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ACT 202 · Year 2 · Semester 2 · 4 credits · Actuarial

Long-Term Actuarial Mathematics I: Life Contingencies

Valuing uncertain human lifetimes with mathematical elegance, from survival curves to policy reserves.

Season 1 · 8 episodes

The Solvency Threshold

When state regulators flag a forty-million-dollar valuation discrepancy in Apex Mutual's flagship whole life and retirement portfolio, newly appointed valuation actuary Maya Lin must dismantle and rebuild the company's actuarial models from fundamental survival laws to multi-state profit testing before the statutory audit deadline forces liquidation.

Protagonist · Maya Lin, ASA, newly appointed Lead Valuation Actuary at Apex Mutual
Setting · Apex Mutual Life & Annuity corporate headquarters, Chicago, during an intensive eight-week statutory audit
Stakes · A forty-million-dollar reserve deficiency threatens to trigger statutory receivership, freezing eighty thousand policyholder accounts and destroying the firm unless Maya identifies the mathematical flaws across pricing, reserving, and multi-state morbidity transitions.
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Cold open

At six-fifteen on a Tuesday morning, Maya Lin finds a red statutory audit notice taped to her office door. The Illinois Department of Insurance has identified a catastrophic divergence between Apex Mutual's baseline mortality assumptions and its actual death claims across fifty thousand whole life policies written since 1995. If Maya cannot prove how the baseline hazard rates were constructed by end of week, the commissioner will issue a cease-and-desist order.

Transcript

At six-fifteen on a Tuesday morning, Maya Lin finds a red statutory audit notice taped to her office door. The Illinois Department of Insurance has identified a catastrophic divergence between Apex Mutual's baseline mortality assumptions and its actual death claims across fifty thousand whole life policies written since 1995. If Maya cannot prove how the baseline hazard rates were constructed by end of week, the commissioner will issue a cease-and-desist order.

  • Formulate the future lifetime random variable and its conditional survival and mortality probabilities
  • Derive the fundamental differential and integral relationships connecting the force of mortality to survival functions
  • Calculate complete and curtate expectations of life using continuous and discrete formulations
  • Construct and manipulate life table functions to evaluate multi-year and deferred survival probabilities
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