Research Insights, a Society of Actuaries Podcast

In this episode of the Research Insights Podcast, Lisa Schilling, Director of Practice Research at the Society of Actuaries Research Institute, speaks with Dr. Rob Lieberthal, lead author of Evaluating Representativeness in Healthcare Claims Data: A Framework for Representativeness-Based Fairness in Actuarial Applications of AI.
Their discussion explores why strong overall model performance does not necessarily mean an AI or machine learning model performs equitably across populations. Dr. Lieberthal explains how gaps in healthcare claims data can affect rural, lower-income, underdiagnosed, and other populations—and why actuaries should examine representativeness before relying on model results.
Listeners will learn about the report's three-stage bias assessment covering input bias, model bias, and application bias; examples involving geographic representation, missing data, and intersectionality; and practical approaches for evaluating subgroup performance. The episode also highlights the companion Model Card Generator and Decision Assist Tool, which are designed to help actuaries document model limitations, compare model alternatives, and apply professional judgment throughout the modeling process.
Explore the full research report and companion resources through the Society of Actuaries Research Institute at SOA.org, and discover practical ways to strengthen fairness, transparency, and informed decision-making in actuarial applications of AI.
https://www.soa.org/resources/research-reports/2026/dei127-represent-hc-data/

In recognition of International Youth Day, this episode of the Research Insights Podcast revisits the 2025 Case Study Challenge Winners.
The discussion highlights the winning team's approach to the challenge, including how they analyzed the case, developed their recommendations, and presented their findings. The episode also offers insight into the skills, collaboration, and creative thinking that helped distinguish their work.
International Youth Day celebrates the ideas, contributions, and potential of young people around the world. This conversation reflects that spirit by showcasing emerging actuarial talent and the fresh perspectives these students bring to complex real-world problems.
Listen now to hear from the 2025 Case Study Challenge winners and learn more about their award-winning work.

In recognition of Artificial Intelligence Appreciation Day, this episode of the Research Insights Podcast revisits "A Primer on Generative AI."
The discussion explores generative AI through an actuarial lens, examining what these tools are, what they can and cannot do, and how they can be used responsibly alongside actuarial judgment. It also covers practical applications, reliability, risk, and governance—key considerations as AI continues to reshape the way professionals work.
As artificial intelligence becomes increasingly integrated into actuarial practice and the broader business landscape, this episode offers valuable insights for anyone looking to better understand both the opportunities and limitations of generative AI.
Listen now to revisit this timely and insightful conversation.

In this episode of the Research Insights Podcast, Dale Hall, Managing Director of Research at the Society of Actuaries Research Institute, discusses the 2024 Retirement Risk Survey Report of Findings with Griffin Lothrop and May Ling Hu of Deloitte. The conversation explores Americans' retirement concerns and preparedness, including retirement income, unexpected financial shocks, caregiving, family support, technology, inflation, and the evolving role of AI in retirement planning and financial decision-making. The survey includes more than 2,000 Americans ages 45 to 80, including both pre-retirees and retirees, and provides a broad view of the forces shaping retirement readiness and risk.
Listeners will gain insights into how pre-retirees and retirees are navigating inflation, early retirement, financial challenges, family support expectations, and technology adoption. The episode also highlights important considerations around AI use, data security, and how financial and technology providers can help retirees engage with digital tools safely and confidently.
Review the report:  https://www.soa.org/resources/research-reports/2025/retirement-risk-survey-series/

In this episode of The Longevity Brief with Siegel and Clark, Steve Siegel and Kara Clark share a practical roundup of what is new across the Society of Actuaries Research Institute's Aging & Retirement and Mortality & Longevity Strategic Research Programs.
Steve Siegel, longtime SOA leader and contributor, provides updates from Aging & Retirement, including the 2024 Retirement Risk Survey Series, upcoming research launches, open calls, volunteer opportunities, and recent media or social mentions. Kara Clark highlights the latest from Mortality & Longevity, including the essay collection on obesity and its impact on mortality, upcoming launches, open requests for proposals, volunteer opportunities, and other key developments.
Listeners will also hear about current opportunities related to AI and large language model tools in retirement, long-term services and supports, macroeconomic indicators for mortality forecasting, and population-to-insured mortality translation. Tune in for a concise briefing on the research, tools, and opportunities shaping longevity, retirement, and mortality work.