Research Insights, a Society of Actuaries Podcast

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the SOA Research Institute, speaks with the winning team of the 2026 Student Research Case Study Challenge from the University of New South Wales in Kensington, Australia: Vihaan Jain, Sarina Truong, Carol Zhang, Liya Ruan and Alan Steny. They are joined by Lisa Schilling, Director of Practice Research, who shares perspective on the development and coordination of the annual challenge. The conversation highlights how the winning team formed, what they learned from the experience, how they balanced the challenge with coursework and how they navigated the rigor of the competition. Listeners will also hear advice for future participants and gain insight into the volunteer-led effort behind the Student Research Case Study Challenge. Learn more about the SOA Research Institute's Student Research Case Study Challenge by visiting SOA.org, navigating to the Research Institute section and selecting Research Opportunities. There, listeners can explore finalist papers, participating teams, submissions and challenge materials.

In this episode of the Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, welcomes back Patrick Nolan, Senior Director of Experience Studies at the Society of Actuaries, for a lively conversation about Patrick's recent appearance on Jeopardy!. Patrick shares what it was like to compete against returning champion Jamie Ding during his 29-day winning streak, how contestants approach buzzer timing and wagering strategy, and what was going through his mind during key moments like the "San Marino" Daily Double and Final Jeopardy. Dale and Patrick also discuss the pacing, coaching, preparation and memorable behind-the-scenes elements of appearing on one of television's most iconic quiz shows. Listen in for a fun and insightful conversation about trivia, strategy, composure under pressure and the actuarial mindset on a national stage.

In honor of Earth Day, this episode of the Research Insights Podcast revisits a timely discussion from the Climate Change and Environmental Risks Series.  Originally published on April 5, 2021, the episode explores what environmental risk means today and why it matters for individuals, communities, and the organizations that serve them. From extreme weather to shifting climate patterns, these risks have growing implications for health, property, and economic security. For actuaries and risk professionals, understanding and translating environmental risk into actionable insight is increasingly essential. Listen now and reflect on the role of climate and environmental risk in shaping informed decisions—on Earth Day and beyond.

In this special episode of the Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, speaks with Patrick Nolan, Senior Director of Experience Studies at the Society of Actuaries, about Patrick's upcoming appearance on Jeopardy! Stepping away from actuarial research and experience studies for a lighter conversation, Patrick shares the story behind his journey from trivia fan to contestant on one of television's most iconic quiz shows. He discusses how his interest in trivia began, what the audition process was like, how he prepared for the experience, and whether any actuarial skills helped along the way. Listeners will also hear Patrick reflect on what it was like to be on the Jeopardy! set and offer advice for others who may dream of appearing on a quiz show themselves. Tune in for a fun and engaging episode that highlights a different side of an actuarial professional and celebrates the curiosity, discipline, and enthusiasm that can lead to unexpected opportunities.

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the SOA Research Institute, is joined by Geralyn Trujillo, Senior Director of Public Policy at the American Academy of Actuaries, for a recap of the 2026 NAIC Spring Meeting held in San Diego, March 22–25. Together, they discuss key highlights from the meeting and share insights from the SOA Research Institute's updates to NAIC committees, including experience studies, practice research, emerging risks, healthcare and long-term care topics, climate and weather-related research, and developments related to artificial intelligence and AI risk management. To explore additional highlights from recent NAIC meetings and other SOA Research Institute publications, visit SOA.org and review the Select Articles from SOA e-Newsletters page. Send us your feedback at [email protected]

In this episode of The Longevity Brief with Siegel and Clark, host Rose Northon is joined by Steve Siegel and Kara Clark from the Society of Actuaries Research Institute for a fast-paced update on the latest developments across the Aging & Retirement and Mortality & Longevity Strategic Research Programs. The conversation highlights recent research generating strong interest, including Impact of Climate Change Risk on Retirement: A Collection of Essays and International Reinsurance Landscape Overview for U.S. Life & Annuities. Steve and Kara also preview upcoming work on obesity's potential effect on future mortality trends, while sharing research opportunities, open calls, and ways for listeners to get involved. For actuaries, researchers, and industry professionals looking to stay current on emerging longevity, retirement, and mortality issues, this episode offers practical insights and a look at what is coming next from the SOA Research Institute.

