SOA Podcasts - Society of Actuaries
Marketing and Distribution Section: The Rise of Marketing Actuaries: Where Data Science Meets Marketing

Join host Tiana Zhao, FSA, CERA, as she explores the emerging field of marketing actuaries in this insightful episode of the SOA Marketing and Distribution podcast. Discover how these professionals blend actuarial science with marketing strategies to drive data-informed business decisions. Tiana breaks down the key responsibilities of marketing actuaries, including data analysis, predictive modeling, customer segmentation, and pricing optimization. Learn how this evolving role is shaping the future of marketing in our increasingly data-driven business landscape. Whether you're an actuary looking to expand your skillset or a marketing professional curious about the power of actuarial science, this episode...
Young Professional Advisory Council: The Path Less Actuaried: from Med School to Actuary

In this podcast, Michael Frings FSA, MAAA, now Chief Actuary at one of the Bermuda insurance companies, shares his experiences on his career path, where he started from an unexpected place -- medical school, which ultimately took him to where he is now -- an actuary. Please join us as we explore how Michael navigated his "unusual" path, how he found success, and what one may expect entering the profession from a different background.
Emerging Topics Community: Model Validation 101: Bring your Calculus Mindset!

In this podcast episode Joe Alaimo interviews Bob Leach. Bob introduces us to model validation concepts from the article that he has written for the emerging topics community: Model Validation 101: Bring your Calculus Mindset!  Bob discusses how to use calculus concepts to validate results from actuarial models. This discussion is in the context of principle-based reserve valuation models, but the concepts can be extended to other types of actuarial models, like pricing or risk management models. Partial derivatives of the value function can be used to validate that a model is appropriately applying discount rate, expense, withdrawal rate and othe...
PD Edge pod Episode 3: The Building Blocks of IFRS 17 with Darryl Wagner

In this podcast Darryl Wagner, Principal with Deloitte Consulting, discussed the complexities and principles of IFRS 17, highlighting its goal to standardize insurance accounting globally. He explained the building blocks of IFRS 17, including best estimate cash flows, risk adjustment, and contractual service margin (CSM). Darryl emphasized the significant data and technology requirements for implementation and the importance of cross-disciplinary collaboration among actuaries, accountants, and technology teams. He also compared IFRS 17 with US GAAP, noting similarities and key differences.Â
More dynamic content such as this is available on the SOAs Professional Development Edge+ product.  https://www.soa.org/prof-dev/pd...
Health Section: MAPD Landscape

Host Jackie Lee discusses the MAPD historical and future landscape of the Medicare Advantage market. They talk about notable milestones throughout the years and their impact on the growth of this sector.
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Professional Development Edge+: Episode 2 Why Actuaries should oversee AI models with Sherry Chan & Robert Eaton

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This podcast features Robert Eaton, Principal and Consulting Actuary at Milliman and Sherry Chan, Managing Director at EY. They discussed the role of actuaries in overseeing AI models, highlighting their unique skills in data analysis and model evaluation. Robert and Sherry emphasized the importance of actuaries in ensuring AI models are free from bias and leveraging AI to handle routine tasks, allowing actuaries to focus on strategic and analytical roles. Â
For more info on PD Edge+ click here: Â https://www.soa.org/prof-dev/pd-edge/
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Marketing & Distribution Section: Building Strong Relationships in Actuarial Marketing and Distribution

Join host Tiana Zhao as she explores the critical role of relationships in actuarial marketing and distribution. In this insightful episode, Tiana discusses why strong partnerships are essential in the insurance and financial services industry, and provides practical tips for understanding distribution partners, effective communication, collaborative product development, and building trust.
Health Section: High Road Leadership

Join Host Jackie Lee with Brian Pauley as they discuss the characteristic of leaders, including developing an abundance mindset. Their discussion is based on the High Road Leadership book by John Maxwell and Brian’s article featured in The Stepping Stone.
Emerging Topics Community: Comparison of Regulatory Framework for Non Discriminatory AI Usage in Insurance

Join Joe Alaimo, Founder and CEO of ProComp, and David Schraub, Founder and CEO of David Schraub Actuarial Consultancy, as they discuss the rapidly developing regulatory frameworks surrounding AI in the insurance industry. They explore the intricacies of laws and guidelines across the U.S., Canada, the European Union, and China, focusing on AI's role in underwriting, pricing, and risk management. David shares insights on how actuaries can navigate the regulatory challenges of AI while promoting fairness and transparency. Key topics include transparency, data governance, anti-discrimination efforts, and how different regions are approaching these issues. If you're interested in...
Health Section: Inpatient Maternity Rates and Price Transparency Data with Greg Mottet

Dive into price transparency with Danny Moore and Greg Mottet, founder of Vairate. In this episode, they discuss a study exploring inpatient maternity rates in Washington, as well as the use of price transparency in payer-provider negotiations and its impact on consumers, payers, providers, and employers.
Long Term Care Section: Public Programs and Middle Markets

