Research Insights, a Society of Actuaries Podcast

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]

Listen to Ronora Stryker, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss COVID-19 and the Short-Term Impact on Future U.S. Mortality 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 Rob Bernard, Director of Climate Risk Modeling at PwC discuss Avoiding Unfair Bias in Insurance Applications of AI Models 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 key provisions of the Inflation Reduction Act. Access SOA Research Institute research referenced in this podcast: A Summary of the Health Care Cost Institute's 2020 Annual Cost and Utilization Report TCFD Best Practices Climate Impact on Tick-Borne Illness We welcome your questions or comments at [email protected]

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA from Rudolph Financial Consulting, LLC and David Schraub, FSA, CERA, MAAA, AQ, SOA Research Institute Senior Practice Research Actuary discuss the 15th Emerging Risk Survey with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director.

Listen to David Schraub, FSA, CERA, MAAA, AQ, SOA Research Institute Senior Practice Research Actuary discuss Actuarial Technology, A Roundtable Discussion on Current Issues – 2022 Update with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director.

In this research focus edition podcast, listen to R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director discuss climate related health issues, which are especially relevant in this current season of extreme heat. We welcome your questions or comments at [email protected]

Listen to Matthew Bruckner, J.D., Associate Professor of Law at Howard University School of Law, the lead researcher on the project and Robert Gomez, FSA, MAAA, CERA, Actuarial Consultant at State Farm and Project Oversight Group Chair discuss Race, Wealth and Bankruptcy Code Exemptions in Washington, DC with host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the Society of Actuaries Research Institute. We welcome your questions or comments at [email protected].

Listen to Dr. Xiao Xu, FSA, CERA, SOA Research Institute Researcher and Lecturer at the University of New South Wales in Sydney, Australia discuss the Survey of Emerging Risks in China and Greater Asia 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 Larry Stern, FSA, MAAA, Vice Chair of the Mortality & Longevity Program Steering Committee and President of Canterbury Consulting, LLC discuss The Mortality Improvement Model, MIM-2021-v2 with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. 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 U.S. population mortality in the current environment. We welcome your questions or comments at [email protected].

Listen to Achilles Natsis, FSA, MAAA, FLMI, SOA Research Institute Health Research Actuary and Grant Porter, PhD, Senior Consultant at Faulkner Consulting Group discuss the Medicaid Managed Care Underwriting Margin Model with host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the Society of Actuaries Research Institute. We welcome your questions or comments at [email protected].

Listen to Runhuan Feng, PhD, FSA, CERA and Zhiyu (Frank) Quan, PhD, both from the University of Illinois at Urbana- Champaign preview the 2022 Actuarial Research Conference (ARC) conference with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. The ARC, a premier event in North America for actuaries to meet and discuss all areas of actuarial practice, will be held this year at the University of Illinois at Urbana- Champaign. After you listen to the podcast, register so you don't miss this great event! Statements of fact and opinions expressed herein are those of the individuals and are not necessarily those of the Society of Actuaries or the respective interviewees' employers.

Listen to guest hosts, Lisa A. Schilling, SOA Research Institute Senior Research Actuary and Carlos Arocha, Chair of the 2022 SOA Research Institute Student Research Case Study Challenge and Managing Partner at Arocha & Associates in Zurich, Switzerland talk with the 1st place team from Indiana University; Eric Herbst, Henry Bobeck, Hariharan PV, Michael Dineen, and Ann Renholzberger. The students discuss how they worked through the challenge and ultimately produced the 1st place entry, and the team provides advice to future student case study challenge participants. The SOA Research Institute is proud to have Valani Global as a platinum sponsor to help fund the 2022 Challenge.

Listen to Jean-Marc Fix, FSA, MAAA, member and past chairperson of the Mortality & Longevity Steering Committee, and Vice President of Actuarial Research & Development for Gen Re discuss current events in the Mortality and Longevity Strategic Research Program 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 provide insights in an update on the COVID-19 pandemic. Review the SOA Research Institute COVID-19 research. We welcome your questions or comments at [email protected].

Listen to Joan C. Barrett, FSA, MAAA and Stephanie Entzminger, FSA, MAAA, both Consulting Actuaries at Axene Health Partners, LLC discuss How Does Where You Live Impact Your Health? with host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the Society of Actuaries Research Institute. We welcome your questions or comments at [email protected].

