Research Insights, a Society of Actuaries Podcast

The Society of Actuaries 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 2024 SOA Research Institute Student Research Case Study has just been released! Listen to this podcast and then get to work! 2024 SOA Research Institute Student Research Case Study Challenge landing page: https://www.soa.org/research/opportunities/2024-student-research-case-study-challenge/

It's that time again! It's time for our Society of Actuaries, Research Institute, Research Insights Podcast Classic edition. The Federal Trade Commission has declared January 29 through February 2 as Identity Theft Awareness Week. We chose the 11th Annual Survey of Emerging Risks, first published in January of 2019, to align with this observance. Listen to Max Rudolph talk about the emergence of cyber risk as it rose to become the top risk according to survey respondents. Enjoy this Research Insights Podcast Classic! Landing Page: https://researchinsights.libsyn.com/11th-annual-survey-of-emerging-risks

It's that time again Listeners! Time for another episode of the Society of Actuaries Research Institute Research Insights Podcast! We have a fantastic episode today—meet Andrew Ngai, Actuary and Microsoft Excel World Champion in 2023! Hear Andrew talk about his exciting win in the esports event that took place in Las Vegas in December of 2023!

Hey there Listeners--Happy New Year and Welcome to 2024! We have a special Research Insights Podcast Holiday Edition this morning - What's in Store for 2024. Hear Achilles Natsis, Cindy MacDonald, Dale Hall, Kate Eubank, Lisa Schilling, Patrick Nolan, Pete Miller, Rob Montgomery and Ronora Stryker look ahead at their personal and professional goals for 2024. Send us your feedback at [email protected] Visit the Research Institute: https://www.soa.org/research/research-institute/

Happy Holidays from the Research Institute! Hey there Listeners, we have a special Research Insights Podcast Holiday Edition this morning - 2023 - A Year in Review. Hear Achilles Natsis, Cindy MacDonald, Dale Hall, Kate Eubank, Lisa Schilling, Patrick Nolan, Pete Miller, Rob Montgomery and Ronora Stryker look back at their personal and professional highlights from 2023. Send us your feedback at [email protected] Visit the Research Institute: https://www.soa.org/research/research-institute/

Hey there Listeners! It's time for our Society of Actuaries Research Insights Podcast Classic edition. Tomorrow is Mathematics Day, which originated in India and was centered around one man, Srinivasa Ramanujan, who was born on December 22, 1887, and who made some important contributions to the discipline. In honor of Mathematics Day, we are presenting our Data Analysis Contest podcast originally published in 2019. Hear the first-place winner, Tommy Steed, talk about his experience. We hope you enjoy this Research Insights Podcast Classic! Landing Page: https://www.soa.org/research/opportunities/2018-data-analysis-contest/

Hello Listeners and greetings from InsurTech Connect (ITC) Las Vegas! Today's episode of the Society of Actuaries Research Institute Research Insights Podcast was recorded live from Booth 2477 on November 1 at the ITC Vegas 2023 convention at the Mandalay Bay Resort. Listen to host Dale Hall, Managing Director of Research at the SOA Research Institute and guests James Lynch, Chief Data Officer, ReMark and David Suetterle, Chief Digital and Innovation Officer at SCOR talk about what is new and on display in the Exhibit Hall at ITC Vegas 2023! Actuarial Innovation & Technology Strategic Research landing page: https://www.soa.org/programs/act-innov-tech/ Send us your feedback at [email protected]

Hello Listeners and welcome to the Society of Actuaries Research Institute Research Insights Podcast! Today's episode is focused on the report "Zero-Knowledge Proofs: Emerging Opportunities for the Insurance Industry." Listen to Petar Jevtic, Associate Professor at Arizona State University, talk about the diverse applications and emerging opportunities that ZKPs offer to the insurance community, especially in the health insurance space. Report Landing Page: https://www.soa.org/resources/research-reports/2023/zero-knowledge-proof/ We welcome feedback! [email protected]

