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  • The Viatical and Life Settlement Industry: New Perspectives for Actuaries
    provide services. Both brokers who represent the individual client/viator and investment company professionals ... added to a standard mortality table, such as the 75- 80 Basic mortality table (which is often used) the ...

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    • Authors: Teresa Winer
    • Date: Oct 2003
    • Competency: Technical Skills & Analytical Problem Solving
    • Publication Name: Actuary of the Future
    • Topics: Life Insurance
  • The Viatical and Life Settlement Industry: New Perspectives for Actuaries
    provide services. Both brokers who represent the individual client/viator and investment company professionals ... He applied to collect benefits from his own individual disability insurance policy and became a viator ...

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    • Authors: Teresa Winer
    • Date: Aug 2009
    • Competency: External Forces & Industry Knowledge>Actuarial methods in business operations
    • Topics: Life Insurance
  • The Role of the Personal Actuary
    Actuarial work. Actuaries are hired directly by individual clients and by business professionals to help ... that actuaries can and do undertake when serving individual needs. The Personal Actuary Defined A personal ...

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    • Authors: James C Brooks, Teresa Winer
    • Date: Aug 2005
    • Competency: External Forces & Industry Knowledge
    • Publication Name: The Actuary Magazine
    • Topics: Actuarial Profession>Alternative careers
  • The Impact of Investment Advice Regulations on Personal Actuaries
    example, considerable emphasis is given to equity valuation, financial statement analysis and deconstruction ... site (www.nasaa.org), most states will allow an individual to substitute one of the following certifications ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: Jun 2005
    • Competency: Professional Values>Practice expertise
    • Topics: Actuarial Profession>Alternative careers; Public Policy
  • The Personal Actuary
    for another professional in supporting this individual. You may or may not work directly with the public ... This is something that has been used in the individual market. In the investment advisory world ...

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    • Authors: John M Bragg, Teresa Winer, Mitchell Serota
    • Date: Jun 2005
    • Competency: Leadership; Leadership>Professional network leverage; Relationship Management>Relationships and trust
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Professional development
  • The Actuary
    broad-based leveraged COLI market. Both group and individual prod- ucts were offered. Products included both ... Employers should obtain written consent of each individual being insured, acknowl- edging that the employer ...

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    • Authors: Christian J DesRochers, J Bruce MacDonald, Harry H Panjer, W Steven Prince, Teresa Winer, Mark van Zanden, R. Dale Hall, VALERIE MARGARET LOPEZ, Megan Potter
    • Date: Sep 2003
    • Publication Name: The Actuary Magazine
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    example, considerable emphasis is given to equity valuation, financial statement analysis, and behavioral ... site (www.nasaa.org), most states will allow an individual to substitute one of the following certifications ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: Professional Values>Practice expertise; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers
  • The Impact of Investment Adviser Regulations on Personal Actuaries
    example, considerable emphasis is given to equity valuation, financial statement analysis, and behavioral ... site (www.nasaa.org), most states will allow an individual to substitute one of the following certifications ...

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    • Authors: Teresa Winer, Carl Westman
    • Date: May 2007
    • Competency: External Forces & Industry Knowledge>Actuarial theory in business context; Technical Skills & Analytical Problem Solving>Innovative solutions
    • Publication Name: Actuarial Practice Forum
    • Topics: Actuarial Profession>Alternative careers; Actuarial Profession>Qualifications
  • Marketing of the Profession
    make a living doing it. We have identified some individual clients, and I'll talk briefly about how you ... calculate a health expectancy in years, for any individual, regardless of state of health. This happens ...

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    • Authors: Thomas Edwalds, Warren Luckner, Robert W Omdal, Anna M Rappaport, Teresa Winer, David G W Bragg, Paul Thornton
    • Date: Jun 2000
    • Competency: Leadership>Influence; Leadership>Professional network leverage; Strategic Insight and Integration
    • Publication Name: Record of the Society of Actuaries
    • Topics: Actuarial Profession>Academic partnerships; Actuarial Profession>Alternative careers; Actuarial Profession>Professional associations
  • The Independent Consultant Newsletter, June 2006, Issue No. 11
    potential sources of work are people with whom an individual has worked extensively in the past. An important ... likely to turn away from you. If there’s a food table, that’s often an easy place to strike up a conversation ...

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    • Authors: Society of Actuaries, Ian G Duncan, Anna M Rappaport, Teresa Winer, David Miller, Ruth Ann Woodley, David S Rintoul, Daniel Cassidy, Jeffrey McIntyre, Daniel K Kehoe
    • Date: Jun 2006
    • Publication Name: The Independent Consultant