Population to Insured Mortality Translation Request for Proposals
This grant funds research to develop practical methods for translating population mortality data into insured mortality assumptions for actuarial modeling, focusing on real-world application and methodology.
Funder: Society of Actuaries
Due Dates: July 25, 2026 (Notification of intent) | August 3, 2026 (Full proposal)
Funding Amounts: Typical project funding: $25,000–$50,000 per project; literature reviews: $15,000–$20,000; surveys: $28,000–$55,000.
Summary: Supports research to develop practical methods for translating population mortality data into insured mortality assumptions for actuarial modeling.
Key Information: Proposals must be ≤5 pages (excluding references/bios); no funding for academic overhead.
Description
This opportunity, offered by the Society of Actuaries (SOA) Research Institute, seeks proposals for research that will help actuaries translate population mortality data into insured mortality assumptions, with an emphasis on practical application for actuarial modeling and assumption setting. The research should address the complexities and differences between population and insured mortality—especially regarding mortality improvement—and deliver frameworks, methodologies, or tools that can be directly applied in real-world actuarial practice.
Key areas of interest include the development of adjustment factors, modeling frameworks, or decision-support tools; guidance on when and how population-based insights can be adjusted for insured populations; and clarity on the convergence of mortality rates at older ages. The research focus is primarily on U.S. mortality experience, but relevant international comparisons are welcome where they inform methodology.