Hey there Listeners! We have another great Society of Actuaries Research Institute Research Insights Podcast episode today discussing the upcoming 28th Conference of the Parties to the United Nations Framework Convention on Climate Change, or COP28, which is being held in the city of Dubai, United Arab Emirates, Thursday, November 30, 2023, through Tuesday, December 12, 2023. Listen to host Dale Hall, Managing Director of Research here at the SOA talk with Rade Musulin, Principal at Finity Consulting in Sydney Australia, and Actuaries Institute's Actuary of the Year for 2023, talk about the upcoming COP28 conference. SOA Research Institute landing page: https://www.soa.org/research/research-institute/ We welcome feedback! [email protected]

Greetings Listeners! It's time for our Research Insights Podcast Classic edition. November is Family Caregivers month, so we pulled out of our archives a very popular podcast named "An Actuarial Perspective on the Relationship of Patient Centered Medical Homes and Healthcare Costs." Hear Achilles Natsis, Greger Vigen, and Susan Pantely explain the actuary's role in estimating the financial impact of primary care programs as well as what key issues actuaries should consider when estimating the financial impact of their employers' and clients' own primary care programs. We hope you enjoy this Research Insights Classic! Landing Page: https://www.soa.org/resources/research-reports/2021/patient-centered-medical-homes/

Hey Listeners—it's that time again! Time for another episode of the Society of Actuaries, Research Institute, Research Insights Podcast! Hear Patrick Wiese, ASA and Lead Modeling Researcher here at the Research Institute talk about the report "Actuarial Weather Extremes Series: Record-Setting Heat Across Three Continents in July 2023." This report is part of a series of reports which identify and summarize unusual or extreme single-day or multi-day weather events which are significant in an historical context. Landing Page: https://www.soa.org/resources/research-reports/2019/weather-extremes/

It's that time again Listeners! Time for another episode of the Society of Actuaries Research Institute Research Insights Podcast! We have another great episode today discussing the Research Institute report "Retirement Planning and Decision-Making Among Early Middle-Aged Adults." Hear Guest Mathew Greenwald, Founder at Greenwald Research, talk about the insights gained including the factors that influence the savings and retirement planning of 35- to 45-year-olds. Report Landing Page: https://www.soa.org/resources/research-reports/2023/ret-planning-early-mid-age-adults/

Hello there Listeners! You guessed it—it's time for another Society of Actuaries Research Institute Research Insights Podcast! We have a special guest today who just gave a presentation at our 2023 ImpACT Conference. Hear Jay Jaffe, President at Actuarial Enterprises, Ltd., talk about his presentation "Race, Precept 1 & Professional Integrity: The Tale of Frederick L. Hoffman" which is a case study on the use of race in U.S. mortality analysis and insurance rating.

Good morning Listeners! We have another great Society of Actuaries Research Institute Research Insights Podcast episode today discussing the report "The Role of Insurers in Developing the Third Pillar of China's Pension System." Hear one of the authors of the report, Mengyi Xu, Assistant Professor at Purdue University, give valuable insights and recommendations that can optimize the participation of insurance companies, enhancing the long-term sustainability and effectiveness of China's pension system. Landing Page: https://www.soa.org/resources/research-reports/2023/insurers-developing-third-pillar/

Greetings Listeners! It's time for our Research Insights Podcast Classic edition. October is National Retirement Security month, so we are republishing a very popular podcast named "Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age." Listen to the authors talk about the research they conducted to create the Guide "Thinking Ahead Roadmap." Sit back and enjoy this Society of Actuaries, Research Institute, Research Insights Podcast Classic edition! Report Landing Page: https://www.soa.org/resources/research-reports/2020/thinking-ahead/

Hello Society of Actuaries Research Institute, Research Insights Podcast Listeners! We have another great episode today discussing the Research Institute report "Informal Caregiving: Measuring the Cost and Reducing the Burden." Hear Guest Host Steve Siegel, Senior Practice Research Actuary at the Research Institute and Guest Matthew Smith, Consulting Actuary with Milliman talk about informal caregiving and its impacts on employees, employers, and other stakeholders. Report Landing Page: https://www.soa.org/resources/research-reports/2023/informal-caregiving-reducing-burden/