This podcast previews the 2022 SOA Health Meeting, a premier event being held June 12-15, 2022 in Philadelphia, PA, and there is also a digital program if you're not able to join in person. Podcast host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the Society of Actuaries Research Institute chats with Shereen Sayre, ASA, MAAA, Health Meeting Chairperson and Achilles Natsis, FSA, MAAA, FLMI, SOA Research Institute Health Research Actuary. After you listen to the podcast, register so you don't miss any of the great professional development and special events! We welcome your questions or comments at [email protected]

Listen to Erik Lie, FSA, Founder of ZooFi Labs discuss Decentralized Finance for Actuaries 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 provide insights in an in-depth discussion of the Decentralized Finance for Actuaries report. Send us your feedback on this new podcast format. We welcome your questions or comments at [email protected]

Listen to Mervyn Kopinsky, FSA, EA, MAAA, Senior Experience Studies Actuary at the SOA Research Institute and Jason McKinley FSA, Actuary at RGA Reinsurance Company discuss the 2022 Cause of Death Report 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 provide insights in an in-depth discussion of the TCFD Best Practices report. Send us your feedback on this new podcast format. We welcome your questions or comments at [email protected]

Listen to Jeff Samu, FSA, MAAA, actuarial insurance transformation lead at Empower Retirement discuss Actuarial Technology, A Roundtable Discussion on Current Issues 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 Peter Sousounis, PhD, Vice President/Director of Climate Change Research at AIR Worldwide discuss Potential Impacts of Climate Change on U.S. Inland Flood Risk by Mid Century 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 Barbara Hogg, FSA, and Brian Perlman, Ph.D., CLU, ChFC discuss the 2021 Risks and Process of Retirement Survey 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 Larry Stern, FSA, MAAA, Vice Chair of the Mortality & Longevity Program Steering Committee and President of Canterbury Consulting discuss current events, including volunteer opportunities in the Mortality and Longevity Strategic Research Program 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 Brian Hartman, PhD ASA, Actuarial Program Coordinator and Associate Professor of Statistics at Brigham Young University discuss A Two-Part Model of the Individual Costs of Chronic Kidney Disease 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 Cindy MacDonald, FSA,MAAA, SOA Research Institute Senior Director of Experience Studies and Jerry Holman, FSA, MAAA, Principal of RJH Integrated Solutions LLC discuss U.S. Population Mortality Observations – Updated with 2020 Experience 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 Cody Webb, FCAS, CPCU, MAAA, Principal & Consulting Actuary at Milliman discuss Health and Hurricanes with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected].

This podcast provides guidance and direction for the 2022 Society of Actuaries Research Institute Student Research Case Study Challenge. Be sure to listen to the entire podcast. The SOA Research Institute is proud to have Valani Global as a platinum sponsor to help fund the 2022 Challenge.

Listen to Ronora Stryker, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary and Patricia Matson, FSA, MAAA, Partner at Risk & Regulatory Consulting, LLC and one of the report authors discuss Obesity Trends and the Impact on Morbidity and Mortality Costs with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director.

Listen to SOA Research Institute actuaries Cynthia MacDonald, Achilles Natsis, Lisa Schilling, David Schraub, Steven Siegel, and Ronora Stryker look ahead to 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]

Listen to SOA Research Institute actuaries Cynthia MacDonald, Achilles Natsis, Lisa Schilling, David Schraub, Steven Siegel, and Ronora Stryker look back on 2021, both personally and professionally, with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of the SOA Research Institute. Here is David Schraub skydiving. Listen to him discuss his adventure beginning at 2:40. We welcome your questions or comments at [email protected]

Listen to Max Rudolph, FSA,MAAA,CERA of Rudolph Financial Consulting LLC discuss the Impact of Climate Change on Investors 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 David Schraub, FSA,MAAA,CERA, SOA Research Institute Senior Practice Research Actuary and Dr. Guntram Werther, Professor at Temple University discuss Resurrecting the White Swan Mindset, How much more can be forecast 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 Marianne Purushotham, FSA, MAAA, Mortality & Longevity Steering Committee Chairperson and Corporate Vice President at LIMRA discuss current events, including volunteer opportunities in the Mortality and Longevity Strategic Research Program 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 Patrick Nolan, FSA, MAAA, SOA Research Institute Senior Experience Studies Actuary and Marty Hill, FSA, MAAA of PwC and SOA Retirement Plan Experience Committee (RPEC) member discuss Mortality Improvement Scale MP-2021 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 Rudolph, FSA,MAAA,CERA of Rudolph Financial Consulting LLC and Anna M. Rappaport, FSA, MAAA discuss climate change and other impacts on retirement 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 Victoria Zhang, FSA,FCIA talk about Discussion of Efficient Computational Structure of Nested Stochastic Modeling 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 Sara Goldberg, FSA, MAAA and Didier Serre, FSA from the Catastrophe & Climate Program steering committee discuss the program launch with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. We welcome your questions or comments at [email protected]