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Personal Risk Manager: Driver of Resilience
Personal Risk Manager: Driver of Resilience To be financially "well" is unique ... financially "well" is unique to an individual. Following a hierarchy of needs is key, along ...- Authors: Max Rudolph
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view; Strategic Insight and Integration>Effective decision-making; Strategic Insight and Integration>Influence decisions; Strategic Insight and Integration>Strategy development; Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Topics: Economics>Behavioral economics; Finance & Investments>Portfolio management - Finance & Investments; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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A New Perspective on Some Familiar Risks
A New Perspective on Some Familiar Risks Response to Life Insurance 2020 Foresight ... savings need in the future both in the private individual sector and in the public sector. Demographics;Retirement ...- Authors: Steven Malerich
- Date: Nov 2009
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Life Insurance; Pensions & Retirement>Retirement risks
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Save and Grow: Considerations for Future Financial Freedom
and inflation rates, based on calendar year individual who has reached age 35 45 Save and Grow ... series (annual real return of 3.5%) is presented in Table 1. 2. An asset allocation strategy is a very important ...- Authors: Ramandeep Nagi
- Date: Apr 2017
- Competency: Technical Skills & Analytical Problem Solving>Innovative solutions
- Topics: Economics>Financial economics; Finance & Investments>Asset allocation; Finance & Investments>Investment strategy - Finance & Investments; Pensions & Retirement>Retirement risks
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Time to Ditch the Three-Legged Stool Analogy for Retirement
egg. Regardless of other motives we bring to the table, if the goal is to educate as many people as possible ... might find / You get what you need.” Once an individual figures out ways to ensure a proper stream of ...- Authors: Barry Kozak
- Date: Apr 2017
- Competency: Strategic Insight and Integration>Big picture view
- Topics: Pensions & Retirement>Retirement risks
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Living to 100: Survival to Advanced Ages: Insurance Industry Implication on Retirement Planning and the Secondary Market in Insurance
side fund account. At the end of period t, the individual has income from this life annuity, P(t). If ... multiply the mortality rates of a base mortality table by a constant factor so as to reproduce the ...- Authors: Jeyaraj Vadiveloo, Charles I Vinsonhaler, Peng Zhou, Application Administrator
- Date: Feb 2010
- Competency: Technical Skills & Analytical Problem Solving>Incorporate risk management; Technical Skills & Analytical Problem Solving>Innovative solutions; Technical Skills & Analytical Problem Solving>Problem analysis and definition
- Publication Name: Actuarial Practice Forum
- Topics: Annuities>Payout annuities; Demography>Longevity; Life Insurance>Underwriting - Life Insurance; Pensions & Retirement>Retirement risks
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Don't Forget the Role of Families in Lifetime Security
are age 50+ and analysis covers 1998 to 2010. Table 1 shows the percentage of households making transfers ... Role of Families in Lifetime Financial Security Table 1 Intrafamily Cash Transfers by Older American ...- Authors: Anna M Rappaport
- Date: Apr 2017
- Competency: Leadership>Thought leadership
- Topics: Demography>Gender factors; Demography>Longevity; Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Flexible Work and Phased Retirement: Practical Issues for Employers
temporary, or as an independent contractor. The individual perspective: From the viewpoint of the retiree ... flexible arrangements are available only with individual approval. The people strategies should include ...- Authors: Anna M Rappaport
- Date: Mar 2021
- Competency: External Forces & Industry Knowledge
- Topics: Pensions & Retirement; Pensions & Retirement>Retirement risks; Pensions & Retirement>Post retirement risks
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A Framework for Multilayered Post-Retirement Financial Planning
Planning Strategy: Critical Assessments of Individual Needs and Available Resources Joonghee Huh ... tailoring to recognize various factors involving individual circumstances. Given the idiosyncratic nature ...- Authors: Joonghee Huh
- Date: Apr 2017
- Competency: Strategic Insight and Integration; Technical Skills & Analytical Problem Solving
- Topics: Pensions & Retirement>Retirement risks
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Changing the Retirement Advice Conversation
achieving professional grade objectivity for individual retirement accounts may require more than regulators ... how mortality pooling works. Many who advise individual investors see themselves as following fiduciary ...- Authors: Mark Travis Chamberlain, Rita Cheng, Marty Durbin, Adam Sokolic
- Date: May 2018
- Competency: Leadership>Thought leadership; Professional Values>Public interest representation
- Topics: Pensions & Retirement>Retirement risks; Pensions & Retirement>Risk management
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Managing Systemic Risk in Retirement Systems
framework of pensions in Canada for a career individual earning $55,000 with 35 years of service. Of ... accumulated fund for provision of pension; usually the individual is responsible for most of the pension risk ...- Authors: Minaz Lalani
- Date: Jan 2011
- Competency: External Forces & Industry Knowledge>External forces and business performance
- Topics: Enterprise Risk Management>Systemic risk; Pensions & Retirement>Retirement risks