Insurance || Pensions and Healthcare || Actuarial science

Insurance, Life insurance, pensions and healthcare

In Insurance Sector: Actuarial science has become an ordinary mathematical stream in the late century of 17th due to increased demand of long-term (extended) insurance coverage such as burial, life insurance, and annuities. These lengthy term plans coverage required that money to be set aside to pay future benefits, such as annuity and death benefits as a compensation for many years into the future (in case of any mishap).

This requires estimation of future contingent events, such as the rates of mortality by age factor, similarly, the development of math’s techniques for making analysis and discounting the value of funds set aside and invested into insurance plans. This process led to the development of an important and wide spreading actuarial concept, referred as the “Present money value of a Future sum”. Certain aspects of the actuarial for discounting pension funds might have come under criticism from modern financial economics reviews.

Insurance Policy

In traditional life insurance policies, Actuarial science focuses on the analysis of mortality rate of a region, the manufacturing of life tables, and the application of compound interest of paid value to produce life insurance, annuities and endowment policies for assets as well as for humans. Contemporary life insurance programs have been extended to include credit and mortgage/loan insurance, key person insurance for small businesses or to accomplish personal needs, long term care insurance and health savings accounts.

In health-related insurances, including insurance provided directly by employers of an insurance company, and social insurance, Actuarial science focuses on the analysis of rate of disability, morbidity, mortality, fertility and other plans/contingencies. The results of consumer choice and the geographical distribution of the utilization of medical care services and procedures, and the utilization of drugs and therapies, is also key consideration. These factors underlay the development of the Resource-Base Relative Value Scale (RBRVS), at Harvard in a multi-disciplined research. Actuarial science also aids in the design of benefit structures, reimbursement standards, and proposed government standards’ effects on the cost of healthcare system of a country.

In the pension industry, actuarial methods are helping to measure the costs of other strategies with regard to the design, funding, accounting, administration, and maintenance or redesign of pension policies. The methodologies are greatly influenced by short and long-term bond rates, the funded status of the pension and benefit arrangements, collective bargaining; the employer's old, new and foreign competitors; the changing demographics of the work; changes in the internal revenue; changes in the attitude of the internal revenue service about the calculation of surpluses; and equally weight, both the short and long term financial and economic fashion. It is common with mergers and acquisitions that several pension plans have to be combined or at least administered on an equitable basis. When benefit changes occur, old and new benefit plans have to be blended, satisfying new social demands and various government discrimination test calculations, providing employees and retirees with understandable choices and transition benefits. Benefit plans liabilities have to be properly valued, reflecting both earned benefits for previous and future service. Finally, such funding schemes need to be developed that are manageable and can satisfy the standards of the board or regulators of the appropriate country, such as the “Financial Accounting Standards Board” in the US.

In social welfare programs, the Office of the Chief Actuary (OCACT), Social Security Administration plans and directs a program of actuarial estimates and analyses relating to SSA-administered retirement, survivors and disability insurance programs and to proposed changes in those insurance programs. It evaluates operations of the Federal Old-Age and Survivors Insurance Trust Fund and the Federal Disability Insurance Trust Fund, conducts analysis of program financing, performs actuarial and demographic study on social insurance and related program in which issues involving mortality, morbidity, utilization, retirement, disability, survivorship, marriage, unemployment, poverty, old age, families with children, etc., and projects future workloads. Apart from this, the office is charged with conducting cost analyses relating to the Supplemental Security Income (SSI) program, a general-revenue financed, means-tested program for low-income aged, blind and disabled people. The Office also provides technical and consultative services to the Commissioner, to the Board of Trustees of the Social Security Trust Funds, and its staff appears before Congressional Committees to provide expert testimony on Insurance and the actuarial aspects of Social Security issues.

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