets/assets/files/research/projects/retirement-risk-survey-full-report.pdf  --  Good Link as of 2025 11
• 2005 - SOA - Annuity Risk Management Seminar, rsa05v31n114sem - Society of Actuaries - 23p
• 2005 - SOA - A Strategic Analysis of the US Life Insurance Industry Part 1 Customers, by Narayan Shankar, str2005april - Society of Actuaries - [link]  
• 2005 - SOA - A Strategic Analysis of The U.S. Life Insurance Industry Part II: Products, By Narayan Shankar, act-strategic - Society of Actuaries - [link]
• 2005 - SOA - A Strategic Analysis of the U.S. Life Insurance Industry: A discussion of the state of competition within and the trends affecting the U.S. life insurance industry Part III, ast2005august - Society of Actuaries - [link]
• 2005 - SOA - A Strategic Analysis of the US Life Insurance Industry Part IV: Life Insurance Company Business Model and Future Prospects, By Narayan Shankar, ast2005october - Society of Actuaries - [link]
• 2005 - SOA - Credit Derivatives, rsa05v31n182pd - Society of Actuaries - 20p
• X - 2005 - SOA - Determining Guideline Premiums for Fixed-Premium Universal Life Insurance Contracts, by John T. Adney, Brian G. King and Craig R. Springfield, ttn-2005-vol01-iss03-adney-king - Society of Actuaries - 6p
• X - 2005 - SOA - Experience Rating, Helvering vs. Le Gierse, and COLI/BOLI Arrangements, by Kirk Van Brunt, ttn-2005-vol01-iss03-brunt - Society of Actuaries - 3p
• X - 2005 - SOA - Life Settlements-Is There a Cause for Concern?, by Michael J. LeBoeuf, pdn-2005-iss62-leboeuf - Society of Actuaries - 3p
• X - 2005 02 - SOA - Operational Risk, by Michel Rochette, The Actuary, ope2005february - Society of Actuaries - [link]
• X - 2005 - SOA - NON-TRADITIONAL GUARANTEES ON LIFE AND ANNUITY PRODUCTS, by Victoria Pickering, FSA and John P. Glynn, FSA, Non-Traditional-Guarantees-12-1 - Society of Actuaries - 129p-SOA
• X - 2005 - SOA - Product Development Consideration for a Simplified Issue Product, by Edward Hui, stn0506 - Society of Actuaries - 24p
• X - 2005 - SOA - Regarding Your Direct Response Office, by Pete Jacques & Ronald R. Neyer, As published in the Winter 2004 edition of LIMRA's MarketFacts Quarterly, ndn-2005-iss49-jacques-neyer - Society of Actuaries - 8p
• X - 2005 - SOA - Term Mortality and Lapses, pdn-2005-iss62-dukes - Society of Actuaries - 5p
• X - 2005 - SOA / LIMRA - U.S. Individual Life Persistency, us-indiv-life-persistency-report-final - Society of Actuaries - 49p
• X2005 - SOA - Using the Win/Win Approach to Build Lasting Success - [Shane Chalke], by Richard J. Lauria, ssn-2005-iss17-lauria - Society of Actuaries - 3p
• X - 2005 - SOA - What's Backing Your Life Insurance Guarantee?, by Carl Friedrich, wha2005february - [link]
• 2005 - SOA - Where Did All the Mergers and Acquisitions Go?, rsa05v31n161pd - Society of Actuaries - 21p

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• X - 2006 - SOA - 1986-2002 Credit Risk Loss Experience Study: Private Placement Bonds, by the Private Placement Committee, report2002_20060418 - Society of Actuaries - 289p
• 2006 - SOA - Influenza Pandemic: The Impact on an Insured Lives Life Insurance Portfolio, pub-influenza-the-impact-on-an-insured-lives-life-insurance-portfolio - Society of Actuaries - [link]
• X - 2006 - SOA - Minimal Policyholder Behavior Format, research-05-07-ind-life-study-mini-pol - Society of Actuaries - 4p - Good Link as of 2025 11

