Announcement: SOA releases October 2024 Exam PA passing candidate numbers. 

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  • My Expectations of Appointed Actuaries for Smaller Life Insurance Companies
    My Expectations of Appointed Actuaries for Smaller Life Insurance Companies Written from a regulatory perspective, the article covers the purpose of regulation and some regulatory expectations.

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    • Date: Sep 2013
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Leadership>Influence; Professional Values>Public interest representation; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Financial Reporting & Accounting>Statutory accounting
  • In Good Times and Bad, We are Actuaries
    In Good Times and Bad, We are Actuaries Article about how all the changes have not really affected our basic work. By Jonathan Pollio Small Talk, March 2021 On New Year’s Eve 2019, I watched ...

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    • Authors: Jonathan M Pollio
    • Date: Mar 2021
    • Competency: Communication; Professional Values
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]
  • Using Relevant Experience Data to Increase Credibility and Reduce Margins
    Using Relevant Experience Data to Increase Credibility and Reduce Margins Describes a process for identifying relevant industry experience to credibility-weight with relevant company experience ...

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    • Authors: Mark Birdsall, Marianne C Purushotham
    • Date: Sep 2017
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Enterprise Risk Management>Risk measurement - ERM; Experience Studies & Data>Mortality; Life Insurance>Pricing - Life Insurance; Life Insurance>Reserves - Life Insurance
  • Regulatory Issues for Small Insurance Companies
    Regulatory Issues for Small Insurance Companies This was a review of a June 4, 2013 SOA webinar. Jerry Enoch was the moderator. Presenters were Mark Birdsall, Mike Boerner, and Perry Kupferman, ...

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    • Authors: A Hemphill, Jerry Enoch
    • Date: Sep 2013
    • Competency: Communication>Oral communication; Communication>Written communication
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Professional development; Financial Reporting & Accounting>Statutory accounting
  • Current Trends in Asset Adequacy Testing
    Current Trends in Asset Adequacy Testing In the summer of 2012 the SIC decided the time was right to find out what current practices were with respect to Asset Adequacy Testing. This article ...

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    • Authors: Leon Langlitz
    • Date: Sep 2013
    • Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices
  • Company Profitability and Risk Dashboards--A Tool in the Understanding and Management of Risk, Part 1
    Company Profitability and Risk Dashboards--A Tool in the Understanding and Management of Risk, Part 1 The article is Part 1 of two articles that provide a case study for the development of a ...

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    • Authors: Marianne C Purushotham, Mark Birdsall
    • Date: Sep 2016
    • Competency: Communication>Difficult message delivery; External Forces & Industry Knowledge>Internal forces and business performance; Results-Oriented Solutions>Actionable recommendations; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Experience Studies & Data>Mortality; Life Insurance>Marketing and distribution - Life Insurance; Predictive Analytics
  • Too Busy to Not Have Governance in Place
    Too Busy to Not Have Governance in Place A brief discussion on the importance of governance and documentation being in place. The article provides some resources to assist in the development, and ...

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    • Authors: Scott Haglund
    • Date: Dec 2022
    • Competency: Communication
    • Publication Name: Small Talk
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Standards of practice; Modeling & Statistical Methods
  • Addressing Actuarial System Risk at a Small Insurance Company
    Addressing Actuarial System Risk at a Small Insurance Company How companies with limited resources can put controls into place for their actuarial processes. Computer science;Audits;Model ...

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    • Authors: Mark C Rowley
    • Date: Mar 2016
    • Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices
  • April Webinar Topic: ASOP Exposure Draft on Setting Assumptions
    April Webinar Topic: ASOP Exposure Draft on Setting Assumptions Based on April webinar, develops nine guidelines for setting assumptions. Standards of practice;Product development;Principle-based ...

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    • Authors: Mark Birdsall
    • Date: Sep 2017
    • Competency: Professional Values>Ethical standards; Professional Values>Practice expertise
    • Publication Name: Small Talk
    • Topics: Actuarial Profession>Best practices; Actuarial Profession>Standards of practice
  • In-Person Meetings Make an ImpACT: Highlights from the 2023 SOA ImpACT Conference
    In-Person Meetings Make an ImpACT: Highlights from the 2023 SOA ImpACT Conference The authors reflect on the 2023 SOA ImpACT Conference. They share some of the networking opportunities, and give ...

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    • Authors: Michelle Grusenmeyer, Alixandra Balestra
    • Date: Dec 2023
    • Competency: External Forces & Industry Knowledge; Professional Values; Relationship Management
    • Publication Name: Small Talk
    • Topics: Actuarial Profession; Actuarial Profession>Best practices; Actuarial Profession>Ethics; Actuarial Profession>Professional development; Actuarial Profession>Standards of practice