Research Insights, a Society of Actuaries Podcast

In this episode of The Longevity Brief with Siegel and Clark, host Rose Northon is joined by Steve Siegel and Kara Clark from the Society of Actuaries Research Institute for a fast-paced update on the latest developments across the Aging & Retirement and Mortality & Longevity Strategic Research Programs.

The conversation highlights recent research generating strong interest, including Impact of Climate Change Risk on Retirement: A Collection of Essays and International Reinsurance Landscape Overview for U.S. Life & Annuities. Steve and Kara also preview upcoming work on obesity's potential effect on future mortality trends, while sharing research opportunities, open calls, and ways for listeners to get involved.

For actuaries, researchers, and industry professionals looking to stay current on emerging longevity, retirement, and mortality issues, this episode offers practical insights and a look at what is coming next from the SOA Research Institute.

In this classic episode of Research Insights, the discussion centers around the growing impact of predictive analytics and machine learning in actuarial science. The episode explores how actuaries are applying these tools in real-world modeling scenarios to uncover insights, improve decision-making, and navigate complex data environments.

Listeners will gain a deeper understanding of what's possible with these technologies, as well as important considerations and potential pitfalls. Perfect for Pi Day—or any day you want to celebrate the power of numbers—this episode offers valuable takeaways whether you're a seasoned modeler or simply curious about how machine learning is shaping the business landscape.

Tune in to revisit this insightful conversation and discover how data-driven innovation is transforming actuarial work.

In this second episode of The Longevity Brief with Siegel and Clark, host Rose Northon of the Society of Actuaries Research Institute is joined by Steve Siegel and Kara Clark, who lead the Society of Actuaries Research Institute's Aging & Retirement and Mortality & Longevity Strategic Research Programs.

They share a quick, practical briefing on what's new and what's next—highlighting momentum around the Long-Term Care Wellness Primer, interest in the Longevity Illustrator (a helpful way to explore longevity assumptions), and what's "closest to takeoff" across both research programs, including upcoming work such as Long-Term Services and Supports—A Collection of Essays. The episode closes with additional quick hits on open calls and volunteer opportunities.

In this episode of the Society of Actuaries Research Institute's Research Insights Podcast, Dale Hall speaks with Michael Bean, FSA (also a member of the Casualty Actuarial Society and the Canadian Institute of Actuaries) about the 2026 Emerging Risk Survey Results. Drawing on input from 100+ senior risk leaders—including Chief Risk Officers, Chief Actuaries, lead consulting partners, and other C-suite decision-makers—Michael shares what risk executives see as most impactful in 2026 and what they believe could matter three or more years out.

Listeners will hear why economic and geopolitical risks are driving near-term concern, why technological risks (especially adverse AI outcomes) dominate the longer-term view, and which risk combinations (like cyber + AI and financial volatility + AI) leaders believe could create the toughest scenarios to manage.

2026 Emerging Risk Survey Results

In this special International Women's Day episode of the Society of Actuaries Research Institute's Research Insights Podcast, host Kara Clark, Senior Practice Research Actuary, speaks with Adina Ciobotea, Partner and Switzerland Actuarial Service Leader at Oliver Wyman (Zurich, Switzerland). Together, they explore Adina's professional journey—her early influences, the women who have inspired her, the challenges she has faced, and the mindset and strategies that helped her navigate obstacles and grow as a leader. Listeners will also hear practical advice for young women pursuing ambitious goals and building meaningful careers in the actuarial profession.

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 choices, and why decisions made during these years can have a lasting impact on long-term financial security and well-being.

Tune in to hear key takeaways from the research—and consider how these insights can inform better planning and conversations at home.

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 Strategic Research Program, and Kara Clark, Senior Practice Research Actuary and head of the Mortality & Longevity Strategic Research Program.

In this kickoff conversation, Steve shares highlights from recent work—including findings from the Retirement Risk Survey, research on "solo agers," caregiving, and what's coming next (including new survey work and opportunities to get involved).

Kara discusses key developments in mortality and longevity research, including updated socioeconomic mortality work, the SOA Longevity Illustrator's visibility, the Quarterly Mortality Monitoring Report, and upcoming research focused on older-age mortality and cardiovascular health.

Tune in to hear what's gaining attention now—and what's on the horizon in longevity research.

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 explains how the SOA's research informs public policy, shapes industry practices, and delivers societal value.

This engaging discussion offers valuable insight for both early-career and experienced actuaries interested in contributing to or better understanding the impact of actuarial research. Dale shares the many ways actuaries can get involved, regardless of background or experience level.

Whether you're curious about how research priorities are set or seeking ways to contribute, this episode offers a compelling look at the people, process, and purpose behind SOA research.

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 examine the impact of historical bias in data, the role of Precept 1 of the Code of Professional Conduct, and how integrity must underpin actuarial work.

As we commemorate Dr. King's legacy, we encourage listeners to think deeply about fairness, justice, and the responsibilities that come with professional designation.

Listen now and join the ongoing dialogue on ethics and equity in the actuarial profession.

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 concisely for a business audience to strategies for managing imperfect data and working effectively in teams, this episode provides a comprehensive guide to excelling in the challenge. The conversation also covers how submissions are judged, how non-native English speakers can succeed, and the important role of faculty advisors.

To learn more about the Student Research Case Study Challenge and access current and past cases, visit: https://www.soa.org/research/opportunities/2026-student-research-case-study-challenge/