Roger Loomis and Steve Schoonveld discuss the state of the Long-Term Care Insurance industry and the opportunities to modernize products and broaden coverage.
Marketing & Distribution Section: Minute Manager Makeover: Modern Leadership in 60 Seconds

In this episode, join host Tiana Zhao, FSA, CERA, to explore the principles of “The New One Minute Manager” by Ken Blanchard and Spencer Johnson.
Young Professional Advisory Council: Bring Passion to Your Career Journey

Join host Andrea Wang, ASA, ACIA, for an inspiring episode featuring Vincent Lepez, PhD, IAF (Institut des Actuaires Francais), a distinguished leader and a seasoned expert in the insurance and reinsurance industry. With decades of experience bridging academia and diverse global sectors, Vincent unveils his remarkable career journey, offering actionable insights on discovering your passion and mastering industry transitions. Â Â
Tune in to uncover how curiosity, adaptability, and strategic risk-taking can transform your professional path and unlock your fullest potential.Â
Long Term Care Section: We Learn from Experience!

Roger Loomis interviews Matt Morton about the next generation of the SOA’s Long-Term Care experience study. You can reach out to Matt Morton at mattmorton@illumifin.com.
Entrepreneurial & Innovation: Turning Modeling Headaches into an Actuarial Infrastructure Startup

Host Victor Zhao, FSA, CERA sits down with Frank Cheung, FSA, MAAA, CEO and Founder of Accorded, to explore how modeling headaches and operational friction inspired him to launch an actuarial data and analytics infrastructure startup. Frank shares how he identified the core problem, validated it through deep industry conversations, and took the leap into entrepreneurship.
Marketing & Distribution Section: Pensions Reimagined: Navigating Demographics and Innovation with Lilach Frenkel

Join us for an insightful conversation with host Tiana Zhao and guest Lilach Frenkel from CAAT Pension to explore the evolving world of pensions.
Young Professional Advisory Council: Calculated Risks with Jing Lang - A Journey from Corporate Actuary to Entrepreneur

How do you go from working in a structured corporate actuarial role to forging your own entrepreneurial path? In this episode, Yisi Wang, FSA, CFA sits down with Jing Lang, FSA, FCIA, a seasoned actuary, writer and entrepreneur, who transitioned from corporate actuarial science to entrepreneurship. She shares her journey, the challenges she faced, and the strategies that helped her navigate uncertainty. Whether you're contemplating a career shift, exploring entrepreneurship, or simply love hearing stories of transformation, this conversation is packed with insights, inspiration, and lessons on taking calculated risks!Â
Emerging Topics Community: Climate Change: An introduction with Actuarial Considerations

In this episode, Joe Alaimo interviews Joan Barret to discuss climate change, highlighting their impacts on the environment and everyday life and the roles actuaries play in assessing risks and solutions related to climate change.
Health Section: Professionalism – ABCD

Do you need professionalism credits? Look no further and listen to host Jackie Lee discuss experiences with the ABCD for counseling from guests Cathy Quock and Lydia Tolman.
Young Professional Advisory Council: Leadership Lessons from an Entrepreneurial-Minded Actuary

Join host Silver Zhou, FSA, Chair of YPAC, for a dynamic conversation with Matthew Duke, ACAS, a seasoned actuary, insurance industry leader, and longtime volunteer in various actuarial organizations. Duke shares the deliberate and strategic steps that shaped his career in both traditional actuarial roles and non-traditional industries. Along the way, he reveals invaluable insights on the impact of mentors and coaches at different career stages and why understanding people is key to success as a business leader.Â
Health Section: Professionalism – Actuarial Communications

Listen in to get those professionalism CE credits with host Jackie Lee and guest Cathy Quock. They talk about the differences between actuarial communications in a consulting role or internal company setting. They reference the Code of Professional Conduct and ASOPs.
Long Term Care Section: The LTC Population Research Model

Roger Loomis talks with Eddie Armentrout of Actuarial Research Corporation about the SOA Research Institute’s LTC Population Research Model, which can be used to examine the impact of public LTC plans on beneficiary finances and service utilization.
Marketing & Distribution Section: Actuarial Alliances: Navigating the Shifting Landscape of Partnerships

In this podcast episode, join host Tiana Zhao, FSA, CERA and guests Dennis Li, Director of Business Development and Partnerships at Amplify Life Insurance, and Christopher Rzany, Vice President of Strategic Marketing Alliances at Fidelity Life Association and eFinancial, to explore the dynamic world of partnerships. This podcast delves into challenges, evolution and emerging opportunities in this critical aspect of insurance and financial services industries.
Actuary of the Future: Launching Your Actuarial Career: Si Xie

Nick Kocisak, FSA, in his final episode as host, speaks with Si Xie, FSA, FCIA, CERA, about her experience working as an actuary in international markets. Si provides detailed insights into her observations from working in international markets, describes challenges and opportunities presented by international work, and offers advice on how you can establish your international footprint.Â
Emerging Topics Community: LLMs – Separating the Models From the Applications