In this classic episode of Research Insights, the discussion centers around the growing impact of predictive analytics and machine learning in actuarial science. The episode explores how actuaries are applying these tools in real-world modeling scenarios to uncover insights, improve decision-making, and navigate complex data environments. Listeners will gain a deeper understanding of what's possible with these technologies, as well as important considerations and potential pitfalls. Perfect for Pi Day—or any day you want to celebrate the power of numbers—this episode offers valuable takeaways whether you're a seasoned modeler or simply curious about how machine learning is shaping the business landscape. Tune in to revisit this insightful conversation and discover how data-driven innovation is transforming actuarial work.

In this second episode of The Longevity Brief with Siegel and Clark, host Rose Northon of the Society of Actuaries Research Institute is joined by Steve Siegel and Kara Clark, who lead the Society of Actuaries Research Institute's Aging & Retirement and Mortality & Longevity Strategic Research Programs. They share a quick, practical briefing on what's new and what's next—highlighting momentum around the Long-Term Care Wellness Primer, interest in the Longevity Illustrator (a helpful way to explore longevity assumptions), and what's "closest to takeoff" across both research programs, including upcoming work such as Long-Term Services and Supports—A Collection of Essays. The episode closes with additional quick hits on open calls and volunteer opportunities.

In this episode of the Society of Actuaries Research Institute's Research Insights Podcast, Dale Hall speaks with Michael Bean, FSA (also a member of the Casualty Actuarial Society and the Canadian Institute of Actuaries) about the 2026 Emerging Risk Survey Results. Drawing on input from 100+ senior risk leaders—including Chief Risk Officers, Chief Actuaries, lead consulting partners, and other C-suite decision-makers—Michael shares what risk executives see as most impactful in 2026 and what they believe could matter three or more years out. Listeners will hear why economic and geopolitical risks are driving near-term concern, why technological risks (especially adverse AI outcomes) dominate the longer-term view, and which risk combinations (like cyber + AI and financial volatility + AI) leaders believe could create the toughest scenarios to manage. 2026 Emerging Risk Survey Results

In this special International Women's Day episode of the Society of Actuaries Research Institute's Research Insights Podcast, host Kara Clark, Senior Practice Research Actuary, speaks with Adina Ciobotea, Partner and Switzerland Actuarial Service Leader at Oliver Wyman (Zurich, Switzerland). Together, they explore Adina's professional journey—her early influences, the women who have inspired her, the challenges she has faced, and the mindset and strategies that helped her navigate obstacles and grow as a leader. Listeners will also hear practical advice for young women pursuing ambitious goals and building meaningful careers in the actuarial profession.  

February is often associated with Valentine's Day—a time when many people reflect on partnerships, shared goals, and planning for the future together. In this classic Research Insights episode, the conversation revisits how those themes show up in real life through retirement planning and decision-making among early middle-aged adults. The episode explores what research reveals about balancing individual priorities with shared household goals, how couples and families navigate joint financial choices, and why decisions made during these years can have a lasting impact on long-term financial security and well-being. Tune in to hear key takeaways from the research—and consider how these insights can inform better planning and conversations at home.

Welcome to the inaugural episode of The Longevity Brief with Siegel and Clark—a new podcast series from the Society of Actuaries Research Institute designed to give listeners a periodic "sneak peek" at what's ahead in the Aging & Retirement and Mortality & Longevity Strategic Research Programs. Host Rose Northon, Research Communications Coordinator at the SOA Research Institute, is joined by two familiar voices: Steve Siegel, Senior Practice Research Actuary and head of the Aging & Retirement Strategic Research Program, and Kara Clark, Senior Practice Research Actuary and head of the Mortality & Longevity Strategic Research Program. In this kickoff conversation, Steve shares highlights from recent work—including findings from the Retirement Risk Survey, research on "solo agers," caregiving, and what's coming next (including new survey work and opportunities to get involved). Kara discusses key developments in mortality and longevity research, including updated socioeconomic mortality work, the SOA Longevity Illustrator's visibility, the Quarterly Mortality Monitoring Report, and upcoming research focused on older-age mortality and cardiovascular health. Tune in to hear what's gaining attention now—and what's on the horizon in longevity research.

In this episode of Research Insights, we revisit a conversation originally featured in the Young Professional Advisory Council (YPAC) Podcast Series. Host Tasso Buntivas, Vice Chair of YPAC, speaks with Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute. Dale provides an in-depth look into the SOA's research initiatives—from experience studies and practice research to emerging topics such as artificial intelligence, climate risk, and longevity modeling. He also explains how the SOA's research informs public policy, shapes industry practices, and delivers societal value. This engaging discussion offers valuable insight for both early-career and experienced actuaries interested in contributing to or better understanding the impact of actuarial research. Dale shares the many ways actuaries can get involved, regardless of background or experience level. Whether you're curious about how research priorities are set or seeking ways to contribute, this episode offers a compelling look at the people, process, and purpose behind SOA research.

