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PODCAST

Research Insights, a Society of Actuaries Podcast

Research Insights

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.

science natural sciences

All Episodes

20:27

February 2026 Classic Edition - Retirement Planning...

Research Insights, a Society of Actuaries Podcast ·

2026/02/14

February is often associated with Valentine's Day—a time when many people reflect on partnerships, shared goals, and planning for the future together. In this classic Research Insights episode, the conversation revisits how those themes show up in real life through retirement planning and decision-making among early middle-aged adults. The episode explores what research reveals about balancing individual priorities with shared household goals, how couples and families navigate joint financial

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16:14

The Longevity Brief with Siegel and Clark - Episode 1

Research Insights, a Society of Actuaries Podcast ·

2026/01/23

Welcome to the inaugural episode of The Longevity Brief with Siegel and Clark—a new podcast series from the Society of Actuaries Research Institute designed to give listeners a periodic "sneak peek" at what's ahead in the Aging & Retirement and Mortality & Longevity Strategic Research Programs. Host Rose Northon, Research Communications Coordinator at the SOA Research Institute, is joined by two familiar voices: Steve Siegel, Senior Practice Research Actuary and head of the Aging & Retirement

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41:43

Research at the SOA - A Gateway to Innovate,...

Research Insights, a Society of Actuaries Podcast ·

2026/01/21

In this episode of Research Insights, we revisit a conversation originally featured in the Young Professional Advisory Council (YPAC) Podcast Series. Host Tasso Buntivas, Vice Chair of YPAC, speaks with Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute. Dale provides an in-depth look into the SOA's research initiatives—from experience studies and practice research to emerging topics such as artificial intelligence, climate risk, and longevity modeling. He also

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17:53

January 2026 Classic Edition - Race, Precept 1 &...

Research Insights, a Society of Actuaries Podcast ·

2026/01/19

In honor of Martin Luther King Jr. Day, this episode of the Research Insights Podcast invites listeners to reflect on equity, ethics, and professional responsibility. The episode revisits the compelling discussion titled "Race, Precept 1 & Professional Integrity: The Tale of Frederick L. Hoffman," which explores the historical context and actuarial implications of biased data and unethical practices. Through a thoughtful conversation, this episode challenges actuaries and professionals alike to

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20:24

Tips for Success: Preparing for the SOA Student...

Research Insights, a Society of Actuaries Podcast ·

2026/01/16

In this special episode of the Society of Actuaries Research Insights Podcast, Lisa Schilling, Director of Practice Research at the SOA Research Institute, is joined by four members of the Student Research Case Study Challenge (SRCSC) Committee: Elizabeth Alleman, Carlos Arocha, Russell Hendel, and Lisa Ullman. Together, they share valuable advice and insider tips to help students around the world prepare for the annual Student Research Case Study Challenge. From advice on writing clearly and

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24:33

Availability, Affordability, and Adequacy of...

Research Insights, a Society of Actuaries Podcast ·

2026/01/13

Availability, Affordability, and Adequacy of Insurance in Areas Impacted by Climate-related Risks In this episode of the Society of Actuaries Research Insights Podcast, Dale Hall, Managing Director of Research at the SOA Research Institute, speaks with Peter J. Sousounis, PhD—author of the October 2024 SOA report—and Ian Genno, FSA, FCIA, CERA, Chair of the Catastrophe and Climate Research Selection Committee. Together, they explore the challenges and potential solutions surrounding insurance

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23:15

Special Holiday Edition - In the Mix for 2026

Research Insights, a Society of Actuaries Podcast ·

2026/01/01

In the Mix for 2026: Research Goals and Personal Milestones from the Research Institute Kick off the new year with Part 2 of the Society of Actuaries Research Institute's Holiday Season podcast series, hosted by Dale Hall, Managing Director of Research. In this special episode, Dale is joined by a full panel of SOA researchers and team members—including Achilles Natsis, Joe Alaimo, Kara Clark, Lisa Schilling, Nicole Anagnos, Patrick Nolan, Philip Adams, Rob Montgomery, and Steve Siegel—as they look