Hey there Listeners—welcome back! We have another great episode today discussing the Society of Actuaries Research Institute report "Megatrends Impacting the Future of Retirement Plans." Hear the conversation between guest Jared Weiner, Executive Vice President & Chief Strategy Officer at The Future Hunters and host Dale Hall, Managing Director of Research here at the Research Institute talk about megatrends and potential paradigm shifts, and how they may impact the future of retirement and retirement plans. Landing Page: https://www.soa.org/resources/research-reports/2023/megatrends-impacting-retirement/

Welcome back Listeners! We have another great episode today focusing on Cyber Risk. Listen to the conversation between our guest Unal Tatar, Assistant Professor of Cybersecurity at the University of Albany talk about the report series "Catastrophic Cyber Risk: An Expert Panel Discussion Series" with Dale Hall, Managing Director of Research here at the Research Institute. Landing Page: https://www.soa.org/resources/research-reports/2023/cat-cyber-risk/

Greetings Listeners! It's time for our Research Insights Podcast Classic edition. September is back to school month, so we are republishing our 2021 Student Research Case Study Challenge podcast first published on June 28, 2021. Listen to the team members from the winning team from Indiana University: Alex Farrar, Eric Herbst, and Michael Mosley talk about how they overcame obstacles and challenges to become the winners. Sit back, listen, and enjoy this Research Insights Podcast Classic!

Time to tune in to another great episode of the Society of Actuaries Research Institute Research Insights Podcast! Listen to the conversation between Fred Andersen, Chief Life Actuary at Minnesota Department of Commerce and Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute talk about the evolution of the SOA's Experience Studies and the importance of the work of Regulators. Society of Actuaries Research Institute: https://www.soa.org/research/research-institute/

Don't miss our latest episode of the Research Insights Podcast straight to you from the Research Institute at the Society of Actuaries! Listen to guest Stewart Foley, Founder and Managing Partner at InsuranceAUM.com, and Dr. Andrew Aziz, Chief Strategy Officer & Head of Product at SS&C Algorithmics, discuss current trends in the insurance asset management industry with host Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute. InsuranceAUM.com landing page: https://insuranceaum.com/ SOA Research Institute: https://www.soa.org/research/research-institute/

Listen to Tim Geddes, FSA, EA, MAAA and Managing Director at Deloitte talk about the Society of Actuaries Research Institute report "What Retirement Plan Features Do Employees Really Want?" This report provides important observations for employers and other retirement stakeholders as they assess retirement plans. After listening to the podcast, check out the Choice Simulator Tool on the landing page link below. Podcast: Report landing page: https://www.soa.org/resources/research-reports/2023/ret-plan-features-emp-want/

Greetings Listeners! Time to tune in to another episode of the @Society of Actuaries Research Institute Research Insights podcast! Listen to Victoria Zhang, FSA, FCIA, and Director at Sun Life talk about the data challenges of building facial recognition technology. Report landing page: https://www.soa.org/resources/research-reports/2023/data-facial-rec/

Tune in Listeners! We have a special episode today of our Research Insights Podcast. The SOA is a proud member of the International Actuarial Association and today's podcast is the product of a collaboration with the IAA's Pandemics Task Force. Hear Matthew Edwards, Senior Director at Willis Towers Watson, an actuary, and during the pandemic Chair of the UK's Continuous Mortality Investigation, talk about COVID-19 data and modeling. For more research on COVID-19 see: https://www.soa.org/resources/research-reports/2020/impact-coronavirus/

Don't miss our latest Research Insights Podcast straight to you from the Research Institute at the Society of Actuaries! Listen to Sara Teppema, FSA, MAAA, FCA and Chief Actuary at Wildflower Health and Rebecca Owen, FSA, MAAA and Principal at Oregon Coast Actuarial, discuss social physical and cultural determinants of health and their incorporation into the actuarial data and workstreams. Landing page: https://www.soa.org/resources/research-reports/2023/soc-phy-cultural-doh/ Report: chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https://www.soa.org/496f00/globalassets/assets/files/resources/research-report/2023/sdoh_act_data_workstreams.pdf

