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

There are roughly 46 million Americans are living with serious illness and functional impairment, and that number will soon swell, given demographic trends.  Palliative care is an added layer of support that relieves the pain, symptoms and stresses of serious illness, appropriate at any age and any stage of illness, ideally concurrent with treatment. Multiple studies demonstrate that the resulting improvements in quality of life translate directly into reductions in avoidable ED and hospital utilization.  SOA sat down with Dr. Diane Meier, founder and director of the Center to Advance Palliative Care (CAPC) to learn more about what palliative care is, who benefits, and what health plans and population health managers can do to improve care for those facing serious illness.

Direct download: SOA17_27_Health_09_Palliative_and_Hospice_Care.mp3
Category:Health -- posted at: 8:29am CST

Learn about the potential impacts of selling health insurance across state lines as it relates to the individual and small group markets.

Direct download: SOA17_24_Health_07_Health_Ins_Across_State_Lines.mp3
Category:Health -- posted at: 10:33am 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

The Medicare Advantage market is currently in the middle of a multi-year transition from the existing Risk Adjustment Processing System (RAPS) to the new Encounter Data System (EDS) for calculating risk scores. CMS has stated that ultimately EDS will be the sole diagnosis data source for Medicare Advantage organizations’ risk scores and revenue. Dave Dillon, FSA, MAAA, interviews Deana Bell, FSA, MAAA, on the topic and they discuss how the transition has shown to have a financial impact on Medicare Advantage revenue and how actuaries are well equipped to help.

Direct download: SOA17_22_Health_06_Medicare_Advantage_Risk_Scores.mp3
Category:Health -- posted at: 2:49pm CST

During this podcast, Dave Dillon interviews Andrew Sykes about his non-traditional path to actuarial work and helping actuaries to develop the skills to influence other people to take specific actions based on their work.

Direct download: SOA17_28_Health_10_Influence_Training_for_Actuaries.mp3
Category:Health -- posted at: 10:45am CST

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


Considering combo products?  Listen in to hear Joe Wurzburger, SOA staff fellow and Dennis Martin, senior vice president of product & business development at OneAmerica Financial partners discuss perspectives on risk management for this rapidly growing product category.

Direct download: SOA17_23_LTC_03_LTC_Combo_Products.mp3
Category:Long Term Care -- posted at: 7:56am CST

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.