Research Insights, a Society of Actuaries Podcast artwork

Research Insights, a Society of Actuaries Podcast

312 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 12 ratings

Research Insights, hosted by R. Dale Hall, FSA, MAAA, CERA, Managing Director of the SOA Research Institute and occasional guest hosts, highlights Society of Actuaries (SOA) Research Institute research. The podcasts include recently released research reports, research featured at SOA meetings, and other related items produced by SOA research.

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Episodes

Research Insights - Generational Differences in Retirement

October 22, 2018 04:00 - 22 minutes - 13.9 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the Financial Perspectives on Aging and Retirement Across the Generations research study. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - National Risk Management

October 15, 2018 04:00 - 11 minutes - 9.81 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the National Risk Management research report. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - SOA 2018 Annual Meeting & Exhibit Preview

October 08, 2018 12:00 - 24 minutes - 15.4 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research previews the SOA 2018 Annual Meeting & Exhibit. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Exposure Draft: Pub-2010 Public Retirement Plans Mortality Tables

September 28, 2018 04:00 - 18 minutes - 15.6 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the Exposure Draft: Pub-2010 Public Retirement Plans Mortality Tables. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - 2017 Risks and Process of Retirement Survey

September 24, 2018 04:00 - 21 minutes - 17.2 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the 2017 Risks and Process of Retirement Survey . Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Research Volunteer Opportunities for Young Professionals

September 17, 2018 04:00 - 18 minutes - 15.2 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research, highlights the opportunites and benefits available for young professionals in the SOA Research Department Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results

September 10, 2018 04:00 - 16 minutes - 14.7 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the Policyholder Behavior in the Tail Risk Management Section Working Group Variable Annuity Guaranteed Benefits 2017 Survey Results Report . Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - U.S. Multiemployer Pension Updates

August 27, 2018 04:00 - 14 minutes - 12.3 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the following pension reports: U.S. Multiemployer Pension Plan Stress Metrics: PBC and PBCR U.S. Multiemployer Pension Plan Withdrawal Overview Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - 2018 SOA Valuation Actuary Symposium Preview

August 20, 2018 04:00 - 21 minutes - 16.5 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the 2018 SOA Valuation Actuary Symposium. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Actuarial Review of Insurer Insolvencies and Future Preventions

August 06, 2018 04:00 - 16 minutes - 13.4 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the research report, Actuarial Review of Insurer Insolvencies, Future Preventions. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - 2018 Actuarial Research Conference Preview

July 30, 2018 04:00 - 16 minutes - 14.1 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the 2018 Actuarial Research Conference (ARC). Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - United States Human Mortality Database

July 23, 2018 04:00 - 18 minutes - 15.1 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the United States Human Mortality Database. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Strategic Research Program Initiative - Aging & Retirement

July 09, 2018 04:00 - 22 minutes - 17.3 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the Strategic Research Program Initiative's Aging & Retirement Program. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Auto Loss Cost Trends

June 25, 2018 04:00 - 20 minutes - 17 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the research report, Auto Loss Cost Trends. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - 2018 Health Meeting Preview

June 18, 2018 04:00 - 29 minutes - 23 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research previews the Society of Actuaries 2018 Health Meeting. Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Living to 100 2020 Call for Papers

June 04, 2018 04:00 - 12 minutes - 10.1 MB

This podcast, hosted by R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlights the Living to 100 2020 Call for Papers . Please leave a review on iTunes if you've enjoyed this podcast!  If you have any questions, please contact [email protected].

Research Insights - Retirement Literacy Brief #2, Retirement Planning From Start to Finish

May 21, 2018 04:00 - 15 minutes - 13.8 MB

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 [email protected].

Research Insights – Improving the New Business Process Survey Report

May 14, 2018 04:00 - 16 minutes - 13.4 MB

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 [email protected].

Research Insights – US Population Mortality Observations - Updated with 2016 Experience

May 07, 2018 04:00 - 20 minutes - 17.1 MB

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 [email protected].  

Research Insights – 2018 Life and Annuity Symposium Preview

April 30, 2018 04:00 - 22 minutes - 17.8 MB

This podcast previews the Society of Actuaries 2018 Life and Annuity Symposium.