Hear David Schraub, Senior Practice Research Actuary at the SOA Research Institute, talk about how artificial intelligence and machine learning (AIML) can help accelerate the speed of analysis for life and annuity actuarial modeling. Report: https://www.soa.org/resources/research-reports/2023/predictive-analytics-and-machine-learning/

Listen to David Schraub, Senior Practice Research Actuary at the SOA Research Institute, talk about the recently published report "Microinsurance in a Nutshell: Only for Africa?" The journey for microinsurance, nowadays called inclusive insurance, started a long time ago and is not complete in the majority of the low-income and low middle-income markets. When seeking to enhance inclusive insurance markets, it is useful and necessary to have a good understanding because it entails a different treatment of customers, distribution, products, pricing, client management, premium collection, claims declaration and settlement, and reporting. Report: https://www.soa.org/resources/research-reports/2023/microins-in-a-nutshell/

The Society of Actuaries (SOA) Research Institute is dedicated to advancing education and research for the actuarial profession. As part of its mission, the SOA Research Institute recognizes the importance of partnering with colleges and universities to help develop future actuaries. With this in mind, the 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.

Time to tune in to another episode of Society of Actuaries Research Insights Podcast! Our guests today are Julia Zhang, Partner at EY and Jingling Zhang, Senior Consultant at EY discussing their recently written report "ESG for the Insurance and Pension Industry in Asia Pacific Markets" which addresses trends of ESG development for different types of institutions in the insurance and pension industry across APAC regions and markets. Report: https://www.soa.org/resources/research-reports/2023/esg-ins-pension-asia-pacific/

Greetings listeners! Tune in to another episode of SOA Research Insights Podcast featuring Max Rudolph from Rudolph Financial Consulting, LLC and Sr ERM Actuary at ARM talking about the "16th Annual Survey of Emerging Risks." The 16th Survey of Emerging Risks follows trends about risks that go beyond the normal planning cycle, using the wisdom of crowds concept to apply foresight to potential future scenarios. Report: https://www.soa.org/resources/research-reports/2023/16th-survey-emerging-risks/

Tune in to the 253rd episode of Research Insights Podcast featuring John O'Leary and John Cutler discussing a recently published report that explores stakeholder views in Minnesota on the efficacy of a public catastrophic long-term care insurance program at the state level. Long-Term Care Coverage: Stakeholder Thoughts on State-Based Catastrophic Insurance

In the United States, individuals needing long-term services and supports (LTSS) access care, utilize services, and pay for their services in various ways. The authors explore how the need for, utilization of and payment for long-term services and supports differ in the U.S. by population cohorts. Their primary focus is disparity by race and ethnicity, but they also consider variations by geography, family structure, age, sex, gender and other socioeconomic factors. Our guest on this podcast is Rebecca Sheppard, FSA, MAAA, from Risk and Regulatory Consulting. R. Dale Hall, SOA Managing Director of the SOA Research Institute hosts the podcast.

As a new Actuarial Guideline comes into play for testing the adequacy of U.S. life insurance company reserves, we highlight a new SOA Research Institute report with considerations on how to look at excess spreads above Treasuries for life insurers' investments. Guests on this podcast are two of the three authors of the report, Marc Altschull and Dave Bulin of the Actuarial Risk Management consulting firm. R. Dale Hall, SOA Managing Director of the SOA Research Institute hosts the podcast.

We take a deep dive into the highlights of the SOA Research Institute's new CDC U.S. Population Mortality results with Cynthia MacDonald and Jerry Holman. R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of the SOA Research Institute hosts the podcast. We welcome your questions or comments at [email protected]

Listen to SOA Research Institute actuaries Cynthia MacDonald, Rob Montgomery, Achilles Natsis, Lisa Schilling, David Schraub, Steven Siegel, and Ronora Stryker look ahead to 2023, both personally and professionally, with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of the SOA Research Institute. We welcome your questions or comments at [email protected]

Listen to SOA Research Institute actuaries Cynthia MacDonald, Rob Montgomery, Achilles Natsis, Lisa Schilling, David Schraub, Steven Siegel, and Ronora Stryker look back on 2022, both personally and professionally, with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of the SOA Research Institute. We welcome your questions or comments at [email protected]

A must listen! 2023 Living to100 Symposium Chairperson, Jean-Marc Fix, FSA, MAAA, and Ronora Stryker, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss the 2023 Living to 100 Symposium with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected].

