Research Insights
Research Insights, a Society of Actuaries Podcast
Research Insights, hosted by R. Dale Hall, FSA, MAAA, CERA, Managing Director of the SOA Research Institute and occasional guest hosts, highlights Society of Actuaries (SOA) Research Institute research. The podcasts include recently released research reports, research featured at SOA meetings, and other related items produced by SOA research.
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Research Insights
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Latest episode
Jun 25, 2026
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Episodes
What Retirement Plan Features Do Employees Really Want? 13.07.2023 16:57
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...
Data Challenges in Building a Facial Recognition Model and How to Mitigate Them 11.07.2023 14:27
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/
COVID-19 Data and Modeling 10.07.2023 25:09
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 Investigat...
Social physical and cultural determinants of health and their incorporation into actuarial data and workstreams. 10.07.2023 24:06
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. Landi...
Predictive Analytics and Machine Learning – Practical Applications for Actuarial Modeling (Nested Stochastic) 05.06.2023 19:40
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/
Microinsurance in a Nutshell: Only for Africa 02.06.2023 15:25
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 insuranc...
2023 SOA Research Institute Student Research Case Study Challenge 25.05.2023 20:07
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...
ESG for the Insurance and Pension Industry in Asia Pacific Markets 11.05.2023 21:11
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 ind...
16th Annual Survey of Emerging Risks Key Findings 26.04.2023 16:31
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...
Long-Term Care Coverage: Stakeholder Thoughts on State-Based Catastrophic Insurance 06.04.2023 21:47
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
Long-Term Services and Supports: Usage and Payment by Race, Ethnicity and Socioeconomic Factors 27.03.2023 16:01
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 geograph...
AG53 Excess Spread Considerations 20.02.2023 24:19
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 consult...
U.S. Population Mortality: Review of CDC 2021 Data 13.02.2023 20:35
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 researchinsights@soa.org
Special Holiday Edition 2022-2023, Part 2 01.01.2023 26:36
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 researchinsights@soa.org
Special Holiday Edition 2022-2023, Part 1 25.12.2022 23:31
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 researchinsights@soa.org
2023 Living to 100 Symposium Preview 07.12.2022 16:43
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 researchinsights@soa.org.
2022 Mortality Improvement Survey Report 05.12.2022 12:23
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 researchinsights@soa.org
Mental Illness and Its Impact on U.S. Mortality and Longevity 01.12.2022 21:28
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 researchinsights@soa.org.
Research Focus Edition, Open Enrollment 21.11.2022 28:19
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 researchinsights@soa.org.
SOA Research Institute Virtual Open House, October 19, 2022 16.11.2022 22:45
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 backgro...
Mortality and Longevity Strategic Research Program Round Up, Fall 2022 10.11.2022 17:14
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 researchinsights@soa.org
COP 27 Preview 03.11.2022 17:44
Listen to Rade Musulin and Stuart Wason, both from the International Actuarial Association's (IAA) Climate Risk Task Force, preview COP 27 with 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 wel...
RPEC 2022 Mortality Improvement Update 24.10.2022 10:05
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 w...
Research Focus Edition, World Mental Health Day 17.10.2022 16:14
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 pr...
Insurance in Decentralized Finance 10.10.2022 9:58
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 que...
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