In honor of Martin Luther King Jr. Day, this episode of the Research Insights Podcast invites listeners to reflect on equity, ethics, and professional responsibility. The episode revisits the compelling discussion titled "Race, Precept 1 & Professional Integrity: The Tale of Frederick L. Hoffman," which explores the historical context and actuarial implications of biased data and unethical practices. Through a thoughtful conversation, this episode challenges actuaries and professionals alike to examine the impact of historical bias in data, the role of Precept 1 of the Code of Professional Conduct, and how integrity must underpin actuarial work. As we commemorate Dr. King's legacy, we encourage listeners to think deeply about fairness, justice, and the responsibilities that come with professional designation. Listen now and join the ongoing dialogue on ethics and equity in the actuarial profession.

In this special episode of the Society of Actuaries Research Insights Podcast, Lisa Schilling, Director of Practice Research at the SOA Research Institute, is joined by four members of the Student Research Case Study Challenge (SRCSC) Committee: Elizabeth Alleman, Carlos Arocha, Russell Hendel, and Lisa Ullman. Together, they share valuable advice and insider tips to help students around the world prepare for the annual Student Research Case Study Challenge. From advice on writing clearly and concisely for a business audience to strategies for managing imperfect data and working effectively in teams, this episode provides a comprehensive guide to excelling in the challenge. The conversation also covers how submissions are judged, how non-native English speakers can succeed, and the important role of faculty advisors. To learn more about the Student Research Case Study Challenge and access current and past cases, visit: https://www.soa.org/research/opportunities/2026-student-research-case-study-challenge/

Availability, Affordability, and Adequacy of Insurance in Areas Impacted by Climate-related Risks In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the SOA Research Institute, speaks with Peter J. Sousounis, PhD—author of the October 2024 SOA report—and Ian Genno, FSA, FCIA, CERA, Chair of the Catastrophe and Climate Research Selection Committee. Together, they explore the challenges and potential solutions surrounding insurance availability, affordability, and adequacy in regions affected by climate-related risks. The conversation draws from insights gathered during an expert panel session that informed the report. Key themes include rising premiums, underinsurance, regulatory limitations, and the growing role of predictive modeling and AI in assessing and managing catastrophe risk. They also discuss innovative insurance models such as parametric insurance, the importance of public-private partnerships, and the future outlook for the insurance industry as climate events increase in frequency and severity. To explore the full report and additional catastrophe and climate research, visit:  https://www.soa.org/resources/research-reports/2024/ins-availability-climate-risk-areas/

In the Mix for 2026: Research Goals and Personal Milestones from the Research Institute Kick off the new year with Part 2 of the Society of Actuaries Research Institute's Holiday Season podcast series, hosted by Dale Hall, Managing Director of Research. In this special episode, Dale is joined by a full panel of SOA researchers and team members—including Achilles Natsis, Joe Alaimo, Kara Clark, Lisa Schilling, Nicole Anagnos, Patrick Nolan, Philip Adams, Rob Montgomery, and Steve Siegel—as they look ahead to 2026. Each guest shares professional ambitions across key areas like health care, mortality, annuities, AI, climate, and retirement—along with a few fun personal resolutions for the year ahead. From expanding research on GLP-1s and longevity to launching new studies in mortality and long-term care, this episode is filled with energy, insights, and optimism for the actuarial profession in 2026. 🎧 Start your year with purpose, perspective, and a podcast that brings the future into focus. For feedback or ideas, email us at [email protected] 

In this special holiday episode of the Society of Actuaries Research Institute's Research Insights Podcast, host Dale Hall, Managing Director of Research, is joined by the full research team to reflect on the biggest developments of 2025. Featuring voices from across the Institute—including Achilles Natsis, Joe Alaimo, Kara Clark, Lisa Schilling, Nicole Anagnos, Patrick Nolan, Philip Adams, Rob Montgomery, and Steve Siegel—this festive episode highlights key research across areas such as artificial intelligence, climate risks, mortality and longevity, diversity and inclusion, health care trends, retirement, and more. The team shares personal reflections, professional milestones, and insights into some of the year's most impactful research projects—from the ACA@15 report and AI in health care, to experience studies and socioeconomic mortality trends. Major global and actuarial risks are also revisited, including climate events, geopolitical shifts, and the rise of advanced AI technologies. 🎧 Don't miss this celebratory wrap-up and reflection on the year that was.