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA from Rudolph Financial Consulting, LLC discuss the 2022 Mortality Improvement Survey Report with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected]

Listen to Becky Sheppard, FSA, MAAA, Actuarial Manager at Risk & Regulatory Consulting discuss Mental Illness and Its Impact on U.S. Mortality and Longevity with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your suggestions for future research focus podcasts and your questions or comments at [email protected].

In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director discuss Open Enrollment. Review the SOA Research Institute healthcare research. We welcome your suggestions for future research focus podcasts, and your questions or comments at [email protected].

Listen to a special edition podcast. Host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the SOA Research Institute recently held a virtual open house highlighting the work of the Institute and opportunities to get involved in Institute research. We are posting the audio from the open house. Access the corresponding presentation and follow along. We apologize for some occasional background noise. We welcome your questions or comments at [email protected]

Listen to Ronora Stryker, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss research outputs and current events of the Mortality and Longevity Strategic Research Program with host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the SOA Research Institute. We welcome your questions or comments at [email protected]

Listen to Rade Musulin and Stuart Wason, both from the International Actuarial Association's (IAA) Climate Risk Task Force, preview COP 27with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. COP 27 will be held in Sharm El Sheikh, Egypt from November 6, to November 18, 2022. Read Rade Musulin's article, More Than Global Warming in The Actuary magazine. We welcome your questions or comments at [email protected].

Listen to Patrick Nolan, FSA, MAAA, SOA Research Institute Senior Experience Studies Actuary, and Marty Hill, FSA, MAAA, Director at PwC and SOA Research Institute Retirement Plan Experience Committee (RPEC) Mortality Improvement Subcommittee chairperson discuss the RPEC 2022 Mortality Improvement Update with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected].

In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director discuss World Mental Health Day, which was October 10, 2022. Dale talks about the importance of staying in touch with family and friends to promote good mental health and previews an upcoming research report covering mortality and mental health. Here is the link to our previous podcast on mental health Dale references, COVID-19 Mental Health Impact. We welcome your suggestions for future research focus podcasts, and your questions or comments at [email protected]

Listen to David Schraub, FSA, CERA, MAAA, AQ, SOA Research Institute Senior Practice Research Actuary discuss 2 new Decentralized Finance (DeFi) reports with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. Reports discussed are as follows: Decentralized Insurance Alternatives A Risk Classification Framework for Decentralized Finance Protocols We welcome your questions or comments at [email protected]

Listen to Alberto M. Ramirez, FCA, MAAA, the research leader on 3 new enterprise risk management reports discuss the research with guest podcast host, David Schraub, FSA, MAAA, CERA, AQ, SOA Research Institute Senior Practice Research Actuary. R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research provides the intro and outro. Here are links to the 3 reports discussed: China: An Era of Insurance Innovation India: Growth Opportunities on the Rise US and Canada: An Era of Value-added Enterprise Risk Management We welcome your questions or comments at [email protected]

Listen to SOA Research Institute staff actuaries discuss the 2022 SOA ImpACT Conference with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. SOA Research Institute staff actuaries featured are as follows: Rob Montgomery, ASA, MAAA, FLMI, Consultant - Research Project Manager, Manager of the Catastrophe and Climate Strategic Research Program. Lisa Schilling, FSA, EA, FCA, MAAA, Senior Research Actuary, Manager of the Diversity, Equity and Inclusion Strategic Research Program. David Schraub, FSA, MAAA, CERA, AQ, Senior Practice Research Actuary, Manager of the Actuarial Innovation and Technology Strategic Research Program We welcome your questions or comments at [email protected].

In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director discuss Life Insurance Awareness Month. Dale discusses the life insurance industry and the important role of actuaries in the industry.

Listen to Robert Richardson ASA, PhD, Assistant Professor at Brigham Young University discuss Auto Loss Trends through COVID Pandemic with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected]