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Financial Services Convergence: Big Bang or a Whimper?
relationship with their bank partners and their individual customers, but also with their commercial loan ... to the activity and knowledge of a particular individual. Find out what they are doing to encourage productivity ...- Authors: Jim Toole, Laughton Sherman
- Date: Dec 2005
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Life Insurance>Marketing and distribution - Life Insurance
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Re-Engineering Actuarial Systems
re-engineering project that is currently underway in the valuation area of Prudential. MS. NANCY E. BOYCE: I'm going ... life side right now has a subgroup which is the valuation quarterly process. That's a group that has just ...- Authors: Timothy J Ruark, Jim Toole, Nancy E Boyce
- Date: Apr 1994
- Competency: Strategic Insight and Integration
- Publication Name: Record of the Society of Actuaries
- Topics: Actuarial Profession; Technology & Applications
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Pandemic Planning and Recovery
might well occur in the middle of a pandemic. Valuation actuaries are well aware of the challenges they ... give guidance to states as to how to respond. Individual state legislatures could then decide if, when ...- Authors: Jim Toole
- Date: Dec 2008
- Publication Name: Risk Management
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Economic Assumptions - Actuarial Considerations in Insurance Mergers and Acquisitions: An International Perspective
5.2 Assets and Asset Valuation Incorporating assets in the valuation of an international transaction ... assets into a valuation model. If time and budget allow, existing assets as of the valuation date can be ...- Authors: Jim Toole
- Date: Jan 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments; Global Perspectives
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Actuarial Appraisal Value - Actuarial Considerations in Insurance Mergers and Acquisitions: An International Perspective
force as of the valuation date projected for a defined period beyond the valuation date. The value ... business projected for a defined period beyond the valuation date, based on existing marketing and distribution ...- Authors: Jim Toole
- Date: Jan 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments; Global Perspectives
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A Catalyst For Change
A Catalyst For Change Feature article describing the need and reasoning for the new SOA Section, ... means testing, and instituting some form of individual accounts. Most recently, the Academy's Public ...
- Authors: Jim Toole
- Date: Aug 2009
- Competency: External Forces & Industry Knowledge
- Publication Name: The Actuary Magazine
- Topics: Actuarial Profession>Professional associations; Social Insurance
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The Role of the Actuary - Actuarial Considerations in Insurance Mergers and Acquisitions: An International Perspective
Actuarial appraisal models are the backbone of any valuation exercise. These types of models are more generically ... in the model match company records as of the valuation date. Note that it is important with international ...- Authors: Jim Toole
- Date: Jan 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments; Global Perspectives
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International Financial Reporting Seminar
International Financial Reporting Seminar International Financial Reporting Seminar by Jim Toole ... range of topics directed towards the practicing valuation actuary with international responsibili- ties ...- Authors: Jim Toole
- Date: Mar 2002
- Publication Name: International News
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Introduction - Actuarial Considerations in Insurance Mergers and Acquisitions: an International Perspective
Introduction - Actuarial Considerations in Insurance Mergers and Acquisitions: an International ... than the cold, hard numbers of the actuarial valuation. Be forewarned that the myriad of issues inherent ...- Authors: Jim Toole
- Date: Jan 2003
- Competency: Technical Skills & Analytical Problem Solving>Process and technique refinement
- Topics: Finance & Investments; Global Perspectives
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International Section News, February 2001, Issue No. 24
not enough, I am asked to participate in a round table that same afternoon with the President of the Society ... answer lies with whether you are using an ALB or ANB table), but it was a year of continued change for the ...- Authors: Michael Braunstein, Sam Gutterman, Jeffrey P Newnam, Hans J Wagner, Jim Toole, Michael Ross, Jorge Noronha, David J Alexander, Martha Sikaras, Hall David Crowder, James Makin
- Date: Feb 2001
- Publication Name: International News