In this December Classic episode of Research Insights, host Dale Hall revisits a timely and impactful conversation originally released on July 23, 2018. The episode explores the U.S. Human Mortality Database and highlights the critical value of long-term, reliable mortality records in understanding population health. As we mark Universal Health Coverage Day this December, this episode serves as a compelling reminder that strong health systems depend on strong data. From identifying mortality patterns to analyzing longevity trends, this discussion offers insights that are essential for designing equitable and sustainable health coverage for all. Listeners will hear how mortality data shapes policy and actuarial practice—and why it matters now more than ever.

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the SOA Research Institute, welcomes Geralyn Trujillo, Senior Director of Public Policy at the American Academy of Actuaries. Together, they provide an insightful recap of the 2025 NAIC Fall Meeting held in Hollywood, Florida, December 8-11, 2025. The discussion covers key takeaways from the meeting, including updates from the SOA on climate-related research such as climate-induced migration, sea level rise, and wildfires, as well as important developments in long-term care experience studies and global mortality experience studies from Canada and China. Tune in for a deep dive into the issues shaping regulatory, policy, and actuarial landscapes in the U.S. and globally.

Classic Replay: Medicaid Managed Care – Considerations in Calculating Margin In recognition of National Family Caregivers Month, we're re-releasing this classic episode from June 26, 2017. Dale Hall, Managing Director of Research at the Society of Actuaries, is joined by Steve Siegel, SOA Research Actuary, and Sarah Tepema of Health Care Service Corporation. The conversation explores the SOA's report "Medicaid Managed Care Organizations: Considerations in Calculating Margin in Rate Setting." Listeners will gain insight into how states structure capitation rates for MCOs, how margins are defined and used beyond just profit, and the real-world impacts these margins have on Medicaid programs—especially important for populations relying heavily on caregivers. For more information on this report visit:  https://www.soa.org/resources/research-reports/2017/medicaid-margins/

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries, explores the 2019 Individual Life Insurance Mortality Experience Report with two expert guests: Jim Toole, FSA, CERA, MAAA, Chief Luminary at Aurora Actuarial, and Philip Adams, FSA, CERA, MAAA, Senior Experience Studies Actuary at the SOA Research Institute. They discuss the significant shifts in mortality trends from 2012 through 2019, including the dominance of level premium term insurance, the introduction of expanded preferred underwriting classes, and the increase in older age issue ages. The conversation also highlights the transition of data collection from MIB to the NAIC, and how predictive analytics like boosted decision trees and vine copulas were leveraged for data validation and insights. Actuaries will find insights into how these findings can support pricing, reserving, and risk management efforts, along with resources such as Tableau dashboards and downloadable text files that make data analysis more accessible. With post-2019 data expected soon, this episode offers timely reflections on the evolving landscape of individual life insurance mortality. Access the report and related materials by visiting the SOA website at:  https://www.soa.org/resources/research-reports/2025/us-historical-mortality-rates/ 

In this episode of the Society of Actuaries Research Insights Podcast, host Kara Clark, Senior Research Actuary at the SOA Research Institute, is joined by Al Klein, Principal and Consulting Actuary at Milliman, and Erik Pickett, Actuary and Chief Content Officer at Club Vita. Together, they discuss Chapter 10: Catastrophes from the paper Long-Term Drivers of Future Mortality, authored by Yair Babad and Al Klein for the 2023 Living to 100 Symposium. This episode dives into the complex and varied effects that catastrophes—natural, man-made, and biological—have on mortality. Topics include wildfires, droughts, war, terrorism, pandemics, and the challenges actuaries face when modeling these unpredictable yet impactful events. This is the final chapter in the podcast series based on this important research paper. To explore the full series and access the original report, visit the landing page:  https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/  🎧 Tune in to gain key takeaways on how to incorporate catastrophic risk into future mortality projections.

