50th Anniversary of The Universal Life Insurance Policy

50th Anniversary of The Universal Life Insurance Policy

Author: Research Insights June 26, 2025 Duration: 39:09

In this special episode of the Research Insights Podcast, Dale Hall, Managing Director of the Society of Actuaries Research Institute, honors the legacy of James C.H. Anderson—a pioneering actuary and visionary in the insurance world. Joining Dale are four esteemed guests who personally knew and worked with Jim:

  • Jay Jaffe, FSA, MAAA, President of Reinsurance Administration, Ltd.
  • Jim MacGinnitie, former President at Tillinghast
  • Mike Tuohy, Managing Director at Tillinghast
  • Ron Butkiewicz, CEO of First Penn Pacific

Together, they reflect on Jim's groundbreaking contributions, including his revolutionary work in gross premium calculations, profit measurement, and the development of Universal Life products. From his early days at Abbey Life to influential consulting roles in London and Atlanta, Jim's ideas reshaped insurance regulation, product development, and actuarial practice for decades to come.

Further Resources to Explore James C. H. Anderson's Legacy:

Send us your feedback at ResearchInsights@soa.org


Hosted by R. Dale Hall, FSA, MAAA, CERA, the Managing Director of the SOA Research Institute, Research Insights, a Society of Actuaries Podcast is a direct line to the critical studies shaping the actuarial field and related disciplines. This isn't just a summary of papers; it's a series of conversations that unpack the implications, methodologies, and real-world applications found within the Society of Actuaries Research Institute's extensive work. You'll hear discussions on recently released research reports, deep dives into studies featured at major SOA meetings, and explorations of other pivotal findings produced by the institute. Each episode is designed to translate complex data and sophisticated models into accessible insights, whether you're a practicing actuary, a professional in a related financial or risk management field, or simply someone with a keen interest in the science of uncertainty. The podcast serves as an essential audio companion for anyone looking to stay informed on the latest evidence-based approaches to insurance, retirement, finance, and health. By tuning in, you gain a clearer understanding of how rigorous research informs better business decisions and public policy. Occasional guest hosts bring additional perspectives, ensuring a well-rounded examination of each topic. For those committed to continuous learning and professional self-improvement, this series provides a thoughtful and substantive resource, naturally integrating detailed analysis with broader educational context.
Author: Language: English Episodes: 50

Research Insights, a Society of Actuaries Podcast
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