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NAIC ORSA
ORSA The latest draft ORSA Guidance Manual was released on Oct. 14, 2011. An overview of the requirements ... governance perspective was provided in the December edition of the Financial Reporter. Several trade associations ...- Date: Mar 2012
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: The Financial Reporter
- Topics: Financial Reporting & Accounting>Financial Accounting Standards Board [FASB]; Financial Reporting & Accounting>Generally Accepted Accounting Principles [GAAP]; Financial Reporting & Accounting>Statutory accounting
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The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance Industry
The Equation for Success—Professionalism and Profitability: Part I Worldwide Trends in the Insurance ... speech given on June 17, 1997 by Tom Kelly, Senior Vice President and Managing Director of LIMRA International ...- Authors: Tom Kelly
- Date: Jun 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: International News
- Topics: Annuities>Marketing and distribution - Annuities; Life Insurance>Marketing and distribution - Life Insurance
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DOL Fiduciary Regulation - Where are We Now?
update on Department of Labor's fiduciary regulation for retirement plans/investors focusing on a July ... Annuities;Group pensions;Pension annuities;Retirement plans 6442478726 9/1/2017 12:00:00 AM ...- Authors: Susan Krawczyk
- Date: Sep 2017
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Strategy development
- Publication Name: News Direct
- Topics: Annuities>Group plans - Annuities; Annuities>Marketing and distribution - Annuities; Annuities>Product development - Annuities; Annuities>Variable annuities; Pensions & Retirement>Funding; Pensions & Retirement>Pension legislation and regulation
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Labs in Actuarial Science, Finance and Risk Management
Labs in Actuarial Science, Finance and Risk Management By Tim Cardinal communication skills;critical ... none, b) some, or c) all of the classes in your actuarial science, finance and risk management programs have ...- Authors: Society of Actuaries
- Date: Oct 2011
- Competency: Communication>Persuasive communication; External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Expanding Horizons
- Topics: Actuarial Profession>Competencies; Actuarial Profession>Professional development
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The Equation for Success—Professionalism and Profitability: Part II Focus on Asian Market
The Equation for Success—Professionalism and Profitability: Part II Focus on Asian Market This article ... speech given on June 17, 1997 by Tom Kelly, Senior Vice President and Managing Director of LIMRA International ...- Authors: Tom Kelly
- Date: Sep 1998
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: International News
- Topics: Demography; Global Perspectives
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The Evolution of the Individual Market (Part II)
The Evolution of the Individual Market (Part II) Part II of a two-part series discussing individual ... individual market evolution from before the ACA through President Trump's first term. Individual health plans ...- Authors: Gregory Fann
- Date: Mar 2019
- Competency: External Forces & Industry Knowledge>Actuarial theory in business context; External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Health Watch
- Topics: Health & Disability>Health insurance; Public Policy; Public Policy
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How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products
How the Supreme Court Decision on DOMA in U.S. v. Windsor Affects Life Insurance Products On June 26 ... 2013, the Supreme Court released its decision in the case of United States v. Windsor, Executor of the ...- Authors: Mark E Griffin
- Date: Oct 2013
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Taxing Times
- Topics: Life Insurance>Term life; Public Policy
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ORSA 101 for Health Actuaries
an overview of the Own Risk and Solvency Assessment (ORSA) model act, and of enterprise risk management ... health actuaries have not historically focused as much on ERM. But health coverages do have risks that can ...- Authors: Daniel Perlman, Douglas Norris
- Date: May 2016
- Competency: External Forces & Industry Knowledge>External forces and business performance; External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Big picture view
- Publication Name: Health Watch
- Topics: Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks
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The Future of Permanent Life Insurance
The Future of Permanent Life Insurance RECORD OF SOCIETY OF ACTUARIES 1981 VOL. 7 NO. 3 ... This discussion looks at the future of permanent life insurance as of 1981, comparing traditional permanent ...- Authors: Kenneth T Clark, David R Johnston, Stanley B Tulin, Myron Henry Margolin
- Date: May 1981
- Competency: External Forces & Industry Knowledge>External forces and business performance; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Record of the Society of Actuaries
- Topics: Life Insurance>Term life; Life Insurance>Universal life; Life Insurance>Marketing and distribution - Life Insurance; Life Insurance>Whole life; Public Policy
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Concurrent Session 4B: Using Factor Investing in Strategic Asset Allocation
guide on how to implement a factor-based optimization in the Strategic Asset Allocation process. The session ... investing approach and cover the top-down macroeconomic drivers of risk and return for various asset ...- Authors: Society of Actuaries, Ward Bortz, Peter H Sun
- Date: Mar 2018
- Competency: External Forces & Industry Knowledge>External forces and business performance; Professional Values>Ethical standards; Strategic Insight and Integration>Big picture view; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments>Asset allocation; Finance & Investments>Derivatives; Finance & Investments>Investments; Finance & Investments>Investment strategy - Finance & Investments; Finance & Investments>Portfolio management - Finance & Investments