Classic Replay: Takaful—An Alternative Approach to Insurance In recognition of the International Day for the Eradication of Poverty, the Society of Actuaries Research Institute is re-releasing a compelling episode from the Research Insights Podcast archive: "Takaful: An Alternative Approach to Insurance." In this conversation, Dale Hall, Managing Director of Research at the SOA Research Institute, sits down with consulting actuary and author Shariq Sikander, FSA, FPSA, CERA, to explore how Takaful—a Shari'ah-compliant, cooperative insurance model—embodies principles of ethical investing, surplus sharing, and community support. Together, they discuss how this values-based system not only aligns with cultural and religious beliefs but also promotes financial inclusion and poverty alleviation across global markets. As we reflect on the importance of economic empowerment and access to financial protection, this classic episode reminds us how innovation in insurance can help build more equitable systems—ones designed to serve, not just insure. Tune in to revisit this thought-provoking discussion and consider how alternative frameworks like Takaful might inspire the next chapter of inclusive financial solutions. Landing page:  https://www.soa.org/resources/research-reports/2024/takaful-alternative-approach/ Send us your feedback at [email protected]

In this episode of the Research Insights Podcast, host Kara Clark, Senior Practice Research Actuary, is joined by returning guests Al Klein, Principal and Consulting Actuary at Milliman, and Erik Pickett, Actuary and Chief Content Officer at Club Vita. Together, they explore Chapter 9 of the SOA Research Institute's paper, Long-Term Drivers of Future Mortality, which focuses on the environment's influence on mortality. This compelling conversation unpacks how pollution, chemical exposure, and climate-related events such as heatwaves, floods, and droughts are shaping mortality risks—both today and in the future. With a focus on geographic disparities and socioeconomic vulnerability, the discussion also highlights the actuarial implications of these long-term environmental trends. This podcast is part of a special series supporting the SOA Research Institute paper Long-Term Drivers of Future Mortality. 📘 Explore the full report and other chapters Send us your feedback at [email protected]

Classic Replay: Actuaries with Unconventional Second Acts In celebration of International Literacy Day, the Society of Actuaries Research Institute is re-releasing a standout episode from the Research Insights Podcast archive. This inspiring conversation features actuarial "rock stars" Greg Jacobs and Shane Chalke, who share their extraordinary career journeys and the second acts that followed. Greg found new purpose as a scuba instructor, while Shane transitioned into the world of jazz music! Hosted by Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, this episode explores how storytelling and life experiences contribute to professional literacy. Tune in for a fresh listen to this memorable episode that reminds us how actuaries can turn their analytical skills into creative, purpose-filled pursuits. Send us your feedback at [email protected]

In this episode of the Society of Actuaries Research Insights Podcast, host Dale Hall, Managing Director of Research at the SOA Research Institute, welcomes Geralyn Trujillo, Senior Director of Public Policy at the American Academy of Actuaries. Together, they provide a timely and insightful recap of the NAIC Summer Meeting, held August 10–13, 2025, in Minneapolis. This episode highlights key regulatory discussions, actuarial research presented at CASTF, HATF, and LATF, and emerging issues such as climate-induced migration, the application of machine learning and high-resolution imagery in property insurance, and updated experience studies across disability, annuity, life, and long-term care lines. Listeners are encouraged to explore more details from the meeting once the recap is published by visiting the SOA Select Articles from E-Newsletters landing page.  Tune in for expert insights on where actuarial science meets public policy! Send us your feedbback at [email protected] 

In this episode of the Research Insights Podcast, Kara Clark, Senior Practice Research Actuary at the Society of Actuaries Research Institute, is joined by Al Klein, Principal and Consulting Actuary at Milliman, and Erik Pickett, Actuary and Chief Content Officer at Club Vita, to explore Chapter 8: Technological Advances from the paper Long-Term Drivers of Future Mortality. This engaging conversation examines how emerging technologies — including wearable tech, bioelectronics, robotics, nanotechnology, predictive analytics, and artificial intelligence — are influencing longevity and reshaping the future of mortality forecasting. Through a lively and insightful discussion, the hosts highlight both the opportunities and challenges posed by technology. Topics range from health-monitoring wearables to ethical concerns around AI and equity of access. This episode provides valuable considerations for actuaries modeling the long-term impacts of rapidly evolving innovations. This podcast is part of a special series supporting the SOA Research Institute paper Long-Term Drivers of Future Mortality. To read the full report, visit the landing page here. 📘 Explore the full report and other chapters Send us your feedback at [email protected]

🦁 It's World Lion Day—and we're thinking bigger than the savannah. Climate change doesn't just impact ecosystems—it shakes global financial systems too. That's where actuaries come in. In our featured episode, "Implications for Actuaries from the ISSB and Global Climate-related Financial Disclosure Standards," we talk with Warren Rodericks, FSA, FCIA, about how actuaries can apply their skills to climate scenario modeling, data interpretation, and risk analysis—key tools in understanding the broader impact of climate risk on everything from portfolios to planet. Let's protect the world's ecosystems—one model at a time. Questions or comments? Email us at [email protected]. Report Landing Page:  https://www.soa.org/resources/research-reports/2024/issb-fin-disclosure-standards/

