Description: This is the first report in a series on the current state and future opportunity of the retirement market in China. This report, edition one of the series, summarizes the significant outcomes from the study. Also included in this edition is a retirement forecast outlining the drivers of change for China’s retirement market and the resulting opportunities.

Description: This report details a study of the 2000-2015 group life waiver of premium experience

Description: In a well-designed enterprise risk management (ERM) program, the firm integrates risk management into the strategic planning process, addressing strategic risk, financial risk, operational risk and hazard risk under a single overarching process. This is particularly important to large financial firms, such as property and casualty (P&C) insurers, which face a diverse set of risks. In contrast to previous studies that document a significant product line and geographic diversification discount relative to more focused competitors, our analysis suggests that firms with effective ERM programs exhibit a performance premium. Using the Standard and Poor’s (S&P) ERM ratings from 2006 to 2012, we find that product line diversification has a significant positive effect on value for more diversified firms with well-implemented ERM programs, as compared to those with weak ERM.

Description: Mr. Rallis will discuss trends in the market for risk transfer of defined benefit plans in the US. He will also address implications of increasing longevity.

Description: This is one of a series of SOA-sponsored papers on the subject of Evaluating the Results of Care Management Interventions. This paper addresses the theory of measurement design and provides a practical evaluation of the most common designs for the practitioner.

Description: The purpose of this paper was to examine the job and compensation of the ordinary life insurance agent in relation to commissions and expense regulation and to examine how well the industry responds to customer needs, and consider how the system might be changed. The paper establishes some criteria for evaluating appropriateness of systems of both agent compensation and expense regulation. The paper is followed by submitted discussion papers

Description: Exploring how artificial intelligence can enable insurance to expand into new places with new insights.

Description: The article provides a brief background on the issue of modeling non-guaranteed reinsurance under Life princple-based reserving and explores how temporary solutions are impacting insurers as well as the journey to a long-term solution

Description: As part of the SOA’s July 22, 2020, COVID-19 Virtual Symposium, Marketing and Distribution (MaD) Section Council members presented “Selling Insurance Six Feet Apart” with insight into emerging sales and marketing processes, challenges, and opportunities for the product spaces noted

Description: The Observatoire actuariel de la crise du coronavirus (Actuarial Observatory of the Coronavirus Crisis) is a unique initiative of the Institut des actuaires (Institute of Actuaries) consisting of the establishment of a process of qualitative sociological surveying during the confinement and the two weeks following it. Implemented by a PhD sociologist, the Actuarial Observatory of the Coronavirus Crisis aimed to collect, in real time, the perceptions and analyses of actuaries, women and men of all generations and from all professional backgrounds, of this unprecedented crisis. Its first report reproduces the observations made with respect to operational matters: • How did the companies continue to operate? • What are the consequences for the sectors? • How will they manage the induced risks? • What are the expectations for the future?