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  • Life in the Americas
    Life in the Americas From a session at the Spring regional meeting of the Society of Actuaries held ... management=ALM;Commissions;Credit insurance;Currency risk;Demographics;Government-funded healthcare;Group ...

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    • Authors: Steven Putterman, Jim Toole, Lisa S Kuklinski, Jean H Seidle
    • Date: May 1999
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Professional development; Public Policy
  • International Section News, June 2001, Issue No. 25
    International Section News, June 2001, Issue No. 25 Full version of International Section News, ... Section News, June 2001, Issue No. 25 Full version of International Section News, June 2001, Issue No.

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    • Authors: Mohamed F Amer, Robert Brown, Linden Cole, A Norman Crowder, Hassan Kamil, Michael Sze, Ronald Poon-Affat, Gary F Boal, Jim Toole, James Makin
    • Date: Jun 2001
    • Publication Name: International News
  • Developing a Robust Risk Appetite Statement
    Developing a Robust Risk Appetite Statement In this article, we provide practical guidance for understanding ... develop and apply an effective risk appetite statement. Enterprise risk management=ERM;Hedging;Capital ...

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    • Authors: Jim Toole, Matthew Stahl
    • Date: Jan 2016
    • Competency: Communication>Written communication; Technical Skills & Analytical Problem Solving>Incorporate risk management
    • Publication Name: Risk Management
    • Topics: Enterprise Risk Management>Capital management - ERM; Enterprise Risk Management>Risk measurement - ERM
  • Buying and Selling Insurance Companies Internationally
    Meeting. Discusses basic considerations and the process of an international acquisition or merger. Asset ... valuation;Assumptions;Currency risk;Discount rates=Interest rates;Market value of entities;Mergers & a ...

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    • Authors: William R Horbatt, Shu-Yen Liu, Thomas Jaros, Jim Toole, Application Administrator
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments; Global Perspectives>Multinational companies
  • Untapped Opportunities for Actuaries in Health: The Year in Review
    Actuaries in Health: The Year in Review Review of 2010 events and accomplishments of the Untapped Opportunities ... group for the Health Section: market research analyzing the perceptions and potential roles of actuaries ...

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    • Authors: Jim Toole
    • Date: Nov 2010
    • Competency: Leadership>Influence; Professional Values>Practice expertise; Professional Values>Public interest representation
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • Dropping Like A Rock - Dealing with Falling Interest Rates and Equity Markets Outside the United States and Canada
    Falling Interest Rates and Equity Markets Outside the United States and Canada Presented at May 2002 Spring ... sold outside the United States and Canada, the inherent interest/equity-based risks and the tools available ...

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    • Authors: Shu-Yen Liu, Thomas Jaros, Jim Toole, Daniel DeKeizer
    • Date: May 2002
    • Competency: Strategic Insight and Integration>Strategy development
    • Publication Name: Record of the Society of Actuaries
    • Topics: Global Perspectives; Life Insurance
  • Accountable Care Organizations: An Untapped Opportunity
    provider risk under various ACO models, limitations of the Medicare model for motivating change in the health ... strategic priorities, attribution of members, meaurement, and the roles actuaries can play. Accountable ...

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    • Authors: Jim Toole, Sara Teppema
    • Date: Sep 2010
    • Competency: External Forces & Industry Knowledge>External forces and business performance; Leadership>Thought leadership; Professional Values>Public interest representation; Strategic Insight and Integration
    • Publication Name: Health Watch
    • Topics: Enterprise Risk Management>Risk measurement - ERM; Enterprise Risk Management>Strategic risks; Health & Disability>Health care; Public Policy
  • Technology and the Small-Company Actuary
    Technology and the Small-Company Actuary Presented at June 1996 Spring Meeting. This session presents ... presents case studies on the use of technology to solve some of the problems commonly encountered by ...

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    • Authors: William White, Cary Goggin, Jim Toole
    • Date: Jun 1996
    • Competency: External Forces & Industry Knowledge>Internal forces and business performance; Strategic Insight and Integration>Management partnership
    • Publication Name: Record of the Society of Actuaries
    • Topics: Technology & Applications
  • Insurance Mergers & Acquisitions Specialty Reference Book: Meet the Authors
    Book: Meet the Authors At this session of the SOA 2004 Annual Meeting, the authors of a text on mergers ... each discuss their contribution to the book, which covers all aspects of an acquisition. Book value;Generally ...

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    • Authors: Thomas Corcoran, R Thomas Herget, Kenneth LaSorella, Dale Yamamoto, Michael Gabon, Alan M Hines, Laird D Zacheis, Jim Toole, Hugh McCormick, Owen Ryan, Erika Schmidt, John Butler
    • Date: Oct 2004
    • Competency: External Forces & Industry Knowledge
    • Publication Name: Record of the Society of Actuaries
    • Topics: Finance & Investments
  • Merger and Acquisition Issues Specific to Group Life and Health Products
    provide a big picture overview of the M&A process and the roles of the actuary, investment banker, outside ... discussion on actuarial appraisals, ASOP 19 and due diligence. From Record of Society of Actuaries, ...

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    • Authors: Thomas Corcoran, Jim Toole, Rajeev Dutt
    • Date: May 2004
    • Competency: Strategic Insight and Integration>Big picture view
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Standards of practice; Finance & Investments