Research Insights - Strategic Research Program Initiative Overview

April 23, 2018 04:00 - 21 minutes - 4.96 MB

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

Research Insights - Understanding VM-20 Results

April 16, 2018 04:00 - 14 minutes - 11.4 MB

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

Research Insights - 2018 SOA Workable Innovations for Living Longer Contest

April 09, 2018 04:00 - 11 minutes - 6.03 MB

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

Research Insights - Annuity Factor Calculator

March 26, 2018 04:00 - 11 minutes - 10.6 MB

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

Research Insights - 2017 Universal Life with Secondary Guarantees Survey Summary

March 19, 2018 04:00 - 19 minutes - 4.31 MB

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.

Research Insights - Impact of VM-20 on Life Insurance Product Development

March 05, 2018 05:00 - 11 minutes - 10 MB

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

Research Insights - Longevity 13 Conference

February 26, 2018 05:00 - 17 minutes - 15.3 MB

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

Research Insights - 2018 Student Research Case Study Challenge

February 09, 2018 05:00 - 30 minutes - 29.5 MB

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

Research Insights - Post-Retirement Experiences of Individuals 85+ Years old

February 05, 2018 05:00 - 17 minutes - 14.3 MB

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

Research Insights - Seasonal Influenza in the United States 2016‐2017

January 22, 2018 05:00 - 17 minutes - 15.1 MB

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

Research Insights - NAIC Fall National Meeting 2017

January 08, 2018 05:00 - 11 minutes - 9.9 MB

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.

Research Insights - Special Holiday Season Series, Part 3

January 01, 2018 05:00 - 16 minutes - 13.4 MB

Senior SOA Research staff preview 2018 SOA Research.

Research Insights - Special Holiday Season Series, Part 2

December 25, 2017 05:00 - 14 minutes - 12.1 MB

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

Research Insights - Special Holiday Season Series, Part 1

December 18, 2017 05:00 - 13 minutes - 10.5 MB

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

Research Insights - Early Duration Claims

December 11, 2017 05:00 - 12 minutes - 11 MB

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

Research Insights - Living to 100 - Mortality Improvement

December 04, 2017 05:00 - 18 minutes - 4.3 MB

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.

Research Insights - The Future of Retirement in China

November 27, 2017 05:00 - 17 minutes - 15 MB

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.

Research Insights - GLTD Predictive Analytics Report and Data Podcast

November 20, 2017 05:00 - 15 minutes - 14 MB

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.

Research Insights - Living to 100 - Insights into Successful Aging

November 13, 2017 05:00 - 18 minutes - 16.5 MB

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.

Research Insights - Mortality Improvement Scale MP-2017

November 06, 2017 05:00 - 14 minutes - 12.7 MB

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.

Research Insights - Older Age Underwriting Practices Survey

October 30, 2017 04:00 - 16 minutes - 3.93 MB

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.

Research Insights -Hidden-Markov-Model

October 23, 2017 04:00 - 14 minutes - 12.1 MB

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.

Research Insights - Living to 100 - Senior Citizen in 2050

October 16, 2017 04:00 - 13 minutes - 12 MB

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.

Research Insights - Retirement Literacy Brief #1 - Health & Happiness

October 09, 2017 16:00 - 14 minutes - 12.6 MB

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...

Research Insights - Special Edition - SOA Annual Meeting Preview

October 02, 2017 04:00 - 22 minutes - 16.8 MB

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

Research Insights - U.S. Historical Population Mortality Rates 2000-2015

September 25, 2017 04:00 - 15 minutes - 13.6 MB

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.

Research Insights - Financial Wellness #3, Individual Strategies

September 18, 2017 04:00 - 25 minutes - 19.8 MB

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

Research Insights - Climate, Weather, and Environmental Sources for Actuaries

September 11, 2017 04:00 - 12 minutes - 10.6 MB

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 developmen...

Research Insights - Living to100 Challenges & Opportunities

September 04, 2017 04:00 - 14 minutes - 13.2 MB

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.***

Research Insights - Financial Wellness #2, Workplace Initiatives

August 28, 2017 04:00 - 23 minutes - 21 MB

In this episode the winning Financial Wellness essays in the Workplace Initiatives Category are discussed.