In this episode the winning Financial Wellness essays in the Individual Strategies category are discussed.


This podcast discussed 2 recently released reports:

Climate, Weather and Environmental Sources for Actuaries

This report was prepared in response to the Society of Actuaries’ request for a set of data, analysis and discussion sources pertaining to climate change, environmental risks and weather. The report is a collection of sources that deal with the questions of how do scientists know, and what could actuaries do.

Climate Sources for Actuaries

This research initiates the development of a repository of information regarding existing climate and environmental sustainability research of interest to actuaries. The repository, which is referred to as the Climate Sources for Actuaries Resource Index (or Resource Index), will be of use to the SOA and the Climate & Environmental Sustainability Research Committee in developing their future environmental research programs; to actuaries practicing in the area of climate change and environmental sustainability; to actuaries and their employers, who need to understand the implications of climate change to their existing areas of practice; and to climate researchers interested in improved financial projections associated with climate change.


In this introductory episode, Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research discusses the Living to 100 Monograph with Ronora Stryker, ASA, MAAA, Research Actuary.

***Please note, this podcast was recorded prior to the cancellation of  the Valuation Actuary Symposium due to Hurricane Harvey.***                   

Direct download: Research_Insights_-_Living_to100_Challenges__Opportunities.mp3
Category:Research Insights -- posted at: 12:00am CDT

In this episode the winning Financial Wellness essays in the Workplace Initiatives Category are discussed.


U.S. Public Pension Plan Contribution Indices, 2006–2014 | SOA

This podcast discusses the recent study which explores contribution indices—metrics developed by the SOA that compare pension plan contributions to benchmarks that represent the contribution level needed to pay down unfunded liabilities—for contributions among 160 state and large city public sector pension plans in the United States.

 


Predictive Analytics and Accelerated Underwriting Survey Report | SOA

The Predictive Analytics & Accelerated Underwriting Survey Subcommittee of the Society’s Committee on Life Insurance Mortality and Underwriting Surveys has completed its report on the results of a survey designed to obtain feedback on several current hot topics in the industry, namely predictive analytics, accelerated underwriting and enhanced underwriting. This survey was sent to US and Canadian direct life insurance companies.This pocast discusses the report.

 


This podcast discusses the report which covers US regional population mortality experience during the period 2000-2015. The Society of Actuaries pursued the research as part its ongoing longevity and mortality research initiatives. The purpose of the research is to produce an overview of the differences and similarities in mortality by age group, time, cause of death and region (geographic and urban-rural) to better aid in the understanding of future expected mortality rates and the management of public programs and policy.


This podcast discusses the study sponsored by the Product Development Section, International Section, Smaller Insurance Company Section, and the Committee for Life Insurance Research.  This study examines global product development (PD) practices of life insurance and annuity companies. Performed by LIMRA and RGA, this project consisted of a survey of North American life insurance and annuity companies and examined current insurer PD processes including the evolution of the current strategy; variation of the strategies by company characteristics (e.g., size, life vs. annuity) and region (e.g., United States vs. Canada vs. Other companies); and identified leading PD practices globally. The results of the research can provide the life insurance industry with a resource to help enhance resource management and current processes to better serve the needs of its stakeholders.


This podcast discusses the study, Parameter Uncertainty, sponsored by the Casualty Actuarial Society (CAS), Canadian Institute of Actuaries (CIA), and the Society of Actuaries' (SOA) Joint Risk Management Section and the Joint Risk Management Research Committee. Authored by a Hartman Analytics team of Brian Hartman, Robert Richardson, and Rylan Bateman, the paper provides structures to incorporate parameter uncertainty in quantifying risk and illustrates the application through case studies.

Direct download: Research_Insights-Parameter-Uncertainty.mp3
Category:Research Insights -- posted at: 12:00am CDT

In this first installment in the series, Dale Hall, SOA Managing Director of Research discusses an overview of the Financial Wellness essays with Steve Siegel, SOA Research Actuary and Anna Rappaport, of Anna Rappaport Consulting.

Please note, this podcast was recorded via conference call, rather than our higher sound quality digital recording program.

Direct download: Research_Insights_-_Financial_Wellness_1.mp3
Category:Research Insights -- posted at: 12:00am CDT