Research Insights, a Society of Actuaries Podcast

• September 2025 Classic Edition – Actuaries with Unconventional Second Acts

  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! Hosted by Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, this episode explores how storytelling and life experiences contribute to professional literacy. Tune in for a fresh listen to this memorable episode that reminds us how actuaries can turn their analytical skills into creative, purpose-filled pursuits. Send us your feedback at [email protected]

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• NAIC 2025 Summer Meeting Recap

  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 climate-induced migration, the application of machine learning and high-resolution imagery in property insurance, and updated experience studies across disability, annuity, life, and long-term care lines. Listeners are encouraged to explore more details from the meeting once the recap is published by visiting the SOA Select Articles from E-Newsletters landing page.  Tune in for expert insights on where actuarial science meets public policy! Send us your feedbback at [email protected] 

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• Long-Term Drivers of future Mortality – Episode 8 – Technological Advances

  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, nanotechnology, predictive analytics, and artificial intelligence — are influencing longevity and reshaping the future of mortality forecasting. Through a lively and insightful discussion, the hosts highlight both the opportunities and challenges posed by technology. Topics range from health-monitoring wearables to ethical concerns around AI and equity of access. This episode provides valuable considerations for actuaries modeling the long-term impacts of rapidly evolving innovations. This podcast is part of a special series supporting the SOA Research Institute paper Long-Term Drivers of Future Mortality. To read the full report, visit the landing page here. 📘 Explore the full report and other chapters Send us your feedback at [email protected]

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• August 2025 Classic Edition – Actuarial Implications – ISSB & Global Climate-related Financial Disclosure Standards

  🦁 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 broader impact of climate risk on everything from portfolios to planet. Let’s protect the world’s ecosystems—one model at a time. Questions or comments? Email us at [email protected]. Report Landing Page:  https://www.soa.org/resources/research-reports/2024/issb-fin-disclosure-standards/

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• Long-Term Drivers of future Mortality – Episode 7 – Medical Advances

  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 breakthroughs, today’s promising developments in genetics, biomedicine, medical technology, and electronic health records—and the barriers that could limit their impact. With a forward-looking perspective, the guests reflect on how actuaries can model mortality improvements while accounting for accessibility, adoption rates, and societal behavior. 📘 Explore the full report and other chapters Send us your feedback at [email protected]

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