Research Insights, a Society of Actuaries Podcast

Listen to Gregory G. Fann, FSA, FCA, MAAA, Consulting Actuary at Axene Health Partners, LLC discuss "Uninsured Rate" Measurements and Health Policy Considerations 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 Steve Siegel, ASA, MAAA, SOA Research Institute Senior Practice Research Actuary discuss the Aging and Retirement Issues for People of Different Races and Ethnicities – Essay Collection with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Research Institute Managing Director. The Society of Actuaries' Aging and Retirement Strategic Research Program in collaboration with the International Association of Black Actuaries (IABA) and the Organization of Latino Actuaries (OLA) released this collection of essays in response to a call for essays aimed to explore how differences in wealth and retirement outcomes are experienced by people of different races and ethnicities and to promote a better understanding of the underlying issues surrounding the differences. We welcome your questions or comments at [email protected].

We dedicate this podcast to the victims of the September 11, 2001 terrorist attacks and their families. Listen to host, R. Dale Hall, FSA, CERA, MAAA, CFA, Managing Director of the SOA Research Institute discuss perspectives on the 20th anniversary of the September 11, 2001 terrorist attacks with the following colleagues: Mike Boot, FSA, MAAA, Managing Director, Society of Actuaries Tonya B. Manning, FSA, MAAA, EA, FCA, US Wealth Practice Leader and Chief Actuary, Buck Andrew Peterson, FSA, EA, MAAA, FCA, Senior Director of International, Society of Actuaries Ronald Klein, FSA, MAAA, Founder, Obtutus Advisory GmbH We welcome your questions or comments at [email protected].

After careful consideration, the Society of Actuaries has decided to switch the in-person portion of the 2021 ImpACT Conference to an entirely virtual event, taking place online from October 25-29, 2021. This change was made with the health and safety of attendees, presenters and exhibitors as our primary goal. Please see the SOA 2021 ImpACT Conference page for the updated list of virtual sessions. If you have any questions, please contact [email protected] . Listen to the SOA strategic research program managers discuss the SOA 2021 ImpACT Conference with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. SOA strategic research program managers featured are as follows: Rob Montgomery, ASA, MAAA, FLMI, Consultant - Research Project Manager, Manager of the Catastrophe and Climate Strategic Research Program Achilles Natsis, FSA, MAAA, FLMI, Health Research Actuary, Manager of the Health Care Cost Trends Strategic Research Program David Schraub, FSA,MAAA,CERA, Senior Practice Research Actuary, Manager of the Actuarial Innovation and Technology Strategic Research Program Steve Siegel, ASA, MAAA, Senior Practice Research Actuary, Manager of the Aging and Retirement Strategic Research Program Ronora Stryker, ASA, MAAA, Senior Practice Research Actuary, Manager of the Mortality and Longevity Strategic Research Program We welcome your questions or comments at [email protected].

Listen to Jesse E. Bell, Ph.D. from the University of Nebraska discuss climate change with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. Review the SOA's wide body of climate research. We welcome your questions or comments at [email protected].

Listen to Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary discuss current events, including volunteer opportunities in the Mortality and Longevity Strategic Research Program with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. Here is the link to the Mortality and Race and Ethnicity in the United States RFP that Ronora references in the podcast (Timestamp 7:45). Please note RFP submissions are due by August 20, 2021. We welcome your questions or comments at [email protected]

Listen to Alain Kornhauser, Ph.D., Faculty Chair of Autonomous Vehicle Engineering at Princeton University and one of the authors of Automated Vehicle Systems Outlook, 2021 Update discuss this research report with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to authors, Anitha Rao, MD, MA, CEO and Founder of Neurocern and Robert Eaton FSA, MAAA, Principal & Consulting Actuary at Milliman discuss Dementia Neurology Deserts and Long-Term Care Insurance Claims Experience in the United States with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Steve Vernon, F.S.A., President of Rest-of-Life Communications and a Research Scholar for the Stanford Center on Longevity discuss the Redefining the Goal of Retirement Planning – Essay Collection with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to guest hosts, Lisa A. Schilling, SOA Senior Research Actuary and Carlos Arocha, Chair of the 2021 SOA Student Research Case Study Challenge and Managing Partner at Arocha & Associates in Zurich, Switzerland, talk with the 1st place team from Indiana University; Alex Farrar, Eric Herbst, and Michael Mosley. The students discuss how they worked through the challenge and ultimately produced the 1st place entry. Listening to this podcast will be very beneficial to future case study challenge participants.

