This podcast reviews the research paper which provides an overview of tree models, and details how they have been used for developing group long term disability recovery and mortality rates. .

Direct download: Research_Insights_-_GLTD_Predictive_Analytics_Report_and_Data.mp3
Category:Research Insights -- posted at: 12:00pm CST

In this episode, Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research discusses the Living to 100 Monograph topic, Insights into Successful Aging, with Steve Vernon, FSA, MAAA and Jean-Marc Fix, FSA, MAAA.


This podcast discusses Mortality Improvement Scale MP-2017, the annual update to the RPEC_2014 model and its corresponding mortality improvement scales, released by the Society of Actuaries Retirement Plans Experience Committee (RPEC). This new version of the model reflects historical U.S. population mortality experience through 2015.

Direct download: Research_Insights_-_Mortality_Improvement_Scale_MP-2017.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast discusses The Older Age Underwriting Practices Survey, a survey designed to elicit feedback regarding underwriting guidelines, requirements, assumptions and practices utilized in the assessment of older age applicants. This survey was sent to US and Canadian direct life insurance companies.

Direct download: Research_Insights_-_Older_Age_Underwriting_Survey.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast discusses the recently released report which serves as a primer on the mechanics and uses of the Hidden Markov Model (HMM) for actuarial and financial applications. The report also includes development of a new application for the HMM to mortgage-backed securities exchange-traded funds.

Direct download: Research_Insights_-Hidden-Markov-Model.mp3
Category:Research Insights -- posted at: 12:00am CST

In this episode, Dale Hall, FSA, MAAA, CERA, CFA, Managing Director of Research discusses the Living to 100 Monograph topic, Senior Citizen in 2050, with Ronora Stryker, ASA, MAAA, Research Actuary.

Direct download: Research_Insights_-_Senior_Citizens_in_2050.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcasts discusses the following:

The Society of Actuaries Committee on Post Retirement Needs and Risks and Financial Finesse are pleased to make available the first of five briefs focused on retirement literacy issues. This first brief in the series explores retirement from a holistic perspective looking at non-financial issues. Subsequent briefs will address a number of financial issues such as the cost of retirement and managing risk. The brief was developed by a team lead by Greg Ward of Financial Finesse.

Direct download: Retirement_Literacy_Brief_1_-_Health__Happiness.mp3
Category:Research Insights -- posted at: 12:00am CST

Senior SOA Research staff discuss the upcoming SOA Annual Meeting, highlighting meeting sessions and their favorite things to do in Boston.


This podcast discusses the recent release of historical U.S. population mortality rates by gender and single year of age for calendar years 2000-2015. To develop these rates, the SOA relied upon data furnished by the Centers for Disease Control and Prevention, Centers for Medicare and Medicaid Services, and the Social Security Administration. A document summarizing key observations and the process used to develop the rates, along with a table of the rates themselves, can be found here.

Direct download: Reseach_Insights_SSA_Mortality_Release_2000-2015.mp3
Category:Research Insights -- posted at: 12:00am CST

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