Long-Term Drivers of Future Mortality – Medical Advances Guests: Al Klein, Principal and Consulting Actuary, Milliman Erik Pickett, Actuary and Chief Content Officer, Club Vita In this episode of the Research Insights podcast, Kara Clark is joined by Al Klein and Erik Pickett to explore Chapter 7 of the report Long-Term Drivers of Future Mortality. This chapter dives into the crucial role medical advances play in shaping future mortality trends. The discussion covers major 20th-century breakthroughs, today's promising developments in genetics, biomedicine, medical technology, and electronic health records—and the barriers that could limit their impact. With a forward-looking perspective, the guests reflect on how actuaries can model mortality improvements while accounting for accessibility, adoption rates, and societal behavior. 📘 Explore the full report and other chapters Send us your feedback at [email protected]

This classic edition of the Research Insights Podcast, originally published in July 2020, revisits a timely discussion on the ethical use of artificial intelligence in actuarial work. Guest host Gwen Weng, FSA, speaks with the late Neil Raden—founder of Hired Brains and author of the featured report. We republish this episode in tribute to Neil's thoughtful contributions to the profession. Neil Raden Obituary Questions or comments? Email us at [email protected]  Report Landing Page:  Ethical Use of Artificial Intelligence

In this special episode of the Research Insights Podcast, Dale Hall, Managing Director of the Society of Actuaries Research Institute, honors the legacy of James C.H. Anderson—a pioneering actuary and visionary in the insurance world. Joining Dale are four esteemed guests who personally knew and worked with Jim: Jay Jaffe, FSA, MAAA, President of Reinsurance Administration, Ltd. Jim MacGinnitie, former President at Tillinghast Mike Tuohy, Managing Director at Tillinghast Ron Butkiewicz, CEO of First Penn Pacific Together, they reflect on Jim's groundbreaking contributions, including his revolutionary work in gross premium calculations, profit measurement, and the development of Universal Life products. From his early days at Abbey Life to influential consulting roles in London and Atlanta, Jim's ideas reshaped insurance regulation, product development, and actuarial practice for decades to come. Further Resources to Explore James C. H. Anderson's Legacy: Gross Premium Calculations and Profit Measurement for Nonparticipating Insurance James C. H. Anderson ASA, MAAA, FCA 1975 November Edition of Emphasis – The Universal Life Insurance Policy  James C. H. Anderson ASA, MAAA, FCA Insurance Hall of Fame Profile James C. H. Anderson ASA, MAAA, FCA Transactions of Society of Actuaries, 1993 VOL. 45 – Obituary James Charles Henry Anderson Send us your feedback at [email protected]

In Episode 6 of the Society of Actuaries Research Institute's podcast series Long-Term Drivers of Future Mortality, Kara Clark is joined by Al Klein, Principal and Consulting Actuary at Milliman, and Erik Pickett, Actuary and Chief Content Officer at Club Vita, to discuss the pivotal role of health care in shaping future mortality outcomes. Drawing from the SOA Research Institute report presented at the 2023 Living to 100 Symposium, this episode dives into Chapter 6, which examines health care systems across the globe—from universal government-funded models to private nonuniversal systems—and their implications for access, treatment, prevention, and long-term outcomes. The conversation explores technological innovation, systemic disparities, and the actuarial lens on future health care challenges. 📘 Access the full report and explore all podcast episodes here: https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/ Send us your feedback at [email protected]

In honor of National Safety Month, the Society of Actuaries is re-releasing its very first Research Insights podcast — a foundational conversation that still resonates today. Dale Hall, FSA, CERA, MAAA, Managing Director of Research, introduces the episode, which highlights the findings from the 2017 SOA report, "Analysis of Opioid Overdose Death Trends in the United States." This conversation explores key mortality trends, risk factors, and how actuarial analysis can support public health efforts, especially in tackling the opioid crisis. It's a timely reflection during a month dedicated to reducing preventable harm. Explore the original report here: https://www.soa.org/resources/research-reports/2017/2017-opioid-overdose-deaths-us/ Send us your feedback at [email protected]