Listen to Achilles Natsis, FSA, MAAA, FLMI, SOA Health Research Actuary, Susan Pantely, FSA, Principal & Consulting Actuary at Milliman, and Greger Vigen, Independent Health Actuary discuss Patient Centered Medical Homes and Healthcare Costs with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Eric Berg and Sam Lippe from With You In Mind discuss the impact of COVID-19 on insurance company first quarter, 2021 earnings with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Ronora Stryker, ASA, MAAA. SOA Senior Practice Research Actuary and Patrick Wiese, ASA, SOA Lead Modeling Researcher discuss The Mortality Improvement Model, MIM-2021 with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

This podcast previews the SOA 2021 Health Meeting, a premier virtual event, which is informative to your career as an actuary, a great value and fun! Podcast host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research chats with Craig Kalman, FSA, MAAA, FHFMA, Health Meeting Chairperson and Achilles Natsis, FSA, MAAA, FLMI, SOA Health Research Actuary. June is Health Month at the SOA, so after you listen to the podcast, register so you don't miss any of the great professional development and fun! We welcome your questions or comments at [email protected]

Listen to SOA Committee on Life Insurance Mortality and Underwriting Surveys members Joel Jones, AALU; Scott Morrow, FSA, MAAA; and Norm Leblond, FALU discuss the Emerging Issues in Underwriting Survey Report with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Pete Miller, ASA, MAAA, SOA Experience Studies Actuary and Mike Bergerson, FSA, MAAA, Principal and Consulting Actuary at Milliman and one of the report authors discuss COVID-19 Impact on Long-Term Care Insurance with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Jim Timmins, founder of Breakthrough Development LLC and author of A Primer on Insurance Policies and Genetics discuss this new research with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Margaret Conroy, PhD, MAAA, FCAS, Principal of Analytic Solutions, LLC and contributing author of the Environmental Risk Series, and Priya Rohatgi, ASA, Chairperson of the Project Oversight Group for this new research, discuss this research report series with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Dr. Ruilin Tian, Ph.D., Professor of Finance, North Dakota State University and Caspar Young FSA, FCIA, CERA discuss De-risking Strategies of Defined Benefit Plans: Empirical Evidence from the United States with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Marti DeLiema, PhD, Assistant Research Professor at the School of Social Work at the University of Minnesota, and Steve Vernon, F.S.A., President of Rest-of-Life Communications and a research scholar for the Stanford Center on Longevity discuss Thinking Ahead: Informing the Design of a Roadmap for Keeping Your Money Safe as You Age with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Brian Hartman, ASA, PhD, associate professor of statistics and actuarial program coordinator at Brigham Young University discuss Auto Loss Costs: Dynamic Linear Models with Changepoints with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Henry Chen, FSA, FCIA, MAAA, Manager at EY and Chair of the AIT Research Steering Committee and Kevin Pledge, CEO and Founder of Acceptiv discuss emerging themes in AIT research with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. Review the wide variety of AIT research published, SOA AIT Research. We welcome your questions or comments at [email protected].

Listen to Dave Ingram, FSA, MAAA CERA, FRM, PRM discuss COVID-19 Mitigations in the U.S. with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

This podcast provides guidance and direction for the 2021 Society of Actuaries Student Research Case Study Challenge.

The Society of Actuaries (SOA) released a new report on emerging trends in U.S. population mortality. The report uses data from the U.S. Centers for Disease Control and Prevention (CDC). The report includes the CDC's 2019 mortality experience, along with prior mortality experience data from 1999 through 2018. Listen to Cindy MacDonald, FSA,MAAA, SOA Senior Experience Studies Actuary and Jerry Holman, FSA, CFA, Principal of RJH Integrated Solutions LLC. discuss the report findings with host R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Sam Gutterman, FSA, FCAS, CERA, MAAA, FCA, HonFIA discuss Social Discounting - Application to the Risk Management of Climate Change with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to John Bertko, FSA, MAAA, an independent actuarial consultant working as the Chief Actuary with Covered California and Steve Goss, ASA, MAAA, Chief Actuary at the Social Security Administration discuss actuarial practice impact of a new U.S. administration with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. This podcast was recorded during the time period December 2-8, 2020. We welcome your questions or comments at [email protected]

