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, 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 f...

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 rep...

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....

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 Ba...

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,...

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...

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. Gr...

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...

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 conversat...

🦁 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...

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 medica...

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 Ra...

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, f...

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...

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 ex...

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...

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 cr...

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...

🎙️  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...

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...

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...

🎙️   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-pod...

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...

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 eff...

🎙️ 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 t...