In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research and Lisa Schilling, Director of Practice Research, at the SOA Research Institute, are joined by the 2025 Student Research Case Study Challenge champions from the University of Waterloo—William Zhang, Ki Yan Chan, and Kevin Jiang. These future actuaries—competing as Team Factuarial—share their winning experience, from initial exploration of complex flood insurance datasets to delivering clear, policy-relevant recommendations. They reflect on their challenges, the insights gained through expert mentorship, and how the competition has shaped their perspective on actuarial work beyond numbers and into public policy. Learn more about the competition, review finalist papers, and discover how to get involved in next year's challenge by visiting the landing page:  https://www.soa.org/research/opportunities/2025-student-research-case-study-challenge/ Send us your feedback at [email protected]

In the fifth episode of the Society of Actuaries Research Institute's special podcast series on the Long-Term Drivers of Future Mortality, host Kara Clark, Senior Practice Research Actuary, is joined by Al Klein, Principal and Consulting Actuary at Milliman and co-author of the featured report, and Erik Pickett, Actuary and Chief Content Officer at Club Vita. This episode explores diseases as critical drivers of future mortality. Topics include chronic conditions like cardiovascular disease, diabetes, and cancer; mental health and neurodegenerative diseases; and the ongoing threats of infectious diseases and pandemics. The speakers highlight how evolving medical treatments, shifting demographics, and public health infrastructure influence mortality projections—and the implications these have for actuaries. This conversation is grounded in Chapter Five: Diseases from the report, Long-Term Drivers of Future Mortality, originally presented at the 2023 Living to 100 Symposium. 📘 Explore the full report and access the entire podcast series here: https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/ Send us your feedback at [email protected] 

In this special classic episode of Research Insights, we revisit a powerful discussion from May 2020, when the world was grappling with the mental health effects of the COVID-19 pandemic. Five years later, this conversation is still as relevant as ever. As we observe Mental Health Awareness Month, we're spotlighting how actuarial research intersects with mental health trends—and why those insights still matter today.  Whether you're in the actuarial field or simply someone who values mental well-being, this episode offers a thoughtful, data-informed perspective on the challenges we continue to face. For mental health support, visit MentalHealth.gov or call or text 988. Visit the Landing Page:  Mental Health Trends and COVID-19

🎙️ New Episode Alert! 🎙️ In this episode, we learn that although inequality, per se, is not a direct driver of future mortality, it is an underlying cause of many other important drivers.  Don't miss out on this insightful and thought-provoking discussion! 🎧✨   Discover fascinating insights from the report and learn about the broader spectrum of drivers and environments that impact long-term projections. 🔍   Landing Page:  https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/   Tune in and share your thoughts:   [email protected] ✨

Hello and welcome!   We have a great episode for you today. Our guest is Geralyn Trujillo, Senior Director of Public Policy at the American Academy of Actuaries. She and our host, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, will be walking us through key takeaways from the recent NAIC 2025 Spring Meeting, held in Indianapolis from March 23 to March 26. If you're looking for a clear and thoughtful recap, you're in the right place. Let's get started! SOA e-Newsletter:  NAIC Spring 2025 Meeting Recap Send us your feedback at [email protected] 

Welcome to the April edition of Research Insights Classic, where we revisit some of our most impactful discussions. In this episode, we delve into the findings from two 2017 reports on climate, weather, and environmental sources. These comprehensive studies explore the intricate relationships between climate patterns and their effects on various sectors, providing valuable insights for researchers and policymakers alike. Join us as we re-release this enlightening conversation, shedding light on the critical data and methodologies that continue to shape our understanding of climate risks and opportunities. Climate, Weather and Environmental Sources for Actuaries Climate Sources for Actuaries Send us your feedback at [email protected]

🎙️ Long Term Drivers of Future Mortality – A Podcast Series - Chapter 3 - Lifestyle 🌟 In this exciting episode, we dive deep into the world of lifestyle choices and their impact on future mortality rates. 🏃‍♂️🍎  Don't miss out on this insightful and thought-provoking discussion! 🎧✨   Series Landing Page:  https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/   Tune in and share your thoughts:   [email protected] 🌟👂📈

Good afternoon Listeners!  We have a great Research Insights Podcast Classic to bring to you today. In honor of International Women's Day, which is observed on March 8 every year, we thought it fitting to bring to you our first International Women's Day podcast which aired on March 8, 2024.  Listen to Jenny Haid and Eileen Luxton talk about their interesting professional and personal journeys and the women who inspired them along the way!  Enjoy this Research Insights Podcast Classic!   Send us your Feedback!  [email protected]

