Valuation/Illustration Reports, Tables, and Tools
The SOA offers a variety of valuation/illustration materials for use by actuaries. Table reports are often accompanied by Excel workbooks with complimentary materials. Tools include the Relative Risk Tool and the Academy’s Economic Scenario Generator referenced in the Valuation Manual.
Tools
Tables & Reports
2018
- Individual Life Insurance Mortality Improvement Scale Recommendation – for Use with AG 38 and VM 20 - 2018
December - 2019 GRET Recommendation
August
2017
- Mortality Improvement Rates for AG-38 for Year-End 2017
December - 2018 GRET Recommendation
September - 2017 Simplified Issue Composite Mortality Tables
August
2016
- 2017 Guaranteed Issue Mortality Tables
December - Mortality Improvement Rates for AG-38 for Year-End 2016
September - 2017 GRET Recommendation
September - 2016 Cancer Claim Cost Valuation Tables
August - 2013 Individual Disability Income Valuation Table
August - 2013 Individual Disability Insurance Valuation Table and Supporting Materials
January
2015
- Mortality Improvement Rates for AG-38 for Year-End 2015
December - 2016 GRET Recommendation
August - 2015 Principle-Based Reserving (PBR) Margins – Exposed
July - 2017 Commissioner’s Standard Ordinary (CSO) Tables
July - 2015 Valuation Basic Report & Tables - Updated 9.13.18
April - 2014 Valuation Basic Table (VBT) & Relative Risk (RR) Tables - Beta Versions
February
2014
- Mortality Improvement Rates for AG-38 for Year-End 2013
December - Mortality Improvement Rates for AG-38 for Year-End 2014 (Corrected 1.22.15)
December - 2015 GRET Recommendation
July
2013
2011
2008
- Valuation Table Team Report and Workbook for the June 2008 NAIC LHATF Meeting
May - 2008 Valuation Basic Table (VBT) Report & Tables
March
2006
2005
2002
2000
- Report of the Task Force to Recommend Morbidity Standards for Valuation of Credit Disability
November