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• X - 2007 - SOA - Highlights of the March, 2007 NAIC Life and Health Actuarial Task Force Meeting and Other NAIC Topics, By Ted Schlude, Jr., stn0706 - Society of Actuaries - 28p
• X  2007 0913 - SOA / Milliman - Interest Rate Hedging on Traditional Life and Health - A Research Project with the Society of Actuaries, rsrch-interest-rate-hedging - Society of Actuaries - 39p
• X - 2007 09 - SOA - Taxing Times, Tax Uncertainty Swirls Around Principles-Based Reserves (p15), by Christian DesRochers, ttn-0907 - Society of Actuaries - 40p
• X - 2007 12 - The Financial Reporter, frn-2007-iss71 - Society of Actuaries - 36p
• X - 2007 - SOA -Treading into the Thicket: Federal Income Tax Implications of Principles Based Reserves, by Christian DesRochers and Douglas N. Hertz, apf0705_03 - Society of Actuaries - 66p
• X - 2007 - SOA - Ultimate Life: What Individual Life Insurance Should Be and Could Be, by Robert E. Reuter, arch07v41n2_i - Society of Actuaries - 11p
• X - 2007 - SOA - LIMRA - U.S. Individual Life Insurance Persistency Update: A Joint Study Sponsored by LIMRA International and the Society of Actuaries, research-2003-us-life-update - Society of Actuaries - 85p - https://www.soa.org/4937e7/globalassets/assets/files/research/exp-study/research-2003-us-life-update.pdf

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• X - 2008 - SOA - A Layman's Guide to Corporate-Owned Life Insurance, Rick Schnurr, apf-2008-08-schnurr - Society of Actuaries - 76p
• X - 2008 - SOA - A New Approach for Managing Operational Risk: Addressing the Issues Underlying the 2008 Global Financial Crisis, research-new-approach - Society of Actuaries - 91p
• 2008 - SOA - Banks Sell Life Insurance? That's News to Me!, ndn-2008-iss58-leary - Society of Actuaries - [link]
  • X - Trends in Life Insurance Sales Through Banks, Source: The Kehrer-LIMRA Life Report, ndn-2008-iss58-leary-table - 1p
• X - 2008 - SOA - Economic Capital for Life Insurance Companies, research-ec-report - Society of Actuaries - 63p
• X - 2008 - SOA - Optional Federal Charter (OFC)-Another Acronym, Another Concern, By Norman E. HIll, stn-2008-iss31-hill-01 - Society of Actuaries - 5p
• X - 2008 - SOA - Risk Management: The Current Financial Crisis, Lessons Learned and Future Implications, rm-essay-2008 - Society of Actuaries - 104p
• X - 2008 - SOA - What Is a Robust Level of Risk Capital?, rm-essay-2008-rubin-shi - Society of Actuaries - 4p

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• X - 2009 - SOA - 2020 Life Insurance Company Success Story, by Max J. Rudolph, life-essay-2009-rudolph - Society of Actuaries - 3p
• X - 2009 - SOA - A Primer on Credit Derivatives, mono-2009-m-as09-1-darcy - Society of Actuaries - 62p
• X - 2009 - SOA - Credibility Theory Practices, research-cred-theory-pract - Society of Actuaries - 105p
• X - 2009 - SOA - Have You Recently Considered Reviewing Your Marketing Mix? The UL Story, isn-2009-iss49-berrios - Society of Actuaries - 7p
• X - 2009 - SOA - History of Mortgage Finance With an Emphasis on Mortgage Insurance, by Thomas N. Herzog, mono-2009-mfi09-herzog-history - Society of Actuaries - 81p 
• X - 2009 - SOA - Inequitable Life, isn-2009-iss47-cammidge - Society of Actuaries - 5p
• X - 2009 - SOA - The Financial Crisis and Lessons for Insurers, research-2009-fin-crisis - Society of Actuaries - 94p
• X - 2009 - SOA / LIMRA - U.S. Individual Life Persistency, 2009-us-life-persistency-report - Society of Actuaries - 84p
• X - 2009 - SOA / LIMRA - U.S. Individual Life Persistency, 2009-13-us-ind-life-persistency-update-report - Society of Actuaries - 119p
• X - 2009 - SOA - Section 988 Hedging Impacted by Economic Problems, By Biruta P. Kelly and Peter H. Winslow, tax-2009-vol5-iss2-kelly - Society of Actuaries - 10p
  • Eric Dinallo, CDS, New York
• X - 2009 - SOA - Valuation of Life Insurance Liabilities on a Market-Consistent Basis: Experience from the United Kingdom, apf-2009-03-obrien - Society of Actuaries - 41p
• X - 2009 - SOA - XXX Reserve Funding is Debt for Federal Tax Purposes, By Seth L. Rosen and Arthur C. Schneider, tax-2009-vol5-iss3-roesen - Society of Actuaries - 11p
• X - 2009 - SOA - What's on the Shelf? A Proposal to Tax the Inside Buildup, by Brian G. King, tax-2009-vol5-iss3-king-03 - Society of Actuaries - 5p

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