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24:41

Special Holiday Edition - 2025 A Year in Review

Research Insights, a Society of Actuaries Podcast ·

2025/12/25

In this special holiday episode of the Society of Actuaries Research Institute's Research Insights Podcast, host Dale Hall, Managing Director of Research, is joined by the full research team to reflect on the biggest developments of 2025. Featuring voices from across the Institute—including Achilles Natsis, Joe Alaimo, Kara Clark, Lisa Schilling, Nicole Anagnos, Patrick Nolan, Philip Adams, Rob Montgomery, and Steve Siegel—this festive episode highlights key research across areas such as artificial

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19:08

December 2025 Classic Edition: United States Human...

Research Insights, a Society of Actuaries Podcast ·

2025/12/22

In this December Classic episode of Research Insights, host Dale Hall revisits a timely and impactful conversation originally released on July 23, 2018. The episode explores the U.S. Human Mortality Database and highlights the critical value of long-term, reliable mortality records in understanding population health. As we mark Universal Health Coverage Day this December, this episode serves as a compelling reminder that strong health systems depend on strong data. From identifying mortality

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24:30

NAIC 2025 Fall Meeting Recap

Research Insights, a Society of Actuaries Podcast ·

2025/12/18

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 from the meeting, including updates from the SOA on climate-related research such as climate-induced

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11:48

November 2025 Classic Edition - Medicaid Managed Care...

Research Insights, a Society of Actuaries Podcast ·

2025/11/25

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 report "Medicaid Managed Care Organizations: Considerations in Calculating Margin in Rate Setting."

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23:13

2019 Individual Life Insurance Mortality Experience...

Research Insights, a Society of Actuaries Podcast ·

2025/11/19

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. They discuss the significant shifts in mortality trends from 2012 through 2019, including the dominance

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16:52

Long-Term Drivers of Future Mortality - Chapter 10: ...

Research Insights, a Society of Actuaries Podcast ·

2025/11/05

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 Babad and Al Klein for the 2023 Living to 100 Symposium. This episode dives into the complex and varied

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17:55

October 2025 Classic Edition – Takaful—An Alternative...

Research Insights, a Society of Actuaries Podcast ·

2025/10/17

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, sits down with consulting actuary and author Shariq Sikander, FSA, FPSA, CERA, to explore how Takaful—a

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10:48

Long-Term Drivers of future Mortality – Chapter 9:...

Research Insights, a Society of Actuaries Podcast ·

2025/09/24

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 influence on mortality. This compelling conversation unpacks how pollution, chemical exposure, and

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29:37

September 2025 Classic Edition – Actuaries with...

Research Insights, a Society of Actuaries Podcast ·

2025/09/10

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. Greg found new purpose as a scuba instructor, while Shane transitioned into the world of jazz music

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27:44

NAIC 2025 Summer Meeting Recap

Research Insights, a Society of Actuaries Podcast ·

2025/09/08

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 regulatory discussions, actuarial research presented at CASTF, HATF, and LATF, and emerging issues such as

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16:03

Long-Term Drivers of future Mortality – Episode 8 –...

Research Insights, a Society of Actuaries Podcast ·

2025/08/27

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 conversation examines how emerging technologies — including wearable tech, bioelectronics, robotics,

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26:31

August 2025 Classic Edition – Actuarial Implications...

Research Insights, a Society of Actuaries Podcast ·

2025/08/10

🦁 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 to climate scenario modeling, data interpretation, and risk analysis—key tools in understanding the

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11:03

Long-Term Drivers of future Mortality – Episode 7 –...

Research Insights, a Society of Actuaries Podcast ·

2025/07/30

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 medical advances play in shaping future mortality trends. The discussion covers major 20th-century

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370 results

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