Join Anders Larson and Shea Parkes as they dive into the world of large language models (LLMs) again. Actuaries are familiar with matrix multiplication, which is at the heart of most LLMs, but not all actuaries are as familiar with how complex software application components work together. In this episode we tease apart the models from the applications and discuss which is responsible for what parts of the magic.
Young Professional Advisory Council: African Perspective from World Actuaries

Join us for another exciting episode of YPAC podcast as host Ganiu Shefiu, FSA, FCA sits down with Yvonne Palm FCAS, FIA (African Actuary with a global mindset and a CAS board member) and Teju Scott ASA who had both trained abroad and have come back to Africa to contribute to the development of the Actuarial profession. They both share invaluable advice on how to navigate the new environment and what it takes to live in Africa and how they have contributed to the success of the local actuarial society in Africa. Finally, they spoke about volunteering and how...
Health Section: Design Your Future with the Competency Framework!

Join Dave Dillon as he interviews the authors, Rich  Junker and Curtis Robbins, of the new book, “Design Your Future with the Competency Framework”, inspired by the Society of Actuaries Competency Framework and published by ACTEX Learning. The authors share their personal career perspectives and celebrate the worldwide diversity of actuarial careers from over 26 successful actuaries contributing to the book.
Professional Development Edge+: Goal Setting and People Management

In this video, we interview Chris Lombardi, FSA, MAAA, CERA Associate Director at WTW, and Jeanne Cho Stokke, FSA, MAAA, about goal setting and people management. They share techniques and tools for actuaries to become effective leaders in the profession. Jeanne's experience as a former Pro LPGA golfer and Chris's background in jiu jitsu highlight how these skills have contributed to their career success.
Marketing & Distribution Section: Channel Choices: Navigating Distribution Strategies for Business Success

In this podcast episode, join host Tiana Zhao, FSA, CERA for an insightful exploration of distribution channels and how to choose the right ones for your business. We dive deep into the various ways products and services can reach customers, from traditional retail to cutting-edge digital platforms.
Long Term Care Section: LTCI: A Front-Line Perspective

Roger Loomis interviews Phyllis Shelton about innovative LTC solutions.
Young Professional Advisory Council: Intentional Leadership

Philip Wright, ASA, hosts Matt Burns, FSA, on a topic that will connect deeply with young professionals: Intentional Leadership. Whether you haven’t taken your first exam or early in your career, today’s conversation will provide valuable insights into growing as a leader while navigating the modern challenges of our profession.Â
Marketing & Distribution Section: Actuaries for a Sustainable Future: Calculating the Rewards of Going Green

In this podcast episode, join host Tiana Zhao, FSA, CERA and guest Jason Alleyne for an insightful exploration of how the actuarial profession can adapt and shape the world of sustainability and environmental responsibility while still generating high returns.
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Health Section: Leadership with Amanda Hug

Join the conversation as host Jackie Lee talks about the future year with the current SOA President & Chair, Amanda Hug. They discuss upcoming strategic initiatives for the SOA for the coming years.
Young Professional Advisory Council: Actuaries in Software: Tech or Actuarial Science?

In this podcast episode, Ashley Bybee, ASA hosts Max Martinelli, who takes us through his transition from an actuary in a traditional pricing role at a large insurance carrier to an actuarial data scientist in tech. Max provides insight into how the actuarial skill can provide value to a variety of industries and roles.Â
Long Term Care Section: Data Science, Actuarially

Roger Loomis interviews Randy Beams and Tanner Boyle about how they use data science to measure the effectiveness of wellness programs.
The Actuarial Foundation: STEM Stars Actuarial Scholars Program

In this episode, Reko Daye, The Actuarial Foundation STEM Stars Program Manager talks with STEM Star, Emily Roman about how the STEM Stars program has positively changed her life.Â
Health Section: Cell and Gene Therapies

Title: Cell and Gene Therapies
Description: Listen as host Jackie Lee discussed Cell and Gene Therapies with Ankit Nanda. They explore what they are, regulations, and how the FDA is handling these therapies.Â
https://www.soa.org/sections/health/health-newsletter/2024/may/hw-2024-05-nanda/
Young Professional Advisory Council: How to Succeed in Branding Without Really Trying

What is your brand? How did you get to be there? What was the moment? Whatever point of your career you are in, your brand is yours to define, to model, to sell. Tasso Bountouvas, FSA, CERA hosts Mitch Stephenson, FSA, MAAA to delve into the notion of one’s personal brand and its development. Building off of Mitch's recently published article: Defining Your Brand: It’s the Little Things, listen as they both share a bit of the experiences that have shaped their perspectives and advice on what it takes to succeed in branding.
Health Section: ACA Hot Topics

Join Host Jackie Lee in a discussion of ACA hot topics in preparation for the upcoming CY 2026 filing season with Lydia Tolman.
Marketing & Distribution Section: Impact of Lower Interest Rates on Marketing and Distribution

In this episode, host Tiana Zhao, FSA, CERA explores impacts of interest rate changes on insurance market, specifically on marketing and distribution.