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Research Insights, hosted by R. Dale Hall, FSA, MAAA, CERA, Managing Director of SOA’s Research department and occasional guest hosts, highlights Society of Actuaries (SOA) research. The podcasts include recently released research reports, research featured at SOA meetings, and other related items produced by SOA research. If you have any questions or comments, please contact us at  researchinsights@soa.org.

Direct download: TAKE_2_-_Research_Insights_-_Weve_Moved.mp3
Category:Research Insights -- posted at: 12:31pm CST

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights Retirement Literacy Brief #2, Retirement Planning from Start to Finish.

Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact researchinsights@soa.org.

 

Direct download: TAKE_2_-_AD_VERSION_-_2_retirement_lit_combined_tracks.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the research report, Improving the New Business Process Survey.

Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact researchinsights@soa.org.


This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research reviews the recently released research report, US Population Mortality Observations - Updated with 2016 Experience.

Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact researchinsights@soa.org.

 


This podcast highlights SOA reseach that will be presented at the Society of Actuaries Life and Annuity Symposium.

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

This podcast discusses the Society of Actuaries Strategic Research Program Initiative.

Direct download: SRPI_Take_2.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast discusses the research report, Understanding VM-20 Results.

Direct download: Research_Insights_-_Understanding_VM-20_Results.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast highlights the 2018 SOA Workable Innovations for Living Longer Contest, walking though the process of entering the contest.


This podcast discuss the recently release report, 2017 Universal Life with Secondary Guarantees Survey Summary.

Please note, this podcast was recorded via conference call, rather than our digital recording system.


This podcast explains how to use the AFC and examples of where it can be utilized in the daily work activities of an actuary.

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

This podcast discusses the recent research report, Impact of VM-20 on Life Insurance Product Development.

Direct download: Research_Insights_-_Impact_of_VM-20.mp3
Category:Research Insights -- posted at: 12:00am CST

Interviews on location at the Longevity 13 Conference in Taipei, Taiwan in September 2017.

Direct download: Research_Insights_-_Longevity_13.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast provides guidance and direction for the SOA 2018 Research Student Case Study Challenge.

Direct download: Research_Insights_-_2018_Student_Cast_Study_Challenge.mp3
Category:Research Insights -- posted at: 4:00pm CST

This podcast discusses the recently released report, Post-Retirement Experiences of Individuals 85+ Years old.


This podcast discusses the recently released research report, Seasonal Influenza in the United States 2016‐2017


This podcast covers updates on accelerated underwriting methods presented to the Life Actuarial Task Force (LATF) of the National Association of Insurance Commissioners (NAIC) at the NAIC Fall National Meeting 2017.

Direct download: Research_Insights_-_NAIC_Fall_National_Meeting_2017.mp3
Category:Research Insights -- posted at: 12:00am CST

Senior SOA Research staff preview 2018 SOA Research.

Direct download: Research_Insights_-_Special_Holiday_Season_Series_Part_3.mp3
Category:Research Insights -- posted at: 12:00am CST

Senior SOA Research staff reminisce about the holidays and look back on key 2017 research projects.

Direct download: Research_Insights_-_Special_Holiday_Season_Series_Part_2.mp3
Category:Research Insights -- posted at: 12:00am CST

Senior SOA Research staff discuss memorable moments in SOA Research from 2017 and their holiday season plans.

Direct download: Research_Insights_-_Special_Holiday_Season_Series_Part_1.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast is an overview of the Early Duration Claims Survey completed by the Society's Committee on Life Insurance Mortality & Underwriting Surveys. 

Direct download: Research_Insights_-_Early_Duration_Claims.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, Mortality Improvement, with Ronora Stryker, ASA, MAAA, Research Actuary  and Jean-Marc Fix, FSA, MAAA.

***Please note, this podcast was recorded via conference call.***

 

Direct download: Research_Insights_-_Living_to_100_-_Mortality_Improvement.mp3
Category:Research Insights -- posted at: 12:00am CST

This podcast discusses the research report series, The Future of Retirement in China, presented by the Society of Actuaries (SOA) and the LIMRA Secure Retirement Institute.  The report series examines consumer attitudes, beliefs and behaviors on various retirement issues. 

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

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.


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 CST

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 CST

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 CST

This podcast discusses the article, US Pension Discount Rate Comparison 2009-2014,which compares the recent historical relationship between pension plan funded status and discount rates used to compute liabilities for funding purposes. Comparisons include all three major categories of defined benefit pension plans in the United States: single employer (SE) plans, multiemployer (ME) plans, and state and large city public plans (PP)


This podcast discusses the December 2016 Internal Revenue Service (IRS) proposed updated mortality tables, starting in 2018 for minimum funding requirements for single employer defined benefit pension plans.  This study estimates the impact of the proposed change on the single employer pension system as a whole; the impact on individual plans may differ.


This podcast discusses the recently released report by The Society of Actuaries that describes the components of margin for calculating capitation rates in a Medicaid context along with a description of practical issues that may be encountered by MCO’s. The report includes observations from interviews with MCO executives as well as financial results analysis of MCOs nationwide. The material was authored by Sara Teppema, Jeff Goldman, Luke Smith, and Steve Tutewohl from Valence Health.


This podcast discusses the recently released report by The Society of Actuaries and the Canadian Institute of Actuaries that examines a simple but accurate means of assessing discount rate sensitivity. Data used in this report were provided by the Financial Institutions Commission of the Province of British Columbia (FICOM).


This podcast discusses the recently released report describing the Human Mortality Database, a unique open‐access collection of detailed mortality and population data for 38 countries with complete and reliable vital registration and census data. This report overviews the development and completion of the HMD data series down to a cause of death level for an initial set of eight populations: Canada, Czech Republic, England and Wales, France, Japan, Norway, Sweden, and the United States.

For further information please find the report here:

https://www.soa.org/research-reports/2017/2017-hmd-cause-of-death/

 


This podcast discusses the recently released article describing the demographics and geography of the increasing number of opioid deaths in the United States. The article summarizes data available from the Centers for Disease Control.

For further information please find the article here:

https://www.soa.org/Files/Research/mortality-opioid-deaths.pdf

 


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