Listen to SOA research actuaries Mervyn Kopinsky, Cynthia MacDonald, Achilles Natsis, Lisa Schilling, Steven Siegel, and Ronora Stryker look ahead to 2021, both personally and professionally, with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to SOA research actuaries Mervyn Kopinsky, Cynthia MacDonald, Achilles Natsis, Lisa Schilling, Steven Siegel, and Ronora Stryker look back on 2020, both personally and professionally, with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary; Prof. James Vaupel from the Danish Center for Demographic Research at the University of Southern Denmark; and Dr. Erwin Tan, MD, Director at AARP Thought Leadership Health discuss the 2020 Living to 100 Monograph's Demographic Perspectives on the Rise of Longevity from Session 4A: Mortality Patterns with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Achilles Natsis, FSA, MAAA, FLMI, SOA Health Research Actuary and Rachel Everhart, PhD, Director of Research for the Ambulatory Care Department at Denver Health discuss Comparing Measures of Social Determinants of Health to Assess Population Risk with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary and Magali Barbieri, report author, demographer and head of the Human Mortality Database and the United States Mortality DataBase projects at the University of California, Berkeley discuss Mortality By Socioeconomic Category in the United States with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to our 2 guests from Milliman's San Francisco office; Dave Evans, FCAS, MAAA, Consulting Actuary and Cody Webb, FCAS, MAAA, CPCU, Principal and Consulting Actuary discuss Residential Flood Risk in the United States with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Patrick Wiese, ASA, SOA Lead Modeling Researcher discuss Trends in Normalized Weather-Related Property Losses in the United States: 1960–2018 with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary; Jean-Marc Fix, FSA, MAAA, 2020 Living to 100 Chairperson; and Kai Kaufhold, Aktuar DAV, longtime Living to 100 international committee member discuss the 2020 Living to 100 Monograph's benefits to practitioners with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Patrick Nolan, F.S.A., M.A.A.A., SOA Experience Studies Actuary and Marty Hill, FSA, MAAA of PwC and SOA Retirement Plan Experience Committee (RPEC) member discuss Mortality Improvement Scale MP-2020 with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Rob Montgomery, ASA, MAAA discuss The Task Force on Climate-related Financial Disclosures with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

This podcast is a must listen! Host R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discusses the upcoming SOA 2020 Virtual Annual Meeting & Exhibit with the following people: Mike Boot, FSA MAAA, SOA Managing Director of Engagement Kelly Hennigan, FSA, CFA, 2020 Annual Meeting & Exhibit Program Committee Co-Chair Cheré LaRose, SOA Director, Member & Candidate Communications Cindy MacDonald, FSA, SOA Sr. Experience Studies Actuary Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary

Listen to report author Michael Bean, FCAS, FSA, FCIA, CERA and Brian Fannin ACAS CSPA MAAA discuss Exposure Measures for Pricing and Analyzing the Risks in Cyber Insurance with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Sam Lippe from With You In Mind and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss COVID-19 and the evolution of vaccines and drug treatments. We welcome your questions or comments at [email protected].

Listen to Lisa A. Schilling, FSA, EA, FCA, AAA, SOA Retirement Research Actuary and Achilles Natsis, FSA, MAAA, FLMI, SOA Health Research Actuary discuss the COVID-19 Update: Key Statistics on Cases, Deaths and Hospitalizations, August 25, 2020 and COVID-19 Florida data key findings with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected]

Listen to Eric Berg and Marc Wiznia from With You In Mind and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the financial impact of COVID-19 on the insurance industry . We welcome your questions or comments at [email protected].

Ronora Stryker, ASA, MAAA, SOA Senior Practice Research Actuary and Jim Miles, FSA,MAAA, SOA Consulting Staff Fellow along with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlight the upcoming 2020 Valuation Actuary Virtual Symposium. We tell you everything you need to know about sessions, so you can plan ahead. Warning: You might get hungry, so have a snack handy! Listen now. We welcome your questions or comments at [email protected].

Listen to Max J. Rudolph, FSA, CFA, CERA, MAAA, an independent actuary from Rudolph Financial Consulting discuss A Low-Growth World: Implications for the Insurance Industry and Pension Plans with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. Please note this podcast was recorded in April, 2020 and delayed due to our coverage of the COVID-19 pandemic. We welcome your questions or comments at [email protected].

Listen to Pete Miller, ASA, MAAA, SOA Experience Study Actuary discuss U.S. Population Mortality by Race with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Carol Bognosian, ASA, President of CAB Consulting and Brian Perlman, PhD, CLU/ChFC, Senior Vice President and Financial Services Practice Lead at Greenwald & Associates discuss the 2019 Risks and Process of Retirement Survey with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. Please note this podcast was recorded in April, 2020 and delayed due to our coverage of the COVID-19 pandemic. We welcome your questions or comments at [email protected].

Listen to Lisa A. Schilling, FSA, EA, FCA, AAA, SOA Retirement Research Actuary discuss the COVID-19 Key Statistics Update, July 24, 2020 with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].

Listen to Anna Rappaport, FSA, Chair of the SOA's Committee on Post-Retirement Needs and Risks and the Aging and Retirement Steering Committee, Steven Siegel, ASA, SOA Senior Practice Research Actuary, and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research discuss the COVID-19 and Working in Retirement research report. We welcome your questions or comments at [email protected].

Special guest, Mike Boot, FSA MAAA, SOA Managing Director of Engagement and host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research highlight the upcoming SOA COVID-19 Virtual Symposium. Mike and Dale tell you everything you need to know about sessions and special features of the symposium. Listen now! We welcome your questions or comments at [email protected].

Listen to Ronald Poon Affat, FSA, FIA, MAAA, CEO of RGA Brazil discuss the impact of COVID-19 in Brazil with host, R. Dale Hall, FSA, CERA, MAAA, CFA, SOA Managing Director of Research. We welcome your questions or comments at [email protected].