Unlock the secrets to optimizing your organization's retirement plans with our latest Research Insights Episode! 🎙️ 📊 Join Haig Nalbantian, Co-President/Co-Founder of Workforce Sciences Institute, and David Rosenblum, FSA, EA, FCA, and Managing Director at Agilis, as they dive into a data-driven framework tailored to your unique strategy. Discover how economic and workforce trends impact plan effectiveness and learn to prioritize critical changes for maximum impact. Tune in to transform your approach and drive your organization's success! 🚀💼   Visit the landing page and read the report:  https://www.soa.org/resources/research-reports/2025/workforce-impact-retirement-plans/    Send us your feedback:  [email protected]

🎙️ Special Episode Alert! 🎙️ Celebrate International Women's Day with us on the Society of Actuaries Research Insights Podcast! 🌟 Join our Guest Host Sherry Chan, FSA, MAAA, EA, FCA as she chats with Karen Burnett, FSA, FCIA and Si Xie, FSA, CERA, FCIA about their inspiring journeys in the actuarial field. 🚀👩‍💼   Discover their stories, challenges, and the women who have inspired them along the way. 🌸✨ Don't miss this empowering conversation!   Tune in now and be inspired! 🎧💪   Send us your feedback at [email protected]

🎙️ New Episode Alert! 🎙️ Join us on the Society of Actuaries Research Insights Podcast as we interview the esteemed Yair Babad, Professor (Emeritus) at the University of Illinois, Chicago, who is one of the authors of the Long-Term Drivers of Future Mortality report! 🌍 ✨ Discover fascinating insights from the report and learn about the broader spectrum of drivers and environments that impact long-term projections. 📊🔍 Don't miss this enlightening conversation with Yair, who dropped by the SOA while on his nationwide visit, as he shares his expertise on mortality, morbidity, and the evolving role of actuaries. 🌟👨‍🏫   Tune in now and stay informed! 🎧📈   Send us your feedback at [email protected]

Episode 2 of our podcast series "Long Term Drivers of Future Mortality" is now live! 🎉 Dive into the fascinating topic of Aging, the most significant driver of mortality. Don't miss out on this insightful discussion!   Tune in and share your thoughts:   [email protected] 🌟👂📈   Landing Page:  https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/

Good afternoon Listeners!  We have a great Research Insights Podcast Classic to bring to you today. In observance of American Heart Month, we thought it fitting to bring to you "Modeling and Forecasting Premature Cardiovascular Mortality:  The Role of Obesity and Education," which was originally released on April 19, 2024.  Cardiovascular disease is the leading cause of death and so has a significant impact on overall mortality and life expectancy trends in the population.  Enjoy this Research Insights Podcast Classic!   Report Landing Page:   https://researchinsights.libsyn.com/modeling-and-forecasting-premature-cardiovascular-mortality   Send us your Feedback!  [email protected]

Calling all Listeners!  Join us on a thought-provoking journey through Long Term Drivers of Future Mortality – A Podcast Series with Al Klein and Erik Pickett. Each episode dives into a chapter of this insightful paper, making complex mortality trends accessible and engaging. Perfect for actuaries, underwriters, insurers, and anyone interested in the future of public health. Tune in monthly for expert discussions and interactive learning.   Landing Page: https://www.soa.org/resources/research-reports/2025/longterm-drivers-futuremort-podseries/   Send us your feedback:  [email protected]

The Society of Actuaries (SOA) Research Institute holds an annual Student Research Case Study Challenge, which provides an opportunity for teams of students to apply their actuarial skills on a real-world problem in a business setting.  The 2025 Student Research Case Study has just been released!  If you are up to the challenge, review the materials, listen to the podcast, and get to work! Visit the Case Study Challenge landing page today:  https://www.soa.org/research/opportunities/2025-student-research-case-study-challenge/ 

Hello Listeners!  In this classic episode, we heard from two esteemed actuaries: John Bertko, FSA, MAAA, an independent actuarial consultant serving as the Chief Actuary with Covered California, and Steve Goss, ASA, MAAA, the Chief Actuary at the Social Security Administration discussing the implications of a new U.S. administration on actuarial practice.  This podcast originally published in January 2021, capturing the thoughts and perspectives of our experts during a pivotal time of transition. We hope you enjoy this insightful discussion and find it as relevant today as it was when it first aired.  Sit back, relax and enjoy this Research Insights Classic!